Mid-American Wealth Advisory Group’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Mid-American Wealth Advisory 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
2025 Q3	–	Sell	-448	Closed	-$1.44K	–	219
2025 Q2	$1.44K	Buy	+448	New	+$1.42K	﹤0.01%	280
2024 Q3	–	Sell	-14,126	Closed	-$45.4K	–	54
2024 Q2	$45.4K	Sell	14,126 -4,740	-25%	-$14.6K	0.03%	57
2024 Q1	$60.1K	Sell	18,866 -13,500	-42%	-$42.2K	0.04%	48
2023 Q4	$98.5K	Sell	32,366 -143	-0.4%	-$389	0.07%	43
2023 Q3	$85.3K	Sell	32,509 -288,920	-90%	-$829K	0.07%	40
2023 Q2	$969K	Buy	+321,429	New	+$898K	0.75%	36
2022 Q1	$1.63M	Buy	341,719 +306,634	+874%	+$1.41M	1.27%	26
2021 Q4	$176K	Buy	+35,085	New	+$168K	0.14%	70

Other funds holding NRO

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $885M 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

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Calamos Advisors

Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return