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Cape Investment Advisory’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Cape Investment Advisory’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
2026
Q3 		$520 Hold
200
– – ﹤0.01% 1406
2026
Q2 		$606 Buy
+200
New +$597 ﹤0.01% 1383

Other funds holding NRO

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's NRO Position: Q3 2026 in Review

Cape Investment Advisory held its Neuberger Real Estate Securities Income Fund Inc (NRO) position steady in Q3 2026 at 200 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Cape Investment Advisory first reported a position in NRO in Q2 2026 and has held it in 2 quarters since. The position peaked at $606 in Q2 2026. 8 funds tracked by Wall St. Rank hold NRO as of Q3 2026.

  • Cape Investment Advisory held 200 shares of Neuberger Real Estate Securities Income Fund Inc worth $520 as of Q3 2026.
  • Cape Investment Advisory left its Neuberger Real Estate Securities Income Fund Inc share count unchanged in Q3 2026.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1406 holding.
  • Cape Investment Advisory first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's Neuberger Real Estate Securities Income Fund Inc position peaked at $606 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.