BWM
NRO

Baystate Wealth Management’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$1.63K Buy
+534
New +$1.45K ﹤0.01% 1097

Other funds holding NRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 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
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Baystate Wealth Management's NRO Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2023: 534 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings.

56 funds tracked by Wall St. Rank hold NRO as of Q4 2023.

  • Baystate Wealth Management held 534 shares of Neuberger Real Estate Securities Income Fund Inc worth $1.63K as of Q4 2023.
  • Neuberger Real Estate Securities Income Fund Inc was a new Baystate Wealth Management position in Q4 2023.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1097 holding.
  • 56 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.