LMKC
NRO

L.M. Kohn & Company’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-18,581
Closed -$59.8K – 231
2025
Q2 		$59.8K Hold
18,581
– – 0.02% 280
2025
Q1 		$61.3K Sell
18,581
-965
-5% -$3.23K 0.02% 273
2024
Q4 		$66.2K Sell
19,546
-1,048
-5% -$3.81K 0.02% 260
2024
Q3 		$80.8K Sell
20,594
-1,580
-7% -$5.62K 0.02% 281
2024
Q2 		$71.2K Hold
22,174
– – 0.02% 267
2024
Q1 		$70.7K Buy
22,174
+5,240
+31% +$16.4K 0.02% 271
2023
Q4 		$51.5K Buy
16,934
+1,048
+7% +$2.85K 0.02% 243
2023
Q3 		$42.3K Buy
15,886
+1,153
+8% +$3.31K 0.02% 237
2023
Q2 		$42.7K Buy
14,733
+1,048
+8% +$2.93K 0.02% 235
2023
Q1 		$40.2K Sell
13,685
-1,048
-7% -$3.35K 0.02% 221
2022
Q4 		$44K Buy
14,733
+1
+0% +$3 0.02% 221
2022
Q3 		$48K Sell
14,732
-1
-0% -$4 0.02% 216
2022
Q2 		$57K Hold
14,733
– – 0.03% 229
2022
Q1 		$71K Buy
+14,733
New +$67.7K 0.03% 238

Other funds holding NRO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

L.M. Kohn & Company's NRO Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2025, closing a stake of 18,581 shares — an estimated $59.8K sold.

L.M. Kohn & Company first reported a position in NRO in Q1 2022 and held it in 14 quarters. The position peaked at $80.8K in Q3 2024. 58 funds tracked by Wall St. Rank hold NRO as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 18,581 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2025, an estimated $59.8K.
  • L.M. Kohn & Company first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's Neuberger Real Estate Securities Income Fund Inc position peaked at $80.8K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.