GWM
NRO

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

Geneos 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
2025
Q3 		– Sell
-2,630
Closed -$8.47K – 2954
2025
Q2 		$8.47K Sell
2,630
-3,066
-54% -$9.71K ﹤0.01% 2385
2025
Q1 		$18.8K Buy
+5,696
New +$19.1K ﹤0.01% 2341

Other funds holding NRO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Geneos Wealth Management's NRO Position: Q3 2025 in Review

Geneos Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2025, closing a stake of 2,630 shares — an estimated $8.47K sold.

Geneos Wealth Management first reported a position in NRO in Q1 2025 and held it in 2 quarters. The position peaked at $18.8K in Q1 2025. 58 funds tracked by Wall St. Rank hold NRO as of Q3 2025.

  • Geneos Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,630 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2025, an estimated $8.47K.
  • Geneos Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $18.8K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.