RIA
NRO

Realta Investment Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Realta Investment Advisors’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
2019
Q3 		– Sell
-366
Closed -$2K – 1734
2019
Q2 		$2K Hold
366
– – ﹤0.01% 1569
2019
Q1 		$2K Buy
+366
New +$1.64K ﹤0.01% 1224

Other funds holding NRO

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Realta Investment Advisors's NRO Position: Q3 2019 in Review

Realta Investment Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2019, closing a stake of 366 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in NRO in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 47 funds tracked by Wall St. Rank hold NRO as of Q3 2019.

  • Realta Investment Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 366 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2019, an estimated $2K.
  • Realta Investment Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $2K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.