Calamos Advisors LLC NRO — NEUBERGER BERMAN REAL ESTATE

Ownership history in Calamos Advisors LLC  ·  5 quarters on record

AI Ownership Summary

Calamos Advisors LLC reported NEUBERGER BERMAN REAL ESTATE (NRO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows NRO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Calamos Advisors LLC's position in NEUBERGER BERMAN REAL ESTATE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NRO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NRO stock page Calamos Advisors LLC fund profile Calamos Advisors LLC full holdings
How Calamos Advisors LLC held NRO — position size vs. price
% of Fund (quarterly)    NRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 354,913 +137,195 +63.0% 0.00% $1.0M 2026-05-04 $3.01
2025 Q4 ADDED — — — 217,718 +52,956 +32.1% 0.00% $662K 2026-01-29 $2.88
2025 Q3 ADDED — — — 164,762 +29,420 +21.7% 0.00% $532K 2025-10-20 $2.97
2025 Q2 REDUCED 8.0% +2.8% ❌ 135,342 -11,768 -8.0% 0.00% $436K 2025-08-08 $2.96
2025 Q1 INITIATED — — — 147,110 — — 0.00% $485K 2025-04-29 $2.82

🏢 Other funds also holding NRO

As of 2026 Q1 — sorted by position size

ABSOLUTE INVESTMENT ADVISERS, LLC 0.48% DECISION INVESTMENTS, INC 0.09% NWF Advisory Services Inc. 0.08% Fingerlakes Wealth Management, Inc. 3Y 0.03% WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.02% Live Oak Private Wealth LLC 3Y 0.02% Colorado Capital Management, Inc. 3Y 7Y 0.01% E&G Advisors, LP 3Y 7Y 0.01% Parcion Private Wealth LLC 3Y 0.01% Community Financial Services Group, LLC 3Y 7Y 0.0%

FAQ About Calamos Advisors LLC and NRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Calamos Advisors LLC reported owning NRO?

Calamos Advisors LLC reported NRO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported NRO position in Calamos Advisors LLC's portfolio?

The largest reported portfolio weight for NRO was 0.00% in 2026 Q1.

What is the latest reported NRO position on this page?

The most recent filing on this page is 2026 Q1, when Calamos Advisors LLC reported 354,913 shares, equal to 0.00% of portfolio, with an estimated market value of $1.0M.

What does the chart on this NRO ownership page compare?

The chart compares Calamos Advisors LLC's quarterly NRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Calamos Advisors LLC time their NRO position?

Based on 13F filing dates vs. subsequent NRO price moves, Calamos Advisors LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on NRO relative to SPY over the holding period was -18.3%.

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