BRWA
NRO

B. Riley Wealth Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-20,960
Closed -$67.3K – 1378
2024
Q2 		$67.3K Buy
20,960
+5,240
+33% +$16.1K ﹤0.01% 1331
2024
Q1 		$41.9K Sell
15,720
-5,240
-25% -$16.4K ﹤0.01% 1405
2023
Q4 		$63.8K Buy
20,960
+5,240
+33% +$14.3K ﹤0.01% 1344
2023
Q3 		$41.9K Hold
15,720
– – ﹤0.01% 1405
2023
Q2 		$45.6K Hold
15,720
– – ﹤0.01% 1487
2023
Q1 		$46.2K Hold
15,720
– – ﹤0.01% 1442
2022
Q4 		$47K Hold
15,720
– – ﹤0.01% 1415
2022
Q3 		$51K Sell
15,720
-126
-0.8% -$489 ﹤0.01% 1378
2022
Q2 		$61K Hold
15,846
– – ﹤0.01% 1161
2022
Q1 		$76K Sell
15,846
-4,401
-22% -$20.2K ﹤0.01% 1315
2021
Q4 		$102K Sell
20,247
-7,719
-28% -$37K ﹤0.01% 1343
2021
Q3 		$129K Hold
27,966
– – ﹤0.01% 1308
2021
Q2 		$135K Hold
27,966
– – ﹤0.01% 1278
2021
Q1 		$122K Sell
27,966
-660
-2% -$2.69K ﹤0.01% 1270
2020
Q4 		$121K Buy
28,626
+586
+2% +$2.29K 0.01% 973
2020
Q3 		$100K Buy
28,040
+860
+3% +$3.14K 0.01% 893
2020
Q2 		$95K Buy
+27,180
New +$88.3K 0.01% 824
2015
Q1 		– Sell
-1,911
Closed -$10 – 1491
2014
Q4 		$10 Buy
+1,911
New +$9.34K ﹤0.01% 2879
2014
Q3 		– Sell
-1,892
Closed -$9.03K – 1453
2014
Q2 		$9.03K Sell
1,892
-5,939
-76% -$27.8K ﹤0.01% 1828
2014
Q1 		$35K Sell
7,831
-22,778
-74% -$99.2K 0.01% 743
2013
Q4 		$127K Sell
30,609
-22,244
-42% -$95.1K 0.04% 483
2013
Q3 		$228K Sell
52,853
-53,334
-50% -$235K 0.08% 293
2013
Q2 		$488K Buy
+106,187
New +$526K 0.17% 149

Other funds holding NRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

B. Riley Wealth Advisors's NRO Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2024, closing a stake of 20,960 shares — an estimated $67.3K sold.

B. Riley Wealth Advisors first reported a position in NRO in Q2 2013 and held it in 23 quarters. The position peaked at $488K in Q2 2013. 49 funds tracked by Wall St. Rank hold NRO as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,960 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2024, an estimated $67.3K.
  • B. Riley Wealth Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2013 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $488K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.