EWM
NRO

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

Empirical 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
2021
Q4 		– Sell
-19,864
Closed -$91K – 531
2021
Q3 		$91K Buy
+19,864
New +$96.5K 0.01% 440

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Empirical Wealth Management's NRO Position: Q4 2021 in Review

Empirical Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2021, closing a stake of 19,864 shares — an estimated $91K sold.

Empirical Wealth Management first reported a position in NRO in Q3 2021 and held it in 1 quarter. The position peaked at $91K in Q3 2021. 50 funds tracked by Wall St. Rank hold NRO as of Q4 2021.

  • Empirical Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 19,864 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2021, an estimated $91K.
  • Empirical Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2021 and held it in 1 quarter.
  • Empirical Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $91K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2021.

Based on Empirical Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.