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

Summit Financial’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	$30.7K	Buy	+10,131	New	+$30.2K	﹤0.01%	1577

Other funds holding NRO

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Calamos Advisors

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Summit Financial's NRO Position: Q2 2026 in Review

Summit Financial opened a new position in Neuberger Real Estate Securities Income Fund Inc (NRO) in Q2 2026: 10,131 shares worth $30.7K. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings.

64 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

Summit Financial held 10,131 shares of Neuberger Real Estate Securities Income Fund Inc worth $30.7K as of Q2 2026.
Neuberger Real Estate Securities Income Fund Inc was a new Summit Financial position in Q2 2026.
Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1577 holding.
64 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.