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NRO

Neuberger Real Estate Securities Income Fund Inc

63 hedge funds and large institutions have $14.6M invested in Neuberger Real Estate Securities Income Fund Inc in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% less ownership

Funds ownership: 12.46%11.59% (-0.88%)

2% less funds holding

Funds holding: 6463 (-1)

15% less capital invested

Capital invested by funds: $17.2M → $14.6M (-$2.55M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$115K +$8.86K +3,089 +8%
PAG
27
Private Advisor Group
New Jersey
$108K +$3.86K +1,344 +3%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$107K
UBS Group
29
UBS Group
Switzerland
$97.4K -$1.93K -673 -2%
MAWAG
30
Mid-American Wealth Advisory Group
Missouri
$85.3K -$829K -288,920 -90%
Citadel Advisors
31
Citadel Advisors
Florida
$81.1K -$21K -7,334 -19%
EGA
32
E&G Advisors
Texas
$77.8K -$301 -105 -0.4%
LOPW
33
Live Oak Private Wealth
North Carolina
$75.6K
FHA
34
Flagship Harbor Advisors
Massachusetts
$67K +$72.2K +25,152 New
NSAM
35
North Star Asset Management
Wisconsin
$65.8K
GC
36
Guggenheim Capital
Illinois
$63.8K +$970 +338 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$63K
AWA
38
Arete Wealth Advisors
Illinois
$62.6K +$16.2K +5,647 +32%
SPIA
39
Steward Partners Investment Advisory
New York
$59.4K -$2.33K -812 -4%
PWM
40
Perigon Wealth Management
California
$55.1K -$6.01K -2,096 -9%
SFS
41
Shaker Financial Services
Virginia
$51.9K -$255K -88,971 -82%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$46K +$10.7K +3,713 +27%
LMKC
43
L.M. Kohn & Company
Ohio
$42.3K +$3.31K +1,153 +8%
CAN
44
Cetera Advisor Networks
California
$42.3K -$29.6K -10,321 -39%
GVAG
45
Great Valley Advisor Group
Delaware
$42.1K -$1.15K -400 -2%
BRWA
46
B. Riley Wealth Advisors
Florida
$41.9K
KAS
47
KPP Advisory Services
Kentucky
$33.8K +$36.4K +12,702 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$30.2K -$66.1K -23,056 -67%
EWA
49
Evolution Wealth Advisors
Florida
$29K
JP Morgan Chase
50
JP Morgan Chase
New York
$28.4K -$66.6K -23,208 -69%

NRO Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q3 2023, worth a combined $14.6M — down 15% from $17.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NRO and 5 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 15 added.

The largest buyer was Cornerstone Advisors, adding an estimated $632K. The largest seller was Wolverine Asset Management, cutting an estimated $983K.

  • 63 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q3 2023, down from 64 in Q2 2023.
  • Funds reported $14.6M of Neuberger Real Estate Securities Income Fund Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 5 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q3 2023 was Cornerstone Advisors, an estimated $632K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q3 2023 was Wolverine Asset Management, an estimated $983K sold.

Based on aggregated 13F filings for Q3 2023.