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NRO

Neuberger Real Estate Securities Income Fund Inc

50 hedge funds and large institutions have $11M invested in Neuberger Real Estate Securities Income Fund Inc in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

1.09% less ownership

Funds ownership: 8.34%7.25% (-1.1%)

9% less funds holding

Funds holding: 5550 (-5)

13% less capital invested

Capital invested by funds: $12.6M → $11M (-$1.62M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$63.8K -$2.58K -839 -4%
EGA
27
E&G Advisors
Texas
$55.9K
SFS
28
Shaker Financial Services
Virginia
$53.3K +$51.1K +16,600 New
AWA
29
Arete Wealth Advisors
Illinois
$51K +$48.6K +15,767 New
GVAG
30
Great Valley Advisor Group
Delaware
$49.3K
NSAM
31
North Star Asset Management
Wisconsin
$46K -$32K -10,384 -42%
SPWG
32
Syntegra Private Wealth Group
Missouri
$45.4K +$43.6K +14,138 New
MAWAG
33
Mid-American Wealth Advisory Group
Missouri
$45.4K -$14.6K -4,740 -25%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$45K -$19.4K -6,288 -31%
SPIA
35
Steward Partners Investment Advisory
New York
$43.5K +$15.7K +5,104 +60%
BCA
36
Bay Colony Advisors
Massachusetts
$43.1K +$767 +249 +2%
KAS
37
KPP Advisory Services
Kentucky
$42.9K +$1.9K +618 +5%
AFG
38
Atomi Financial Group
New York
$42.1K +$3.23K +1,048 +9%
EWA
39
Evolution Wealth Advisors
Florida
$35.7K +$647 +210 +2%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$30K
LFG
41
Larson Financial Group
Missouri
$27.9K
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$10.7K +$10.3K +3,354 New
CA
43
CoreCap Advisors
Michigan
$8.41K
POIA
44
Pin Oak Investment Advisors
Texas
$6K
IAIM
45
International Assets Investment Management
Florida
$2.93K +$2.81K +912 New
FGA
46
Fortis Group Advisors
New Jersey
$2.24K
TRCT
47
Tower Research Capital (TRC)
New York
$303
ARC
48
Advisor Resource Council
Texas
$54 -$31.4K -10,202 -38%
SS
49
Sunbelt Securities
Texas
$54 -$3.23K -1,048 -98%
Comerica Bank
50
Comerica Bank
Texas
$37

NRO Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2024, worth a combined $11M — down 13% from $12.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRO and 7 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Trust Investment Advisors, opening a new position worth an estimated $81.3K. The largest seller was Pathstone Holdings, cutting an estimated $1.11M.

  • 50 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2024, down from 55 in Q1 2024.
  • Funds reported $11M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2024, down 13% quarter-over-quarter.
  • 7 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2024 was Trust Investment Advisors, an estimated $81.3K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2024 was Pathstone Holdings, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2024.