WLPWM
NRO

Walled Lake Planning & Wealth Management’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Walled Lake Planning & 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
2026
Q1 		– Sell
-32,700
Closed -$99.4K – 145
2025
Q4 		$99.4K Hold
32,700
– – 0.03% 135
2025
Q3 		$106K Hold
32,700
– – 0.03% 139
2025
Q2 		$105K Hold
32,700
– – 0.03% 139
2025
Q1 		$108K Sell
32,700
-1,570
-5% -$5.26K 0.04% 132
2024
Q4 		$116K Hold
34,270
– – 0.04% 129
2024
Q3 		$134K Hold
34,270
– – 0.05% 129
2024
Q2 		$110K Hold
34,270
– – 0.04% 122
2024
Q1 		$109K Buy
+34,270
New +$107K 0.04% 116

Other funds holding NRO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Walled Lake Planning & Wealth Management's NRO Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2026, closing a stake of 32,700 shares — an estimated $99.4K sold.

Walled Lake Planning & Wealth Management first reported a position in NRO in Q1 2024 and held it in 8 quarters. The position peaked at $134K in Q3 2024. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Walled Lake Planning & Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 32,700 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2026, an estimated $99.4K.
  • Walled Lake Planning & Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2024 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $134K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.