SWM
NRO

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

SeaCrest 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
Q4 		– Sell
-69,033
Closed -$271K – 685
2024
Q3 		$271K Buy
69,033
+4,072
+6% +$14.5K 0.03% 519
2024
Q2 		$209K Buy
64,961
+553
+0.9% +$1.7K 0.02% 569
2024
Q1 		$205K Buy
64,408
+5,581
+9% +$17.5K 0.03% 563
2023
Q4 		$181K Buy
58,827
+15,633
+36% +$42.6K 0.02% 585
2023
Q3 		$115K Buy
43,194
+3,089
+8% +$8.86K 0.01% 600
2023
Q2 		$116K Buy
40,105
+14,317
+56% +$40K 0.01% 605
2023
Q1 		$75.8K Buy
25,788
+13,536
+110% +$43.3K 0.01% 614
2022
Q4 		$36.6K Hold
12,252
– – 0.01% 624
2022
Q3 		$40K Sell
12,252
-324
-3% -$1.26K 0.01% 613
2022
Q2 		$48K Hold
12,576
– – 0.01% 1140
2022
Q1 		$60K Hold
12,576
– – 0.01% 702
2021
Q4 		$63K Hold
12,576
– – 0.01% 698
2021
Q3 		$58K Sell
12,576
-11,049
-47% -$53.7K 0.01% 668
2021
Q2 		$113K Sell
23,625
-9,554
-29% -$43.9K 0.01% 670
2021
Q1 		$144K Sell
33,179
-1,186
-3% -$4.83K 0.02% 634
2020
Q4 		$145K Sell
34,365
-11,159
-25% -$43.6K 0.02% 599
2020
Q3 		$161K Buy
+45,524
New +$166K 0.03% 537
2020
Q2 		– Sell
-15,589
Closed -$45K – 568
2020
Q1 		$45K Sell
15,589
-590
-4% -$2.84K 0.01% 500
2019
Q4 		$86K Hold
16,179
– – 0.01% 545
2019
Q3 		$88K Hold
16,179
– – 0.02% 533
2019
Q2 		$79K Sell
16,179
-5,371
-25% -$25.6K 0.02% 504
2019
Q1 		$102K Sell
21,550
-7,006
-25% -$31.4K 0.02% 684
2018
Q4 		$113K Sell
28,556
-20,136
-41% -$87.8K 0.02% 619
2018
Q3 		$230K Buy
48,692
+5,347
+12% +$26.2K 0.04% 461
2018
Q2 		$213K Buy
43,345
+5,034
+13% +$23.4K 0.04% 464
2018
Q1 		$174K Buy
38,311
+22,361
+140% +$104K 0.03% 526
2017
Q4 		$84K Buy
+15,950
New +$83.7K 0.02% 787

Other funds holding NRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SeaCrest Wealth Management's NRO Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2024, closing a stake of 69,033 shares — an estimated $271K sold.

SeaCrest Wealth Management first reported a position in NRO in Q4 2017 and held it in 27 quarters. The position peaked at $271K in Q3 2024. 55 funds tracked by Wall St. Rank hold NRO as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 69,033 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2024, an estimated $271K.
  • SeaCrest Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2017 and held it in 27 quarters.
  • SeaCrest Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $271K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.