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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

46 hedge funds and large institutions have $14.9M invested in Neuberger Real Estate Securities Income Fund Inc in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.7% less ownership

Funds ownership: 13.71% → 11.01% (-2.7%)

13% less funds holding

Funds holding: 53 → 46 (-7)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

57% less capital invested

Capital invested by funds: $34.6M → $14.9M (-$19.7M)

Holders
46
Holders Change
-7
Holders Change %
-13.21%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$446K
2
Bank of America
Bank of America
North Carolina
+$377K
3
LCM
Landscape Capital Management
New Jersey
+$333K
4
NFG
Next Financial Group
Texas
+$280K
5
LPL Financial
LPL Financial
California
+$219K

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$2.17M
2
ACM
Anfield Capital Management
California
-$1.47M
3
Morgan Stanley
Morgan Stanley
New York
-$973K
4
Wells Fargo
Wells Fargo
California
-$668K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$107K +$179K +37,230 New
NSAM
27
North Star Asset Management
Wisconsin
$94K -$15.3K -3,174 -9%
Stifel Financial
28
Stifel Financial
Missouri
$86K +$33.8K +7,021 +31%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$71K -$7.93K -1,650 -6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$70K -$1.25K -261 -1%
CCP
31
Clough Capital Partners
Massachusetts
$66K +$111K +23,137 New
PPW
32
Parcion Private Wealth
Washington
$62K – – –
BP
33
BBR Partners
New York
$60K – – –
AWM
34
AE Wealth Management
Kansas
$59K -$22.5K -4,689 -18%
NA
35
NewEdge Advisors
Louisiana
$55K +$36.5K +7,584 +66%
SWM
36
SeaCrest Wealth Management
New York
$45K -$2.84K -590 -4%
SWM
37
Selective Wealth Management
Virginia
$36K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$32K -$537K -111,574 -90%
CIA
39
Capital Investment Advisors
Georgia
$32K – – –
EP
40
Eudaimonia Partners
Tennessee
$20K -$2.9K -603 -8%
SF
41
Synovus Financial
Georgia
$17K +$27.6K +5,743 New
First Manhattan
42
First Manhattan
New York
$9K – – –
GEA
43
Glen Eagle Advisors
New Jersey
$5.7K +$7.05K +1,467 +280%
AA
44
Ancora Advisors
Ohio
$3K – – –
Citigroup
45
Citigroup
New York
$3K – – –
APA
46
American Portfolios Advisors
New York
$1.8K – – –
IAA
47
Independent Advisor Alliance
North Carolina
– -$2.17M -407,667 Closed
SS
48
Sunbelt Securities
Texas
– -$378K -70,976 Closed
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
– -$118K -22,223 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$105K -19,652 Closed
1
2
3

NRO Hedge Fund Activity: Q1 2020 in Review

46 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q1 2020, worth a combined $14.9M — down 57% from $34.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NRO and 6 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 13 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $446K. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $2.17M sold.

  • 46 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q1 2020, down from 53 in Q4 2019.
  • Funds reported $14.9M of Neuberger Real Estate Securities Income Fund Inc stock for Q1 2020, down 57% quarter-over-quarter.
  • 6 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q1 2020 and 9 closed out, a net change of -3 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q1 2020 was Wolverine Asset Management, an estimated $446K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q1 2020 was Independent Advisor Alliance, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2020.