MWM
NRO

Modern Wealth Management’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Modern Wealth 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
2026
Q1 		$64K Hold
22,228
– – ﹤0.01% 869
2025
Q4 		$67.6K Hold
22,228
– – ﹤0.01% 835
2025
Q3 		$71.8K Hold
22,228
– – ﹤0.01% 796
2025
Q2 		$71.6K Hold
22,228
– – ﹤0.01% 769
2025
Q1 		$73.4K Sell
22,228
-1,067
-5% -$3.57K ﹤0.01% 670
2024
Q4 		$78.9K Buy
+23,295
New +$84.7K ﹤0.01% 574

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

Modern Wealth Management's NRO Position: Q1 2026 in Review

Modern Wealth Management held its Neuberger Real Estate Securities Income Fund Inc (NRO) position steady in Q1 2026 at 22,228 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Modern Wealth Management first reported a position in NRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $78.9K in Q4 2024. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Modern Wealth Management held 22,228 shares of Neuberger Real Estate Securities Income Fund Inc worth $64K as of Q1 2026.
  • Modern Wealth Management left its Neuberger Real Estate Securities Income Fund Inc share count unchanged in Q1 2026.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #869 holding.
  • Modern Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2024 and has held it in 6 quarters since.
  • Modern Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $78.9K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.