LFG
NRO

Larson Financial Group’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Larson Financial Group’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 		$34.4K Sell
12,100
-1,105
-8% -$3.31K ﹤0.01% 1559
2025
Q4 		$40.1K Sell
13,205
-3,695
-22% -$11.4K ﹤0.01% 1350
2025
Q3 		$54.6K Buy
16,900
+4,800
+40% +$15.6K ﹤0.01% 1122
2025
Q2 		$39K Hold
12,100
– – ﹤0.01% 1169
2025
Q1 		$39.9K Sell
12,100
-581
-5% -$1.95K ﹤0.01% 1109
2024
Q4 		$43K Buy
12,681
+3,986
+46% +$14.5K ﹤0.01% 948
2024
Q3 		$34.1K Hold
8,695
– – ﹤0.01% 1027
2024
Q2 		$27.9K Hold
8,695
– – ﹤0.01% 966
2024
Q1 		$27.7K Buy
8,695
+3,298
+61% +$10.3K ﹤0.01% 821
2023
Q4 		$16.4K Hold
5,397
– – ﹤0.01% 902
2023
Q3 		$14.4K Hold
5,397
– – ﹤0.01% 903
2023
Q2 		$15.7K Buy
5,397
+3,144
+140% +$8.79K ﹤0.01% 803
2023
Q1 		$6.62K Hold
2,253
– – ﹤0.01% 1023
2022
Q4 		$6.73K Hold
2,253
– – ﹤0.01% 969
2022
Q3 		$7K Hold
2,253
– – ﹤0.01% 882
2022
Q2 		$9K Hold
2,253
– – ﹤0.01% 754
2022
Q1 		$11K Hold
2,253
– – ﹤0.01% 638
2021
Q4 		$11K Buy
+2,253
New +$10.8K ﹤0.01% 669

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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Larson Financial Group's NRO Position: Q1 2026 in Review

Larson Financial Group reduced its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 8.4% in Q1 2026, selling an estimated $3.31K and leaving 12,100 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Larson Financial Group first reported a position in NRO in Q4 2021 and has held it in 18 quarters since. The position peaked at $54.6K in Q3 2025. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Larson Financial Group held 12,100 shares of Neuberger Real Estate Securities Income Fund Inc worth $34.4K as of Q1 2026.
  • Larson Financial Group sold 1,105 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2026, an estimated $3.31K.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1559 holding.
  • Larson Financial Group first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2021 and has held it in 18 quarters since.
  • Larson Financial Group's Neuberger Real Estate Securities Income Fund Inc position peaked at $54.6K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.