NRO — NEUBERGER BERMAN REAL ESTATE

Ownership history in NWF Advisory Services Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which NWF Advisory Services Inc. reported a position in NEUBERGER BERMAN REAL ESTATE (NRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 253,206 +108,093 +74.5% 0.09% $770K $2.95
2025 Q3 REDUCED 145,113 -25,093 -14.7% 0.10% $441K $3.04
2025 Q2 ADDED 170,206 +160,206 +1602.1% 0.07% $548K $2.94
2025 Q1 INITIATED 10,000 — — 0.01% $36K $2.93
% of Fund (quarterly)    NRO price (monthly, adj. close)

Other funds also holding NRO

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.48% Concorde Asset Management, LLC 3Y 7Y 0.2% Kanen Wealth Management LLC 3Y 0.18% Shaker Financial Services, LLC 3Y 7Y 0.11% 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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