West Wealth Group
NRO icon

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

West 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
2026
Q3 		$55K Buy
21,153
+134
+0.6% +$392 0.01% 144
2026
Q2 		$63.7K Buy
21,019
+122
+0.6% +$364 0.01% 143
2026
Q1 		$59.3K Buy
+20,897
New +$62.5K 0.01% 130

Other funds holding NRO

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

West Wealth Group's NRO Position: Q3 2026 in Review

West Wealth Group increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 0.64% in Q3 2026, buying an estimated $392 and bringing the position to 21,153 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #144.

West Wealth Group first reported a position in NRO in Q1 2026 and has held it in 3 quarters since. The position peaked at $63.7K in Q2 2026. 10 funds tracked by Wall St. Rank hold NRO as of Q3 2026.

  • West Wealth Group held 21,153 shares of Neuberger Real Estate Securities Income Fund Inc worth $55K as of Q3 2026.
  • West Wealth Group bought 134 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2026, an estimated $392.
  • Neuberger Real Estate Securities Income Fund Inc made up 0.01% of West Wealth Group's portfolio in Q3 2026, its #144 holding.
  • West Wealth Group first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2026 and has held it in 3 quarters since.
  • West Wealth Group's Neuberger Real Estate Securities Income Fund Inc position peaked at $63.7K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.