First Foundation Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

First Foundation 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 Q3	–	Sell	-115,795	Closed	-$567K	–	368
2019 Q2	$567K	Buy	115,795 +100,506	+657%	+$480K	0.03%	211
2019 Q1	$73K	Hold	15,289	–	–	﹤0.01%	327
2018 Q4	$61K	Hold	15,289	–	–	﹤0.01%	371
2018 Q3	$72K	Sell	15,289 -1,239	-7%	-$6.08K	﹤0.01%	351
2018 Q2	$81K	Hold	16,528	–	–	﹤0.01%	323
2018 Q1	$75K	Hold	16,528	–	–	﹤0.01%	309
2017 Q4	$87K	Hold	16,528	–	–	﹤0.01%	317
2017 Q3	$88K	Hold	16,528	–	–	0.01%	297
2017 Q2	$85K	Hold	16,528	–	–	0.01%	305
2017 Q1	$84K	Hold	16,528	–	–	0.01%	304
2016 Q4	$85K	Buy	16,528 +4,781	+41%	+$24.2K	0.01%	300
2016 Q3	$64K	Buy	+11,747	New	+$64.8K	﹤0.01%	285

Other funds holding NRO

AAM

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

SPIA

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

LTFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

First Foundation Advisors's NRO Position: Q3 2019 in Review

First Foundation Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2019, closing a stake of 115,795 shares — an estimated $567K sold.

First Foundation Advisors first reported a position in NRO in Q3 2016 and held it in 12 quarters. The position peaked at $567K in Q2 2019. 47 funds tracked by Wall St. Rank hold NRO as of Q3 2019.

First Foundation Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2019 after selling out during the quarter.
First Foundation Advisors sold 115,795 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2019, an estimated $567K.
First Foundation Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2016 and held it in 12 quarters.
First Foundation Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $567K in Q2 2019.
47 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2019.

Based on First Foundation Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.