Mid Atlantic Financial Management’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$192K	Buy	41,815 +19,388	+86%	+$94.2K	0.01%	837
2021 Q2	$108K	Sell	22,427 -13,310	-37%	-$61.2K	0.01%	898
2021 Q1	$155K	Buy	35,737 +21,379	+149%	+$87.2K	0.01%	799
2020 Q4	$60K	Sell	14,358 -524	-4%	-$2.04K	﹤0.01%	783
2020 Q3	$56K	Buy	14,882 +3,354	+29%	+$12.2K	﹤0.01%	732
2020 Q2	$40K	Buy	+11,528	New	+$37.4K	﹤0.01%	722
2020 Q1	–	Sell	-22,223	Closed	-$118K	–	742
2019 Q4	$118K	Buy	+22,223	New	+$119K	0.01%	687
2019 Q2	–	Sell	-60,805	Closed	-$288K	–	763
2019 Q1	$288K	Sell	60,805 -22,406	-27%	-$100K	0.03%	522
2018 Q4	$330K	Buy	+83,211	New	+$363K	0.04%	448

Other funds holding NRO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mid Atlantic Financial Management's NRO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 86% in Q3 2021, buying an estimated $94.2K and bringing the position to 41,815 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #837.

Mid Atlantic Financial Management first reported a position in NRO in Q4 2018 and has held it in 9 quarters since. The position peaked at $330K in Q4 2018. 45 funds tracked by Wall St. Rank hold NRO as of Q3 2021.

Mid Atlantic Financial Management held 41,815 shares of Neuberger Real Estate Securities Income Fund Inc worth $192K as of Q3 2021.
Mid Atlantic Financial Management bought 19,388 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2021, an estimated $94.2K.
Neuberger Real Estate Securities Income Fund Inc made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #837 holding.
Mid Atlantic Financial Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2018 and has held it in 9 quarters since.
Mid Atlantic Financial Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $330K in Q4 2018.
45 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.