LPL Financial
NRO

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

LPL Financial’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 		$1.05M Buy
368,021
+31,842
+9% +$95.3K ﹤0.01% 4133
2025
Q4 		$1.02M Buy
336,179
+4,144
+1% +$12.8K ﹤0.01% 4051
2025
Q3 		$1.07M Buy
332,035
+76,621
+30% +$248K ﹤0.01% 3933
2025
Q2 		$822K Buy
255,414
+1,106
+0.4% +$3.5K ﹤0.01% 3926
2025
Q1 		$839K Buy
254,308
+14,484
+6% +$48.5K ﹤0.01% 3706
2024
Q4 		$812K Sell
239,824
-2,476
-1% -$9K ﹤0.01% 3682
2024
Q3 		$950K Sell
242,300
-74,966
-24% -$267K ﹤0.01% 3449
2024
Q2 		$1.02M Buy
317,266
+3,892
+1% +$12K ﹤0.01% 3240
2024
Q1 		$999K Sell
313,374
-6,817
-2% -$21.3K ﹤0.01% 3183
2023
Q4 		$975K Sell
320,191
-13,856
-4% -$37.7K ﹤0.01% 3072
2023
Q3 		$889K Sell
334,047
-11,807
-3% -$33.9K ﹤0.01% 2995
2023
Q2 		$1M Sell
345,854
-21,587
-6% -$60.3K ﹤0.01% 2826
2023
Q1 		$1.08M Buy
367,441
+149,123
+68% +$477K ﹤0.01% 2689
2022
Q4 		$652K Sell
218,318
-75,376
-26% -$243K ﹤0.01% 3024
2022
Q3 		$947K Buy
293,694
+8,606
+3% +$33.4K ﹤0.01% 2587
2022
Q2 		$1.09M Buy
285,088
+15,119
+6% +$65.1K ﹤0.01% 2513
2022
Q1 		$1.28M Buy
269,969
+16,856
+7% +$77.4K ﹤0.01% 2408
2021
Q4 		$1.27M Buy
253,113
+38,021
+18% +$182K ﹤0.01% 2447
2021
Q3 		$985K Buy
215,092
+5,500
+3% +$26.7K ﹤0.01% 2631
2021
Q2 		$1.01M Buy
209,592
+26,234
+14% +$121K ﹤0.01% 2564
2021
Q1 		$798K Buy
183,358
+37,132
+25% +$151K ﹤0.01% 2603
2020
Q4 		$615K Buy
146,226
+5,261
+4% +$20.5K ﹤0.01% 2575
2020
Q3 		$499K Buy
140,965
+11,118
+9% +$40.5K ﹤0.01% 2458
2020
Q2 		$450K Buy
129,847
+14,445
+13% +$46.9K ﹤0.01% 2489
2020
Q1 		$330K Buy
115,402
+45,533
+65% +$219K ﹤0.01% 2417
2019
Q4 		$372K Sell
69,869
-4,077
-6% -$21.9K ﹤0.01% 2607
2019
Q3 		$400K Buy
73,946
+23,475
+47% +$121K ﹤0.01% 2448
2019
Q2 		$247K Buy
50,471
+9,696
+24% +$46.3K ﹤0.01% 2861
2019
Q1 		$193K Buy
40,775
+6,793
+20% +$30.5K ﹤0.01% 2956
2018
Q4 		$135K Sell
33,982
-11,178
-25% -$48.7K ﹤0.01% 2913
2018
Q3 		$213K Buy
45,160
+10,752
+31% +$52.7K ﹤0.01% 2951
2018
Q2 		$169K Sell
34,408
-5,258
-13% -$24.5K ﹤0.01% 3020
2018
Q1 		$181K Sell
39,666
-6,602
-14% -$30.9K ﹤0.01% 2981
2017
Q4 		$244K Buy
46,268
+15,467
+50% +$81.2K ﹤0.01% 2655
2017
Q3 		$165K Sell
30,801
-6,470
-17% -$33.8K ﹤0.01% 2708
2017
Q2 		$192K Sell
37,271
-119,424
-76% -$610K ﹤0.01% 2597
2017
Q1 		$803K Buy
156,695
+6,921
+5% +$35.1K 0.01% 1416
2016
Q4 		$765K Buy
149,774
+20,489
+16% +$104K 0.01% 1396
2016
Q3 		$687K Buy
129,285
+20,339
+19% +$112K 0.01% 1474
2016
Q2 		$599K Sell
108,946
-96,542
-47% -$485K 0.01% 1524
2016
Q1 		$982K Sell
205,488
-2,663
-1% -$11.9K ﹤0.01% 1689
2015
Q4 		$973K Buy
208,151
+95,902
+85% +$448K ﹤0.01% 1702
2015
Q3 		$510K Buy
112,249
+2,920
+3% +$13.2K ﹤0.01% 1775
2015
Q2 		$502K Buy
109,329
+3,303
+3% +$16K ﹤0.01% 1902
2015
Q1 		$547K Buy
106,026
+3,669
+4% +$19K ﹤0.01% 1794
2014
Q4 		$517K Sell
102,357
-4,023
-4% -$19.7K ﹤0.01% 1746
2014
Q3 		$488K Buy
106,380
+23,567
+28% +$112K ﹤0.01% 1807
2014
Q2 		$395K Buy
82,813
+887
+1% +$4.14K ﹤0.01% 1984
2014
Q1 		$369K Sell
81,926
-7,381
-8% -$32.1K ﹤0.01% 1987
2013
Q4 		$370K Sell
89,307
-4,532
-5% -$19.4K ﹤0.01% 1953
2013
Q3 		$405K Sell
93,839
-5,289
-5% -$23.3K ﹤0.01% 1796
2013
Q2 		$456K Buy
+99,128
New +$491K ﹤0.01% 1626

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's NRO Position: Q1 2026 in Review

LPL Financial increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 9.5% in Q1 2026, buying an estimated $95.3K and bringing the position to 368,021 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #4133.

LPL Financial first reported a position in NRO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.28M in Q1 2022. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • LPL Financial held 368,021 shares of Neuberger Real Estate Securities Income Fund Inc worth $1.05M as of Q1 2026.
  • LPL Financial bought 31,842 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2026, an estimated $95.3K.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4133 holding.
  • LPL Financial first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Neuberger Real Estate Securities Income Fund Inc position peaked at $1.28M in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.