SFS
NRO

Shaker Financial Services’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Shaker Financial 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
Q2 		$1.16M Sell
381,877
-7,733
-2% -$23.1K 0.36% 81
2026
Q1 		$1.11M Buy
389,610
+270,521
+227% +$810K 0.39% 87
2025
Q4 		$362K Buy
119,089
+39,409
+49% +$122K 0.11% 148
2025
Q3 		$257K Buy
+79,680
New +$258K 0.09% 134
2024
Q3 		– Sell
-16,600
Closed -$53.3K – 170
2024
Q2 		$53.3K Buy
+16,600
New +$51.1K 0.02% 156
2023
Q4 		– Sell
-19,481
Closed -$51.9K – 165
2023
Q3 		$51.9K Sell
19,481
-88,971
-82% -$255K 0.02% 155
2023
Q2 		$315K Buy
108,452
+7,703
+8% +$21.5K 0.14% 129
2023
Q1 		$296K Buy
+100,749
New +$322K 0.13% 131
2022
Q1 		– Sell
-67,455
Closed -$339K – 174
2021
Q4 		$339K Buy
+67,455
New +$323K 0.12% 134
2021
Q2 		– Sell
-40,498
Closed -$176K – 180
2021
Q1 		$176K Buy
+40,498
New +$165K 0.07% 156
2015
Q1 		– Sell
-34,584
Closed -$175K – 153
2014
Q4 		$175K Buy
34,584
+5,253
+18% +$25.7K 0.11% 124
2014
Q3 		$135K Hold
29,331
– – 0.09% 129
2014
Q2 		$140K Buy
29,331
+12,576
+75% +$58.8K 0.09% 146
2014
Q1 		$75K Buy
16,755
+1,900
+13% +$8.27K 0.05% 134
2013
Q4 		$62K Sell
14,855
-32,749
-69% -$140K 0.04% 155
2013
Q3 		$205K Sell
47,604
-7,912
-14% -$34.8K 0.15% 145
2013
Q2 		$255K Buy
+55,516
New +$275K 0.19% 119

Other funds holding NRO

DI
Decision Investments San Diego, California $110M AUM
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Shaker Financial Services's NRO Position: Q2 2026 in Review

Shaker Financial Services reduced its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 2% in Q2 2026, selling an estimated $23.1K and leaving 381,877 shares worth $1.16M. The position accounts for 0.36% of the portfolio, ranked #81.

Shaker Financial Services first reported a position in NRO in Q2 2013 and has held it in 17 quarters since. 5 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

  • Shaker Financial Services held 381,877 shares of Neuberger Real Estate Securities Income Fund Inc worth $1.16M as of Q2 2026.
  • Shaker Financial Services sold 7,733 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2026, an estimated $23.1K.
  • Neuberger Real Estate Securities Income Fund Inc made up 0.36% of Shaker Financial Services's portfolio in Q2 2026, its #81 holding.
  • Shaker Financial Services first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2013 and has held it in 17 quarters since.
  • 5 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.