Wealth Enhancement Advisory Services
NRO

Wealth Enhancement Advisory Services’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-29,970
Closed -$102K – 3099
2024
Q4 		$102K Buy
+29,970
New +$109K ﹤0.01% 2806

Other funds holding NRO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealth Enhancement Advisory Services's NRO Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2025, closing a stake of 29,970 shares — an estimated $102K sold.

Wealth Enhancement Advisory Services first reported a position in NRO in Q4 2024 and held it in 1 quarter. The position peaked at $102K in Q4 2024. 62 funds tracked by Wall St. Rank hold NRO as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 29,970 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2025, an estimated $102K.
  • Wealth Enhancement Advisory Services first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Neuberger Real Estate Securities Income Fund Inc position peaked at $102K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.