Evolution Wealth Advisors, LLC

Position in NRO — Neuberger Real Estate Securities Income Fund Inc

CIK 1763121 AVENTURA, FL

Position in NRO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$37,081

+$2,326 QoQ

Shares Held

12,238

0.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#46

of 64 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $255,665 across 2 Asset Management names. NRO ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BMEZ	BlackRock Health Sciences Term Trust	14,240	$218,584
2	NRO	Neuberger Real Estate Securities Income Fund Inc This page	12,238	$37,081

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,081	12,238	0.0%	Shares	Sole	2026-07-29
2026-03-31	$34,755	12,238	0.0%	Shares	Sole	2026-05-08
2025-12-31	$37,203	12,238	+1.0%	Shares	Sole	2026-01-12
2025-09-30	$39,144	12,119	+2.9%	Shares	Sole	2025-10-28
2025-06-30	$37,915	11,775	+2.9%	Shares	Sole	2025-08-08
2025-03-31	$37,745	11,438	+2.8%	Shares	Sole	2025-05-09
2024-12-31	$39,493	11,125	+2.5%	Shares	Sole	2025-01-17
2024-09-30	$44,618	10,856	+2.4%	Shares	Sole	2024-11-06
2024-06-30	$35,721	10,600	+1.9%	Shares	Sole	2024-07-18
2024-03-31	$34,735	10,400	0.0%	Shares	Sole	2024-04-19
2023-12-31	$33,176	10,400	0.0%	Shares	Sole	2024-01-31
2023-09-30	$29,015	10,400	0.0%	Shares	Sole	2023-11-07
2023-06-30	$31,616	10,400	0.0%	Shares	Sole	2023-07-17
2023-03-31	$32,031	10,400	+82.5%	Shares	Sole	2023-05-02
2021-09-30	$27,360	5,700	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.