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
Q2 		$29.7K Sell
9,800
-2,300
-19% -$6.87K ﹤0.01% 1786
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 $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
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 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

Larson Financial Group's NRO Position: Q2 2026 in Review

Larson Financial Group reduced its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 19% in Q2 2026, selling an estimated $6.87K and leaving 9,800 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Larson Financial Group first reported a position in NRO in Q4 2021 and has held it in 19 quarters since. The position peaked at $54.6K in Q3 2025. 64 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

  • Larson Financial Group held 9,800 shares of Neuberger Real Estate Securities Income Fund Inc worth $29.7K as of Q2 2026.
  • Larson Financial Group sold 2,300 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2026, an estimated $6.87K.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1786 holding.
  • Larson Financial Group first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2021 and has held it in 19 quarters since.
  • Larson Financial Group's Neuberger Real Estate Securities Income Fund Inc position peaked at $54.6K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.