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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
Q3 		$708K Sell
272,461
-109,416
-29% -$320K 0.23% 103
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

NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Shaker Financial Services's NRO Position: Q3 2026 in Review

Shaker Financial Services reduced its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 29% in Q3 2026, selling an estimated $320K and leaving 272,461 shares worth $708K. The position accounts for 0.23% of the portfolio, ranked #103.

Shaker Financial Services first reported a position in NRO in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2026. 10 funds tracked by Wall St. Rank hold NRO as of Q3 2026.

  • Shaker Financial Services held 272,461 shares of Neuberger Real Estate Securities Income Fund Inc worth $708K as of Q3 2026.
  • Shaker Financial Services sold 109,416 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2026, an estimated $320K.
  • Neuberger Real Estate Securities Income Fund Inc made up 0.23% of Shaker Financial Services's portfolio in Q3 2026, its #103 holding.
  • Shaker Financial Services first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2013 and has held it in 18 quarters since.
  • Shaker Financial Services's Neuberger Real Estate Securities Income Fund Inc position peaked at $1.16M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.