KWM
NRO

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

Kanen 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
2026
Q2 		$2.25M Buy
738,804
+497,804
+207% +$1.49M 0.54% 24
2026
Q1 		$684K Buy
241,000
+49,000
+26% +$147K 0.25% 29
2025
Q4 		$584K Buy
+192,000
New +$594K 0.18% 28

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
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
QL
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
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kanen Wealth Management's NRO Position: Q2 2026 in Review

Kanen Wealth Management increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 207% in Q2 2026, buying an estimated $1.49M and bringing the position to 738,804 shares worth $2.25M. The position accounts for 0.54% of the portfolio, ranked #24.

Kanen Wealth Management first reported a position in NRO in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

  • Kanen Wealth Management held 738,804 shares of Neuberger Real Estate Securities Income Fund Inc worth $2.25M as of Q2 2026.
  • Kanen Wealth Management bought 497,804 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2026, an estimated $1.49M.
  • Neuberger Real Estate Securities Income Fund Inc made up 0.54% of Kanen Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Kanen Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Kanen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.