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
Q2 		$59.3K Buy
19,585
+448
+2% +$1.34K ﹤0.01% 1701
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 $5.28B AUM 14.42% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
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

Waverly Advisors's NRO Position: Q2 2026 in Review

Waverly Advisors increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 2.3% in Q2 2026, buying an estimated $1.34K and bringing the position to 19,585 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Waverly Advisors first reported a position in NRO in Q4 2024 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold NRO as of Q2 2026.

  • Waverly Advisors held 19,585 shares of Neuberger Real Estate Securities Income Fund Inc worth $59.3K as of Q2 2026.
  • Waverly Advisors bought 448 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2026, an estimated $1.34K.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1701 holding.
  • Waverly Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2024 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.