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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

48 hedge funds and large institutions have $29.6M invested in Neuberger Real Estate Securities Income Fund Inc in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

3.18% less ownership

Funds ownership: 15.9% → 12.73% (-3.2%)

8% less funds holding

Funds holding: 52 → 48 (-4)

15% less capital invested

Capital invested by funds: $34.8M → $29.6M (-$5.19M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFA
First Foundation Advisors
California
+$480K
2
AI
Atria Investments
North Carolina
+$408K
3
AAM
Advisors Asset Management
Colorado
+$358K
4
TF
Trek Financial
Arizona
+$324K
5
Morgan Stanley
Morgan Stanley
New York
+$255K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$4.04M
2
OC
Oppenheimer & Co
New York
-$651K
3
CCP
Clough Capital Partners
Massachusetts
-$557K
4
CRC
Curi RMB Capital
Illinois
-$356K
5
LCM
Landscape Capital Management
New Jersey
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$177K +$172K +36,046 New
Millennium Management
27
Millennium Management
New York
$160K +$156K +32,610 New
TSS
28
Two Sigma Securities
New York
$142K +$67.3K +14,098 +95%
OA
29
Oxbow Advisors
Texas
$121K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$115K +$110 +23 +0.1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$109K +$106K +22,306 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$102K +$26K +5,455 +35%
CIA
33
Capital Investment Advisors
Georgia
$88K – – –
RJT
34
Raymond James Trust
Florida
$87K – – –
SWM
35
SeaCrest Wealth Management
New York
$79K -$25.6K -5,371 -25%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$77K – – –
Stifel Financial
37
Stifel Financial
Missouri
$69K +$16.3K +3,415 +32%
LA
38
LexAurum Advisors
Kansas
$67K – – –
SWM
39
Selective Wealth Management
Virginia
$61K – – –
NA
40
NewEdge Advisors
Louisiana
$57K – – –
BTS
41
BB&T Securities
Virginia
$51K – – –
First Manhattan
42
First Manhattan
New York
$15K – – –
US Bancorp
43
US Bancorp
Minnesota
$10K +$10.2K +2,130 New
Citigroup
44
Citigroup
New York
$5K – – –
FANJ
45
Financial Architects (New Jersey)
New Jersey
$5K – – –
APA
46
American Portfolios Advisors
New York
$3.08K – – –
RIA
47
Realta Investment Advisors
Delaware
$2K – – –
FGAM
48
Financial Gravity Asset Management
Texas
$1K +$1.45K +304 New
WAM
49
Wolverine Asset Management
Illinois
– -$4.04M -851,685 Closed
OC
50
Oppenheimer & Co
New York
– -$651K -137,200 Closed
1
2
3

NRO Hedge Fund Activity: Q2 2019 in Review

48 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2019, worth a combined $29.6M — down 15% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRO and 8 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 15 added.

The largest buyer was First Foundation Advisors, adding an estimated $480K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $4.04M sold.

  • 48 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2019, down from 52 in Q1 2019.
  • Funds reported $29.6M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2019, down 15% quarter-over-quarter.
  • 8 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2019 and 10 closed out, a net change of -2 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2019 was First Foundation Advisors, an estimated $480K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2019 was Wolverine Asset Management, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2019.