Creative Planning
NRO

Creative Planning’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Creative Planning’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
Q2 		– Sell
-10,081
Closed -$28.6K – 4375
2026
Q1 		$28.6K Sell
10,081
-636
-6% -$1.9K ﹤0.01% 4030
2025
Q4 		$32.6K Buy
+10,717
New +$33.1K ﹤0.01% 3828
2025
Q1 		– Sell
-11,314
Closed -$38.3K – 3650
2024
Q4 		$38.3K Buy
+11,314
New +$41.1K ﹤0.01% 3275
2017
Q3 		– Sell
-1,641
Closed -$8K – 3089
2017
Q2 		$8K Hold
1,641
– – ﹤0.01% 3761
2017
Q1 		$8K Hold
1,641
– – ﹤0.01% 3727
2016
Q4 		$8K Sell
1,641
-4,906
-75% -$24.8K ﹤0.01% 3699
2016
Q3 		$36K Sell
6,547
-148
-2% -$816 ﹤0.01% 2623
2016
Q2 		$36K Sell
6,695
-370
-5% -$1.86K ﹤0.01% 2374
2016
Q1 		$34K Hold
7,065
– – ﹤0.01% 2371
2015
Q4 		$34K Buy
7,065
+1,477
+26% +$6.9K ﹤0.01% 2427
2015
Q3 		$25K Buy
+5,588
New +$25.3K ﹤0.01% 2558
2015
Q2 		– Sell
-7,701
Closed -$40K – 2364
2015
Q1 		$40K Buy
7,701
+2,113
+38% +$10.9K ﹤0.01% 2181
2014
Q4 		$28K Buy
5,588
+4,487
+408% +$21.9K ﹤0.01% 2405
2014
Q3 		$5K Buy
1,101
+419
+61% +$2K ﹤0.01% 3302
2014
Q2 		$3K Buy
682
+577
+550% +$2.7K ﹤0.01% 3411
2014
Q1 		$0 Hold
105
– – ﹤0.01% 3714
2013
Q4 		$0 Buy
+105
New +$449 ﹤0.01% 3416

Other funds holding NRO

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Creative Planning's NRO Position: Q2 2026 in Review

Creative Planning sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q2 2026, closing a stake of 10,081 shares — an estimated $28.6K sold.

Creative Planning first reported a position in NRO in Q4 2013 and held it in 17 quarters. The position peaked at $40K in Q1 2015. 64 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

  • Creative Planning reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 10,081 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2026, an estimated $28.6K.
  • Creative Planning first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2013 and held it in 17 quarters.
  • Creative Planning's Neuberger Real Estate Securities Income Fund Inc position peaked at $40K in Q1 2015.
  • 64 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.