SPWG
NRO

Syntegra Private Wealth Group’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Syntegra Private Wealth Group’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
Q3 		– Sell
-14,138
Closed -$45.4K – 156
2024
Q2 		$45.4K Buy
+14,138
New +$43.6K 0.01% 148

Other funds holding NRO

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Syntegra Private Wealth Group's NRO Position: Q3 2024 in Review

Syntegra Private Wealth Group sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2024, closing a stake of 14,138 shares — an estimated $45.4K sold.

Syntegra Private Wealth Group first reported a position in NRO in Q2 2024 and held it in 1 quarter. The position peaked at $45.4K in Q2 2024. 49 funds tracked by Wall St. Rank hold NRO as of Q3 2024.

  • Syntegra Private Wealth Group reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2024 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 14,138 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2024, an estimated $45.4K.
  • Syntegra Private Wealth Group first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2024 and held it in 1 quarter.
  • Syntegra Private Wealth Group's Neuberger Real Estate Securities Income Fund Inc position peaked at $45.4K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2024.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2024, filed 22 Oct 2024.