IAA
NRO

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
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 $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's NRO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2026: 356,420 shares worth $1.01M. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in NRO as recently as Q4 2024.

Independent Advisor Alliance first reported a position in NRO in Q4 2019 and has held it in 3 quarters since. The position peaked at $2.17M in Q4 2019. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Independent Advisor Alliance held 356,420 shares of Neuberger Real Estate Securities Income Fund Inc worth $1.01M as of Q1 2026.
  • Neuberger Real Estate Securities Income Fund Inc was a new Independent Advisor Alliance position in Q1 2026.
  • Neuberger Real Estate Securities Income Fund Inc made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #832 holding.
  • Independent Advisor Alliance first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Neuberger Real Estate Securities Income Fund Inc position peaked at $2.17M in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.