Avantax Advisory Services
NRO icon

Avantax Advisory Services’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Avantax Advisory Services’s Portfolio NRO Stock Details NRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$39K Buy
12,112
+137
+1% +$434 ﹤0.01% 2332
2025
Q1 		$39.5K Sell
11,975
-2,909
-20% -$9.74K ﹤0.01% 2205
2024
Q4 		$50.4K Buy
+14,884
New +$54.1K ﹤0.01% 2155

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CA
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Advisors Asset Management
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LPL Financial
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Osaic Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Avantax Advisory Services's NRO Position: Q2 2025 in Review

Avantax Advisory Services increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 1.1% in Q2 2025, buying an estimated $434 and bringing the position to 12,112 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Avantax Advisory Services first reported a position in NRO in Q4 2024 and has held it in 3 quarters since. The position peaked at $50.4K in Q4 2024. 60 funds tracked by Wall St. Rank hold NRO as of Q2 2025.

  • Avantax Advisory Services held 12,112 shares of Neuberger Real Estate Securities Income Fund Inc worth $39K as of Q2 2025.
  • Avantax Advisory Services bought 137 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2025, an estimated $434.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2332 holding.
  • Avantax Advisory Services first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Neuberger Real Estate Securities Income Fund Inc position peaked at $50.4K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.