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

Spire 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 Q2	–	Sell	-623	Closed	-$1.98K	–	2339
2024 Q1	$1.98K	Hold	623	–	–	﹤0.01%	2102
2023 Q4	$1.9K	Hold	623	–	–	﹤0.01%	2154
2023 Q3	$1.66K	Hold	623	–	–	﹤0.01%	2162
2023 Q2	$1.81K	Hold	623	–	–	﹤0.01%	2218
2023 Q1	$1.83K	Hold	623	–	–	﹤0.01%	2281
2022 Q4	$2K	Hold	623	–	–	﹤0.01%	2074
2022 Q3	$2K	Sell	623 -943	-60%	-$3.66K	﹤0.01%	1974
2022 Q2	$6K	Buy	1,566 +321	+26%	+$1.38K	﹤0.01%	2084
2022 Q1	$6K	Hold	1,245	–	–	﹤0.01%	2202
2021 Q4	$6K	Hold	1,245	–	–	﹤0.01%	2525
2021 Q3	$6K	Hold	1,245	–	–	﹤0.01%	2244
2021 Q2	$6K	Hold	1,245	–	–	﹤0.01%	2280
2021 Q1	$5K	Buy	+1,245	New	+$5.08K	﹤0.01%	2641

Other funds holding NRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Spire Wealth Management's NRO Position: Q2 2024 in Review

Spire Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q2 2024, closing a stake of 623 shares — an estimated $1.98K sold.

Spire Wealth Management first reported a position in NRO in Q1 2021 and held it in 13 quarters. The position peaked at $6K in Q2 2022. 50 funds tracked by Wall St. Rank hold NRO as of Q2 2024.

Spire Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 623 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2024, an estimated $1.98K.
Spire Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $6K in Q2 2022.
50 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.