PWMG
NRO

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

Private Wealth Management 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
2026
Q1 		– Sell
-150
Closed -$456 – 1516
2025
Q4 		$456 Buy
+150
New +$464 ﹤0.01% 1412

Other funds holding NRO

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AIA
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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

Private Wealth Management Group's NRO Position: Q1 2026 in Review

Private Wealth Management Group sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2026, closing a stake of 150 shares — an estimated $456 sold.

Private Wealth Management Group first reported a position in NRO in Q4 2025 and held it in 1 quarter. The position peaked at $456 in Q4 2025. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Private Wealth Management Group reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 150 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2026, an estimated $456.
  • Private Wealth Management Group first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Neuberger Real Estate Securities Income Fund Inc position peaked at $456 in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.