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

Next Financial 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
2021 Q4	$380K	Buy	75,621 +16,363	+28%	+$78.4K	0.03%	648
2021 Q3	$271K	Buy	59,258 +1,701	+3%	+$8.27K	0.02%	708
2021 Q2	$276K	Sell	57,557 -490	-0.8%	-$2.25K	0.02%	716
2021 Q1	$253K	Buy	58,047 +2,443	+4%	+$9.96K	0.02%	683
2020 Q4	$234K	Buy	55,604 +2,666	+5%	+$10.4K	0.02%	659
2020 Q3	$187K	Sell	52,938 -3,668	-6%	-$13.4K	0.02%	647
2020 Q2	$196K	Sell	56,606 -9,561	-14%	-$31.1K	0.02%	551
2020 Q1	$189K	Buy	66,167 +58,271	+738%	+$280K	0.02%	556
2019 Q4	$42K	Buy	7,896 +5,800	+277%	+$31.1K	﹤0.01%	1256
2019 Q3	$11K	Buy	+2,096	New	+$10.8K	﹤0.01%	1683
2017 Q1	–	Sell	-2,515	Closed	-$13K	–	2149
2016 Q4	$13K	Hold	2,515	–	–	﹤0.01%	1543
2016 Q3	$14K	Buy	+2,515	New	+$13.9K	﹤0.01%	1517
2014 Q4	–	Sell	-2,515	Closed	-$12K	–	2196
2014 Q3	$12K	Buy	+2,515	New	+$12K	﹤0.01%	1675

Other funds holding NRO

Morgan Stanley New York $1.66T AUM 25.57% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Next Financial Group's NRO Position: Q4 2021 in Review

Next Financial Group increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 28% in Q4 2021, buying an estimated $78.4K and bringing the position to 75,621 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #648.

Next Financial Group first reported a position in NRO in Q3 2014 and has held it in 13 quarters since. 50 funds tracked by Wall St. Rank hold NRO as of Q4 2021.

Next Financial Group held 75,621 shares of Neuberger Real Estate Securities Income Fund Inc worth $380K as of Q4 2021.
Next Financial Group bought 16,363 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2021, an estimated $78.4K.
Neuberger Real Estate Securities Income Fund Inc made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #648 holding.
Next Financial Group first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2014 and has held it in 13 quarters since.
50 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.