NRO β€” NEUBERGER REAL EST SEC I

Ownership history in Kanen Wealth Management LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Kanen Wealth Management LLC reported a position in NEUBERGER REAL EST SEC I (NRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.18% (2025 Q4)
πŸ“Š Avg. % of fund
0.18%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    NRO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 192,000 β€” β€” 0.18% $584K $2.95

🏒 Other funds also holding NRO

As of 2025 Q4 β€” sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.48% Concorde Asset Management, LLC 3Y 7Y 0.2% Shaker Financial Services, LLC 3Y 7Y 0.11% NWF Advisory Services Inc. 0.09% Cornerstone Advisors, LLC 3Y 0.04% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 0.03% Fingerlakes Wealth Management, Inc. 3Y 0.03% Advisors Asset Management, Inc. 3Y 7Y 0.03% Live Oak Private Wealth LLC 3Y 0.02% Quarry LP 3Y 0.02%
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