EWA
NRO

Evolution Wealth Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Evolution Wealth 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
2026
Q1 		$34.8K Hold
12,238
– – ﹤0.01% 175
2025
Q4 		$37.2K Buy
12,238
+119
+1% +$368 ﹤0.01% 164
2025
Q3 		$39.1K Buy
12,119
+344
+3% +$1.11K 0.01% 164
2025
Q2 		$37.9K Buy
11,775
+337
+3% +$1.07K 0.01% 169
2025
Q1 		$37.7K Sell
11,438
-221
-2% -$740 0.01% 148
2024
Q4 		$39.5K Buy
11,659
+282
+2% +$1.02K 0.01% 142
2024
Q3 		$44.6K Buy
11,377
+268
+2% +$954 0.01% 133
2024
Q2 		$35.7K Buy
11,109
+210
+2% +$647 0.01% 131
2024
Q1 		$34.7K Hold
10,899
– – 0.01% 130
2023
Q4 		$33.2K Hold
10,899
– – 0.01% 125
2023
Q3 		$29K Hold
10,899
– – 0.01% 117
2023
Q2 		$31.6K Hold
10,899
– – 0.01% 114
2023
Q1 		$32K Buy
+10,899
New +$34.8K 0.01% 118
2021
Q4 		– Sell
-5,974
Closed -$27K – 469
2021
Q3 		$27K Buy
+5,974
New +$29K 0.01% 284

Other funds holding NRO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Evolution Wealth Advisors's NRO Position: Q1 2026 in Review

Evolution Wealth Advisors held its Neuberger Real Estate Securities Income Fund Inc (NRO) position steady in Q1 2026 at 12,238 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Evolution Wealth Advisors first reported a position in NRO in Q3 2021 and has held it in 14 quarters since. The position peaked at $44.6K in Q3 2024. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Evolution Wealth Advisors held 12,238 shares of Neuberger Real Estate Securities Income Fund Inc worth $34.8K as of Q1 2026.
  • Evolution Wealth Advisors left its Neuberger Real Estate Securities Income Fund Inc share count unchanged in Q1 2026.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Evolution Wealth Advisors's portfolio in Q1 2026, its #175 holding.
  • Evolution Wealth Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2021 and has held it in 14 quarters since.
  • Evolution Wealth Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $44.6K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.