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NRO

Neuberger Real Estate Securities Income Fund Inc

64 hedge funds and large institutions have $17.2M invested in Neuberger Real Estate Securities Income Fund Inc in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

28% more capital invested

Capital invested by funds: $13.4M → $17.2M (+$3.76M)

8% more funds holding

Funds holding: 5964 (+5)

2.74% more ownership

Funds ownership: 9.72%12.46% (+2.7%)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$138K -$9.67K -3,460 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$126K +$6.26K +2,239 +5%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$117K
SWM
29
SeaCrest Wealth Management
New York
$116K +$40K +14,317 +56%
PAG
30
Private Advisor Group
New Jersey
$114K +$813 +291 +0.7%
Citadel Advisors
31
Citadel Advisors
Florida
$110K -$6.48K -2,320 -6%
UBS Group
32
UBS Group
Switzerland
$108K -$40.2K -14,371 -28%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$99.8K
JP Morgan Chase
34
JP Morgan Chase
New York
$98.2K +$94.6K +33,863 New
EGA
35
E&G Advisors
Texas
$85.1K
LOPW
36
Live Oak Private Wealth
North Carolina
$82.4K
CAN
37
Cetera Advisor Networks
California
$76K +$21.4K +7,667 +41%
NSAM
38
North Star Asset Management
Wisconsin
$71.7K -$12.6K -4,520 -15%
GC
39
Guggenheim Capital
Illinois
$68.6K -$525 -188 -0.8%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$68K
SPIA
41
Steward Partners Investment Advisory
New York
$67.1K -$49.8K -17,816 -44%
PWM
42
Perigon Wealth Management
California
$66.2K -$8.79K -3,144 -12%
AWA
43
Arete Wealth Advisors
Illinois
$52K +$5.65K +2,022 +13%
QC
44
Quantedge Capital
Singapore
$50.5K +$48.6K +17,397 New
GVAG
45
Great Valley Advisor Group
Delaware
$47.1K +$45.3K +16,222 New
BRWA
46
B. Riley Wealth Advisors
Florida
$45.6K
LMKC
47
L.M. Kohn & Company
Ohio
$42.7K +$2.93K +1,048 +8%
JMF
48
Johnson Midwest Financial
Iowa
$40.2K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$39K +$37.9K +13,552 New
HF
50
HRT Financial
New York
$39K +$37.9K +13,555 New

NRO Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2023, worth a combined $17.2M — up 28% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NRO positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was RPO LLC, opening a new position worth an estimated $1.04M. The largest seller was Advisors Asset Management, cutting an estimated $411K.

  • 64 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $17.2M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2023, up 28% quarter-over-quarter.
  • 13 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2023 and 8 closed out, a net change of +5 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2023 was RPO LLC, an estimated $1.04M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2023 was Advisors Asset Management, an estimated $411K sold.

Based on aggregated 13F filings for Q2 2023.