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

Fingerlakes 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
2026 Q2	$48.6K	Buy	16,050 +1,664	+12%	+$4.97K	0.03%	101
2026 Q1	$40.9K	Sell	14,386 -18	-0.1%	-$54	0.03%	97
2025 Q4	$43.8K	Buy	14,404 +1,260	+10%	+$3.9K	0.03%	97
2025 Q3	$42.5K	Buy	13,144 +116	+0.9%	+$376	0.03%	98
2025 Q2	$42K	Buy	+13,028	New	+$41.3K	0.03%	92

Other funds holding NRO

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

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

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

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 $303M AUM 4.89% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Fingerlakes Wealth Management's NRO Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 12% in Q2 2026, buying an estimated $4.97K and bringing the position to 16,050 shares worth $48.6K. The position accounts for 0.03% of the portfolio, ranked #101.

Fingerlakes Wealth Management first reported a position in NRO in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

Fingerlakes Wealth Management held 16,050 shares of Neuberger Real Estate Securities Income Fund Inc worth $48.6K as of Q2 2026.
Fingerlakes Wealth Management bought 1,664 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2026, an estimated $4.97K.
Neuberger Real Estate Securities Income Fund Inc made up 0.03% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #101 holding.
Fingerlakes Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2025 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.