WA
NRO

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

Waverly 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
2026
Q1 		$54.3K Buy
+19,137
New +$57.3K ﹤0.01% 1563
2025
Q3 		– Sell
-10,946
Closed -$35.2K – 1313
2025
Q2 		$35.2K Sell
10,946
-3,099
-22% -$9.82K ﹤0.01% 1179
2025
Q1 		$46.4K Sell
14,045
-1,477
-10% -$4.95K ﹤0.01% 1103
2024
Q4 		$52.6K Buy
+15,522
New +$56.4K ﹤0.01% 977

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

Waverly Advisors's NRO Position: Q1 2026 in Review

Waverly Advisors opened a new position in Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2026: 19,137 shares worth $54.3K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in NRO as recently as Q2 2025.

Waverly Advisors first reported a position in NRO in Q4 2024 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Waverly Advisors held 19,137 shares of Neuberger Real Estate Securities Income Fund Inc worth $54.3K as of Q1 2026.
  • Neuberger Real Estate Securities Income Fund Inc was a new Waverly Advisors position in Q1 2026.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1563 holding.
  • Waverly Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2024 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.