FWM
NRO

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
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

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

Fingerlakes Wealth Management's NRO Position: Q1 2026 in Review

Fingerlakes Wealth Management reduced its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 0.12% in Q1 2026, selling an estimated $54 and leaving 14,386 shares worth $40.9K. The position accounts for 0.03% of the portfolio, ranked #97.

Fingerlakes Wealth Management first reported a position in NRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $43.8K in Q4 2025. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Fingerlakes Wealth Management held 14,386 shares of Neuberger Real Estate Securities Income Fund Inc worth $40.9K as of Q1 2026.
  • Fingerlakes Wealth Management sold 18 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2026, an estimated $54.
  • Neuberger Real Estate Securities Income Fund Inc made up 0.03% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Fingerlakes Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2025 and has held it in 4 quarters since.
  • Fingerlakes Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $43.8K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.