Independent Advisor Alliance’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-356,420	Closed	-$1.01M	–	1439
2026 Q1	$1.01M	Buy	+356,420	New	+$1.07M	0.01%	832
2025 Q1	–	Sell	-447,446	Closed	-$1.52M	–	1172
2024 Q4	$1.52M	Buy	+447,446	New	+$1.63M	0.02%	595
2020 Q1	–	Sell	-407,667	Closed	-$2.17M	–	703
2019 Q4	$2.17M	Buy	+407,667	New	+$2.18M	0.09%	226

Other funds holding NRO

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SFS

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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Independent Advisor Alliance's NRO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q2 2026, closing a stake of 356,420 shares — an estimated $1.01M sold.

Independent Advisor Alliance first reported a position in NRO in Q4 2019 and held it in 3 quarters. The position peaked at $2.17M in Q4 2019. 64 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

Independent Advisor Alliance reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 356,420 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2026, an estimated $1.01M.
Independent Advisor Alliance first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Neuberger Real Estate Securities Income Fund Inc position peaked at $2.17M in Q4 2019.
64 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.