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
Q2 		$67.4K Hold
22,228
– – ﹤0.01% 1090
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 $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

Modern Wealth Management's NRO Position: Q2 2026 in Review

Modern Wealth Management held its Neuberger Real Estate Securities Income Fund Inc (NRO) position steady in Q2 2026 at 22,228 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Modern Wealth Management first reported a position in NRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $78.9K in Q4 2024. 64 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

  • Modern Wealth Management held 22,228 shares of Neuberger Real Estate Securities Income Fund Inc worth $67.4K as of Q2 2026.
  • Modern Wealth Management left its Neuberger Real Estate Securities Income Fund Inc share count unchanged in Q2 2026.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1090 holding.
  • Modern Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $78.9K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.