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

Soltis 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
2025
Q2 		– Sell
-21,225
Closed -$70K – 406
2025
Q1 		$70K Sell
21,225
-406
-2% -$1.36K 0.01% 360
2024
Q4 		$73.3K Buy
+21,631
New +$78.6K 0.01% 366

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CA
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Advisors Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Soltis Investment Advisors's NRO Position: Q2 2025 in Review

Soltis Investment Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q2 2025, closing a stake of 21,225 shares — an estimated $70K sold.

Soltis Investment Advisors first reported a position in NRO in Q4 2024 and held it in 2 quarters. The position peaked at $73.3K in Q4 2024. 60 funds tracked by Wall St. Rank hold NRO as of Q2 2025.

  • Soltis Investment Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q2 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 21,225 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2025, an estimated $70K.
  • Soltis Investment Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2024 and held it in 2 quarters.
  • Soltis Investment Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $73.3K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2025.

Based on Soltis Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.