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

Northwestern Mutual 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
2024 Q2	–	Sell	-127	Closed	-$404	–	3716
2024 Q1	$404	Buy	+127	New	+$397	﹤0.01%	3328
2023 Q2	–	Sell	-31	Closed	-$92	–	3518
2023 Q1	$92	Buy	+31	New	+$99	﹤0.01%	3254
2021 Q3	–	Sell	-517	Closed	-$2K	–	3147
2021 Q2	$2K	Buy	+517	New	+$2.38K	﹤0.01%	2821
2017 Q2	–	Sell	-175	Closed	-$1K	–	2116
2017 Q1	$1K	Hold	175	–	–	﹤0.01%	1924
2016 Q4	$1K	Buy	+175	New	+$885	﹤0.01%	2204
2016 Q2	–	Sell	-18,146	Closed	-$88K	–	2192
2016 Q1	$88K	Buy	+18,146	New	+$81.2K	﹤0.01%	736
2014 Q2	–	Sell	-78	Closed	–	–	1351
2014 Q1	$0	Buy	+78	New	+$340	﹤0.01%	1401

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

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Northwestern Mutual Wealth Management's NRO Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q2 2024, closing a stake of 127 shares — an estimated $404 sold.

Northwestern Mutual Wealth Management first reported a position in NRO in Q1 2014 and held it in 7 quarters. The position peaked at $88K in Q1 2016. 50 funds tracked by Wall St. Rank hold NRO as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 127 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2024, an estimated $404.
Northwestern Mutual Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2014 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $88K in Q1 2016.
50 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.