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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

43 hedge funds and large institutions have $14.4M invested in Neuberger Real Estate Securities Income Fund Inc in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $13.4M → $14.4M (+$955K)

0.28% less ownership

Funds ownership: 6.52% → 6.23% (-0.28%)

16% less funds holding

Funds holding: 51 → 43 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
43
Holders Change
-8
Holders Change %
-15.69%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$591K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$386K
3
Goldman Sachs
Goldman Sachs
New York
+$184K
4
CA
Cetera Advisors
Colorado
+$142K
5
LPL Financial
LPL Financial
California
+$121K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$634K
2
AAM
Advisors Asset Management
Colorado
-$258K
3
SPIA
Steward Partners Investment Advisory
New York
-$230K
4
EGA
E&G Advisors
Texas
-$195K
5
CA
Cornerstone Advisors
North Carolina
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Strategic Advisors
New York
$100K – – –
NA
27
NewEdge Advisors
Louisiana
$88K – – –
BRWM
28
B. Riley Wealth Management
Tennessee
$80K +$9.63K +2,096 +14%
Ameriprise
29
Ameriprise
Minnesota
$75K +$71.6K +15,584 New
AIP
30
Ahrens Investment Partners
Louisiana
$68K -$7.22K -1,572 -10%
JMF
31
Johnson Midwest Financial
Iowa
$66K – – –
CAM
32
Concorde Asset Management
Michigan
$65K +$12K +2,620 +24%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$64K -$8.13K -1,770 -12%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$62K -$3.05K -663 -5%
Truist Financial
35
Truist Financial
North Carolina
$55K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$53K +$50.4K +10,974 New
CIA
37
Capital Investment Advisors
Georgia
$52K – – –
First Manhattan
38
First Manhattan
New York
$15K – – –
GEA
39
Glen Eagle Advisors
New Jersey
$8.55K – – –
AA
40
Ancora Advisors
Ohio
$6K – – –
SWM
41
Spire Wealth Management
Virginia
$6K – – –
APA
42
American Portfolios Advisors
New York
$3.02K – – –
NFSG
43
Newbridge Financial Services Group
Florida
$2K -$32 -7 -1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.38K +517 New
WAM
45
Wolverine Asset Management
Illinois
– -$634K -145,919 Closed
CA
46
Cornerstone Advisors
North Carolina
– -$194K -44,678 Closed
SFS
47
Shaker Financial Services
Virginia
– -$176K -40,498 Closed
CB
48
Commerce Bank
Missouri
– -$164K -37,741 Closed
Stifel Financial
49
Stifel Financial
Missouri
– -$104K -24,007 Closed
VF
50
Virtu Financial
New York
– -$65K -15,022 Closed
1
2
3

NRO Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2021, worth a combined $14.4M — up 7.1% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NRO and 5 opened new positions — a net loss of 8 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $591K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $634K sold.

  • 43 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2021, down from 51 in Q1 2021.
  • Funds reported $14.4M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2021, up 7.1% quarter-over-quarter.
  • 5 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2021 and 13 closed out, a net change of -8 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2021 was Morgan Stanley, an estimated $591K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2021 was Wolverine Asset Management, an estimated $634K sold.

Based on aggregated 13F filings for Q2 2021.