Fingerlakes Wealth Management, Inc.
Position in NRO — Neuberger Real Estate Securities Income Fund Inc
CIK 1910248
ITHACA, NY
Position in NRO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$48,631
+$7,775 QoQ
Shares Held
16,050
+11.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#41
of 64 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NRO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fingerlakes Wealth Management, Inc. holds $190,129 across 2 Asset Management names. NRO ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EAD |
Allspring Income Opportunities Fund
|
21,769 | $141,498 | |
| 2 | NRO |
Neuberger Real Estate Securities Income Fund Inc
This page
|
16,050 | $48,631 |
All Filings in NRO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,631 | 16,050 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $40,856 | 14,386 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $43,788 | 14,404 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $42,455 | 13,144 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $41,950 | 13,028 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||