KWM
NRO

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

Kingsview 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
2024
Q4 		– Sell
-25,524
Closed -$100K – 1158
2024
Q3 		$100K Buy
+25,524
New +$90.9K ﹤0.01% 1068

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 $2.27B AUM 18.34% 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

Kingsview Wealth Management's NRO Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2024, closing a stake of 25,524 shares — an estimated $100K sold.

Kingsview Wealth Management first reported a position in NRO in Q3 2024 and held it in 1 quarter. The position peaked at $100K in Q3 2024. 55 funds tracked by Wall St. Rank hold NRO as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 25,524 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2024, an estimated $100K.
  • Kingsview Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $100K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.