Walled Lake Planning & Wealth Management »

Neuberger Berman Real Estate Sec shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Neuberger Berman Real Estate Sec (NRO) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Neuberger Berman Real Estate Sec

Tip: Access up to 7 years of quarterly data

All positions including Neuberger Berman Real Estate Sec held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Neuberger Berman Real Estate Sec by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $110k 33k 3.37
2024-03-31 $109k 33k 3.34

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Apple (AAPL)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Invesco Russell 1000 Dynamic Multifactor Rusl 1000 Dynm (OMFL)
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Lockheed Martin Corporation (LMT)
Vanguard High Dividend ETF High Div Yld (VYM)
Huntington Ingalls Inds (HII)
Houlihan Lokey Inc cl a (HLI)
Juniper Networks (JNPR)
Merck & Co (MRK)
Cisco Systems (CSCO)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Neuberger Berman Real Estate Sec

Morgan Stanley
LPL Financial
Advisor Group Holdings
Concorde Asset Management
Pensionmark Financial Group
Atria Wealth Solutions
Wells Fargo & Company
Bank of America Corporation
SeaCrest Wealth Management
Private Advisor
Raymond James & Associates
Cetera Investment Advisers
Goss Wealth Management
Parcion Private Wealth
Walled Lake Planning & Wealth Management

View all funds holding Neuberger Berman Real Estate Sec