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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

44 hedge funds and large institutions have $13M invested in Neuberger Real Estate Securities Income Fund Inc in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.08% less ownership

Funds ownership: 11.01% → 7.93% (-3.1%)

4% less funds holding

Funds holding: 46 → 44 (-2)

13% less capital invested

Capital invested by funds: $14.9M → $13M (-$1.9M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
+$278K
2
WAM
Wolverine Asset Management
Illinois
+$218K
3
BRWA
B. Riley Wealth Advisors
Florida
+$88.3K
4
LPL Financial
LPL Financial
California
+$46.9K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$37.4K

Top Sellers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
-$1.39M
2
AAM
Advisors Asset Management
Colorado
-$638K
3
FIA
Foundations Investment Advisors
Arizona
-$363K
4
Osaic Holdings
Osaic Holdings
Arizona
-$361K
5
AI
Atria Investments
North Carolina
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
26
Parcion Private Wealth
Washington
$76K – – –
BP
27
BBR Partners
New York
$73K – – –
NA
28
NewEdge Advisors
Louisiana
$66K – – –
CCP
29
Clough Capital Partners
Massachusetts
$43K -$34.4K -10,585 -46%
AWM
30
AE Wealth Management
Kansas
$43K -$27.1K -8,345 -40%
SWM
31
Selective Wealth Management
Virginia
$43K – – –
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$42K – – –
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$40K +$37.4K +11,528 New
LCM
34
Landscape Capital Management
New Jersey
$37K -$191K -58,707 -85%
CIA
35
Capital Investment Advisors
Georgia
$37K -$1.35K -416 -4%
EP
36
Eudaimonia Partners
Tennessee
$25K +$403 +124 +2%
CAN
37
Cetera Advisor Networks
California
$20K +$19.1K +5,869 New
First Manhattan
38
First Manhattan
New York
$10K – – –
GEA
39
Glen Eagle Advisors
New Jersey
$7.62K +$682 +210 +11%
AA
40
Ancora Advisors
Ohio
$4K – – –
Citigroup
41
Citigroup
New York
$3K – – –
OPS
42
Orion Portfolio Solutions
Nebraska
$3K +$2.36K +727 New
PAG
43
Private Advisor Group
New Jersey
$3K +$2.4K +738 New
APA
44
American Portfolios Advisors
New York
$2.18K – – –
ACM
45
Anfield Capital Management
California
– -$1.39M -483,664 Closed
FIA
46
Foundations Investment Advisors
Arizona
– -$363K -138,877 Closed
AI
47
Atria Investments
North Carolina
– -$355K -124,156 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$339K -118,564 Closed
TF
49
Trek Financial
Arizona
– -$286K -99,856 Closed
MWPCG
50
Measured Wealth Private Client Group
New Hampshire
– -$150K -52,400 Closed
1
2
3

NRO Hedge Fund Activity: Q2 2020 in Review

44 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2020, worth a combined $13M — down 13% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NRO and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 9 added.

The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $278K. The largest seller was Anfield Capital Management, exiting entirely with an estimated $1.39M sold.

  • 44 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2020, down from 46 in Q1 2020.
  • Funds reported $13M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2020, down 13% quarter-over-quarter.
  • 6 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2020 and 8 closed out, a net change of -2 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2020 was Financial Advocates Investment Management, an estimated $278K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2020 was Anfield Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2020.