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NRO

Neuberger Real Estate Securities Income Fund Inc

56 hedge funds and large institutions have $19.5M invested in Neuberger Real Estate Securities Income Fund Inc in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $14.6M → $19.5M (+$4.81M)

1.87% more ownership

Funds ownership: 11.59%13.46% (+1.9%)

11% less funds holding

Funds holding: 6356 (-7)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$91.2K -$18.1K -6,631 -18%
LOPW
27
Live Oak Private Wealth
North Carolina
$86.5K
FHA
28
Flagship Harbor Advisors
Massachusetts
$76.6K
NSAM
29
North Star Asset Management
Wisconsin
$75.2K
AWA
30
Arete Wealth Advisors
Illinois
$73.3K +$1.56K +574 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$68K -$58.3K -21,411 -49%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$66.9K +$28.9K +10,620 +93%
BRWA
33
B. Riley Wealth Advisors
Florida
$63.8K +$14.3K +5,240 +33%
PWM
34
Perigon Wealth Management
California
$63K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$62K -$8.83K -3,241 -14%
AWM
36
AE Wealth Management
Kansas
$57.8K +$49.5K +18,194 New
EGA
37
E&G Advisors
Texas
$56.5K -$29.1K -10,689 -37%
LMKC
38
L.M. Kohn & Company
Ohio
$51.5K +$2.85K +1,048 +7%
CAN
39
Cetera Advisor Networks
California
$48.3K
GVAG
40
Great Valley Advisor Group
Delaware
$46.7K -$1.31K -480 -3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$44K -$7.7K -2,828 -16%
EWA
42
Evolution Wealth Advisors
Florida
$33.2K
BFEC
43
Benjamin F. Edwards & Company
Missouri
$32K
SPIA
44
Steward Partners Investment Advisory
New York
$23.7K -$39.6K -14,553 -65%
LFG
45
Larson Financial Group
Missouri
$16.4K
First Manhattan
46
First Manhattan
New York
$9.66K
POIA
47
Pin Oak Investment Advisors
Texas
$5K
FGA
48
Fortis Group Advisors
New Jersey
$4.25K +$1.9K +698 +100%
SS
49
Sunbelt Securities
Texas
$3.24K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$3K -$8.78K -3,224 -75%

NRO Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q4 2023, worth a combined $19.5M — up 33% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRO and 5 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $2.82M. The largest seller was Osaic Holdings, cutting an estimated $559K.

  • 56 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q4 2023, down from 63 in Q3 2023.
  • Funds reported $19.5M of Neuberger Real Estate Securities Income Fund Inc stock for Q4 2023, up 33% quarter-over-quarter.
  • 5 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q4 2023 and 10 closed out, a net change of -5 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q4 2023 was Morgan Stanley, an estimated $2.82M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q4 2023 was Osaic Holdings, an estimated $559K sold.

Based on aggregated 13F filings for Q4 2023.