We are live on ! Find out more
NRO

Neuberger Real Estate Securities Income Fund Inc

57 hedge funds and large institutions have $65.4M invested in Neuberger Real Estate Securities Income Fund Inc in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5757 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.58% less ownership

Funds ownership: 28.95%25.38% (-3.6%)

17% less capital invested

Capital invested by funds: $78.4M → $65.4M (-$13M)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$332K -$14.1K -3,128 -4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$330K +$339K +74,931 New
WAM
28
Wolverine Asset Management
Illinois
$280K -$1.42M -314,110 -83%
SKK
29
Shepherd Kaplan Krochuk
Massachusetts
$273K
OC
30
Oppenheimer & Co
New York
$265K +$41.4K +9,157 +18%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$238K -$10.4K -2,291 -4%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$223K
UBS Group
33
UBS Group
Switzerland
$157K -$15.1K -3,341 -9%
RTS
34
Round Table Services
New Jersey
$109K
RJT
35
Raymond James Trust
Florida
$103K +$10.9K +2,411 +12%
CIA
36
Capital Investment Advisors
Georgia
$101K -$6.07K -1,342 -6%
CWM
37
Concert Wealth Management
California
$97K
Ameriprise
38
Ameriprise
Minnesota
$76K -$7.26K -1,606 -8%
CAM
39
Carret Asset Management
New York
$75K
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$73K -$4.67K -1,032 -6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$57K -$32.5K -7,178 -35%
SCM
42
Stonebridge Capital Management
California
$46K
SWP
43
Stratos Wealth Partners
Ohio
$46K
AIG
44
American International Group
New York
$37K
S
45
SignatureFD
Georgia
$33K
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$33K
Creative Planning
47
Creative Planning
Kansas
$25K +$25.3K +5,588 New
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$13K
First Manhattan
49
First Manhattan
New York
$13K
SF
50
Synovus Financial
Georgia
$10K

NRO Hedge Fund Activity: Q3 2015 in Review

57 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q3 2015, worth a combined $65.4M — down 17% from $78.4M a quarter earlier.

Fund positioning in NRO was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 20 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $1.3M. The largest seller was Bulldog Investors, exiting entirely with an estimated $4.45M sold.

  • 57 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $65.4M of Neuberger Real Estate Securities Income Fund Inc stock for Q3 2015, down 17% quarter-over-quarter.
  • 5 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q3 2015 and 5 closed out, a net change of 0 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q3 2015 was Bank of Nova Scotia, an estimated $1.3M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q3 2015 was Bulldog Investors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2015.