Elevated Capital Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Elevated Capital 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
2019 Q4	$1.64M	Buy	+307,745	New	+$1.65M	1.82%	17
2019 Q1	$2M	Buy	+630,388	New	+$2.83M	1.32%	23

Other funds holding NRO

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevated Capital Advisors's NRO Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2019: 307,745 shares worth $1.64M. The stake represents 1.82% of the portfolio and ranks #17 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in NRO as recently as Q1 2019.

Elevated Capital Advisors first reported a position in NRO in Q1 2019 and has held it in 2 quarters since. The position peaked at $2M in Q1 2019. 53 funds tracked by Wall St. Rank hold NRO as of Q4 2019.

Elevated Capital Advisors held 307,745 shares of Neuberger Real Estate Securities Income Fund Inc worth $1.64M as of Q4 2019.
Neuberger Real Estate Securities Income Fund Inc was a new Elevated Capital Advisors position in Q4 2019.
Neuberger Real Estate Securities Income Fund Inc made up 1.82% of Elevated Capital Advisors's portfolio in Q4 2019, its #17 holding.
Elevated Capital Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2019 and has held it in 2 quarters since.
Elevated Capital Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $2M in Q1 2019.
53 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.