PWPS
NRO

Pinnacle Wealth Planning Services’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-1,036
Closed -$3.15K – 2824
2025
Q4 		$3.15K Buy
+1,036
New +$3.2K ﹤0.01% 2387

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

Pinnacle Wealth Planning Services's NRO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2026, closing a stake of 1,036 shares — an estimated $3.15K sold.

Pinnacle Wealth Planning Services first reported a position in NRO in Q4 2025 and held it in 1 quarter. The position peaked at $3.15K in Q4 2025. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,036 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2026, an estimated $3.15K.
  • Pinnacle Wealth Planning Services first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Neuberger Real Estate Securities Income Fund Inc position peaked at $3.15K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.