Fortis Group Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Fortis Group 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	$1.89K	Hold	666	–	–	﹤0.01%	495
2025 Q4	$2.02K	Hold	666	–	–	﹤0.01%	493
2025 Q3	$2.15K	Hold	666	–	–	﹤0.01%	448
2025 Q2	$2.15K	Hold	666	–	–	﹤0.01%	442
2025 Q1	$2.2K	Sell	666 -32	-5%	-$107	﹤0.01%	405
2024 Q4	$2.36K	Hold	698	–	–	﹤0.01%	419
2024 Q3	$2.74K	Hold	698	–	–	﹤0.01%	404
2024 Q2	$2.24K	Hold	698	–	–	﹤0.01%	412
2024 Q1	$2.22K	Sell	698 -698	-50%	-$2.18K	﹤0.01%	433
2023 Q4	$4.25K	Buy	1,396 +698	+100%	+$1.9K	﹤0.01%	369
2023 Q3	$1.86K	Buy	+698	New	+$2K	﹤0.01%	367
2020 Q3	$2K	Buy	+698	New	+$2.54K	﹤0.01%	400

Other funds holding NRO

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Quarry LP New York $496M AUM 23.92% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Calamos Advisors

Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return