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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

49 hedge funds and large institutions have $13.5M invested in Neuberger Real Estate Securities Income Fund Inc in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

0.39% less ownership

Funds ownership: 7.82% → 7.44% (-0.39%)

4% less funds holding

Funds holding: 51 → 49 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

23% less capital invested

Capital invested by funds: $17.7M → $13.5M (-$4.14M)

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$310K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$151K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$126K
4
AAM
Advisors Asset Management
Colorado
+$90.6K
5
AFG
Allegheny Financial Group
Pennsylvania
+$66K

Top Sellers

Rank Fund Capital Flow
1
BP
BBR Partners
New York
-$100K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$66K
3
Jane Street
Jane Street
New York
-$55K
4
BCA
Bay Colony Advisors
Massachusetts
-$51K
5
SA
Strategic Advisors
New York
-$49K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$85K +$7.64K +1,774 +9%
CAN
27
Cetera Advisor Networks
California
$70K – – –
PAG
28
Private Advisor Group
New Jersey
$62K – – –
BRWA
29
B. Riley Wealth Advisors
Florida
$61K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$60K +$7.09K +1,647 +12%
AFG
31
Allegheny Financial Group
Pennsylvania
$59K +$66K +15,321 New
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$58K – – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$58K +$65.9K +15,301 New
LMKC
34
L.M. Kohn & Company
Ohio
$57K – – –
Northern Trust
35
Northern Trust
Illinois
$56K +$63K +14,619 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$55K – – –
JMF
37
Johnson Midwest Financial
Iowa
$53K – – –
SWM
38
SeaCrest Wealth Management
New York
$48K – – –
Truist Financial
39
Truist Financial
North Carolina
$47K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$40K +$45.1K +10,480 New
AIP
41
Ahrens Investment Partners
Louisiana
$16K – – –
First Manhattan
42
First Manhattan
New York
$12K – – –
CA
43
CoreCap Advisors
Michigan
$11K +$12.3K +2,862 New
LFG
44
Larson Financial Group
Missouri
$9K – – –
SWM
45
Spire Wealth Management
Virginia
$6K +$1.38K +321 +26%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
APA
47
American Portfolios Advisors
New York
$2.41K – – –
AA
48
Ancora Advisors
Ohio
$1K – – –
BRWM
49
B. Riley Wealth Management
Tennessee
$64 – – –
BP
50
BBR Partners
New York
– -$100K -20,960 Closed
1
2
3

NRO Hedge Fund Activity: Q2 2022 in Review

49 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2022, worth a combined $13.5M — down 23% from $17.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NRO and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $310K. The largest seller was BBR Partners, exiting entirely with an estimated $100K sold.

  • 49 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2022, down from 51 in Q1 2022.
  • Funds reported $13.5M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2022, down 23% quarter-over-quarter.
  • 6 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2022 and 7 closed out, a net change of -1 holder.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2022 was Morgan Stanley, an estimated $310K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2022 was BBR Partners, an estimated $100K sold.

Based on aggregated 13F filings for Q2 2022.