IA
NRO

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

IFP 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
2023
Q1 		– Sell
-60,825
Closed -$298K – 4079
2022
Q4 		$298K Sell
60,825
-7,321
-11% -$23.6K 0.01% 1146
2022
Q3 		$333K Hold
68,146
– – 0.01% 1135
2022
Q2 		$333K Hold
68,146
– – 0.01% 1021
2022
Q1 		$333K Buy
+68,146
New +$313K 0.01% 1021
2019
Q1 		$176K Buy
+37,658
New +$169K 0.02% 505
2018
Q3 		– Sell
-6,498
Closed -$32K – 3951
2018
Q2 		$32K Hold
6,498
– – ﹤0.01% 2180
2018
Q1 		$34K Hold
6,498
– – ﹤0.01% 2035
2017
Q4 		$34K Sell
6,498
-4,894
-43% -$25.7K ﹤0.01% 2060
2017
Q3 		$61K Buy
11,392
+1,877
+20% +$9.81K ﹤0.01% 1871
2017
Q2 		$49K Buy
9,515
+1,589
+20% +$8.12K ﹤0.01% 1986
2017
Q1 		$40K Sell
7,926
-1,180
-13% -$5.98K ﹤0.01% 2056
2016
Q4 		$47K Sell
9,106
-566
-6% -$2.86K ﹤0.01% 1922
2016
Q3 		$53K Sell
9,672
-63,376
-87% -$350K ﹤0.01% 1774
2016
Q2 		$396K Buy
73,048
+35,390
+94% +$178K 0.02% 642
2016
Q1 		$176K Sell
37,658
-20,126
-35% -$90.1K 0.02% 505
2015
Q4 		$276K Buy
+57,784
New +$270K 0.02% 702

Other funds holding NRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFP Advisors's NRO Position: Q1 2023 in Review

IFP Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2023, closing a stake of 60,825 shares — an estimated $298K sold.

IFP Advisors first reported a position in NRO in Q4 2015 and held it in 16 quarters. The position peaked at $396K in Q2 2016. 59 funds tracked by Wall St. Rank hold NRO as of Q1 2023.

  • IFP Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 60,825 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2023, an estimated $298K.
  • IFP Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $396K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.