Ken Fisher
NRO

Ken Fisher’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Ken Fisher’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
2024
Q4 		– Sell
-10,931
Closed -$42.9K – 999
2024
Q3 		$42.9K Buy
+10,931
New +$38.9K ﹤0.01% 914

Other funds holding NRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ken Fisher's NRO Position: Q4 2024 in Review

Ken Fisher sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2024, closing a stake of 10,931 shares — an estimated $42.9K sold.

Ken Fisher first reported a position in NRO in Q3 2024 and held it in 1 quarter. The position peaked at $42.9K in Q3 2024. 55 funds tracked by Wall St. Rank hold NRO as of Q4 2024.

  • Ken Fisher reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2024 after selling out during the quarter.
  • Ken Fisher sold 10,931 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2024, an estimated $42.9K.
  • Ken Fisher first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2024 and held it in 1 quarter.
  • Ken Fisher's Neuberger Real Estate Securities Income Fund Inc position peaked at $42.9K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.