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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

53 hedge funds and large institutions have $34.6M invested in Neuberger Real Estate Securities Income Fund Inc in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

32% more capital invested

Capital invested by funds: $26.3M → $34.6M (+$8.3M)

13% more funds holding

Funds holding: 47 → 53 (+6)

3.46% more ownership

Funds ownership: 10.24% → 13.71% (+3.5%)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$2.18M
2
AAM
Advisors Asset Management
Colorado
+$1.29M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$663K
4
Wells Fargo
Wells Fargo
California
+$576K
5
FIA
Foundations Investment Advisors
Arizona
+$529K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$3.65M
2
RJT
Raymond James Trust
Florida
-$96K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$89K
4
VF
Virtu Financial
New York
-$76K
5
Stifel Financial
Stifel Financial
Missouri
-$70.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
26
First Allied Advisory Services
California
$250K +$243K +45,432 New
Neuberger Berman Group
27
Neuberger Berman Group
New York
$205K – – –
NSAM
28
North Star Asset Management
Wisconsin
$191K -$31.6K -5,891 -14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$141K -$26K -4,853 -16%
AWM
30
AE Wealth Management
Kansas
$135K -$45.2K -8,433 -25%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$132K +$5.65K +1,055 +4%
Stifel Financial
32
Stifel Financial
Missouri
$120K -$70.6K -13,169 -37%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$118K +$119K +22,223 New
PPW
34
Parcion Private Wealth
Washington
$115K +$116K +21,589 New
BP
35
BBR Partners
New York
$112K – – –
Citadel Advisors
36
Citadel Advisors
Florida
$105K +$8.64K +1,612 +9%
SWM
37
SeaCrest Wealth Management
New York
$86K – – –
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$84K – – –
Truist Financial
39
Truist Financial
North Carolina
$72K +$72.5K +13,519 New
SWM
40
Selective Wealth Management
Virginia
$66K – – –
NA
41
NewEdge Advisors
Louisiana
$61K – – –
BCA
42
Biltmore Capital Advisors
New Jersey
$61K +$61.8K +11,528 New
CIA
43
Capital Investment Advisors
Georgia
$60K -$35.6K -6,643 -37%
TF
44
TRH Financial
Iowa
$58K +$58.5K +10,911 New
NFG
45
Next Financial Group
Texas
$42K +$31.1K +5,800 +277%
EP
46
Eudaimonia Partners
Tennessee
$40K +$40.6K +7,572 New
First Manhattan
47
First Manhattan
New York
$16K – – –
AA
48
Ancora Advisors
Ohio
$6K +$6.28K +1,171 New
Citigroup
49
Citigroup
New York
$5K – – –
FIB
50
First Interstate Bank
Montana
$5K +$4.8K +896 New
1
2
3

NRO Hedge Fund Activity: Q4 2019 in Review

53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q4 2019, worth a combined $34.6M — up 32% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NRO positions and 8 closed out — a net gain of 7 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $2.18M. The largest seller was Cohen & Steers, exiting entirely with an estimated $3.65M sold.

  • 53 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q4 2019, up from 47 in Q3 2019.
  • Funds reported $34.6M of Neuberger Real Estate Securities Income Fund Inc stock for Q4 2019, up 32% quarter-over-quarter.
  • 15 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q4 2019 and 8 closed out, a net change of +7 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q4 2019 was Independent Advisor Alliance, an estimated $2.18M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q4 2019 was Cohen & Steers, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2019.