RHODES INVESTMENT ADVISORS INC /ADV NRO — NEUBERGER REAL ESTATE

Ownership history in RHODES INVESTMENT ADVISORS INC /ADV  ·  2 quarters on record

AI Ownership Summary

RHODES INVESTMENT ADVISORS INC /ADV reported NEUBERGER REAL ESTATE (NRO) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows NRO at 0.03% 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 RHODES INVESTMENT ADVISORS INC /ADV's position in NEUBERGER 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 Q2

NRO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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
2026 Q1 to 2026 Q2

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.

How RHODES INVESTMENT ADVISORS INC /ADV 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 53.2% -12.2% ✅ 14,500 -16,500 -53.2% 0.03% $44K 2026-07-28 $3.01
2026 Q1 INITIATED — — — 31,000 — — 0.08% $94K 2026-05-14 $2.87

🏢 Other funds also holding NRO

As of 2026 Q3 — sorted by position size

DECISION INVESTMENTS, INC 0.07% Tactive Advisors, LLC 0.01% CoreCap Advisors, LLC 3Y 0.0%

FAQ About RHODES INVESTMENT ADVISORS INC /ADV and NRO

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

How long has RHODES INVESTMENT ADVISORS INC /ADV reported owning NRO?

RHODES INVESTMENT ADVISORS INC /ADV reported NRO across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported NRO position in RHODES INVESTMENT ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for NRO was 0.08% in 2026 Q1.

What is the latest reported NRO position on this page?

The most recent filing on this page is 2026 Q2, when RHODES INVESTMENT ADVISORS INC /ADV reported 14,500 shares, equal to 0.03% of portfolio, with an estimated market value of $44K.

What does the chart on this NRO ownership page compare?

The chart compares RHODES INVESTMENT ADVISORS INC /ADV'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.

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