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NRO

Neuberger Real Estate Securities Income Fund Inc

47 hedge funds and large institutions have $26.3M invested in Neuberger Real Estate Securities Income Fund Inc in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 4847 (-1)

2.48% less ownership

Funds ownership: 12.73%10.24% (-2.5%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less capital invested

Capital invested by funds: $29.6M → $26.3M (-$3.31M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.9M -$2.44M -473,223 -30%
Cohen & Steers
2
Cohen & Steers
New York
$3.65M -$2.43M -471,611 -41%
Morgan Stanley
3
Morgan Stanley
New York
$3.11M +$156K +30,173 +6%
Wells Fargo
4
Wells Fargo
California
$2.18M -$93.9K -18,209 -4%
Bank of America
5
Bank of America
North Carolina
$1.26M -$332K -64,459 -22%
UBS Group
6
UBS Group
Switzerland
$893K -$61.3K -11,897 -7%
SPIA
7
Steward Partners Investment Advisory
New York
$807K +$567 +110 +0.1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$723K +$113K +21,841 +20%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$691K +$263 +51 +0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$549K -$22.5K -4,367 -4%
AI
11
Atria Investments
North Carolina
$548K +$80.9K +15,701 +18%
TF
12
Trek Financial
Arizona
$530K +$156K +30,228 +45%
FHA
13
Flagship Harbor Advisors
Massachusetts
$497K -$815 -158 -0.2%
RJA
14
Raymond James & Associates
Florida
$490K -$108K -20,917 -19%
AG
15
Advisor Group
Arizona
$447K -$8.74K -1,695 -2%
LPL Financial
16
LPL Financial
California
$400K +$121K +23,475 +47%
SS
17
Sunbelt Securities
Texas
$383K +$365K +70,863 New
EGA
18
E&G Advisors
Texas
$343K
SA
19
Strategic Advisors
New York
$289K -$16.2K -3,144 -6%
MWPCG
20
Measured Wealth Private Client Group
New Hampshire
$287K
NSAM
21
North Star Asset Management
Wisconsin
$226K
Neuberger Berman Group
22
Neuberger Berman Group
New York
$208K
Stifel Financial
23
Stifel Financial
Missouri
$192K +$110K +21,396 +151%
AWM
24
AE Wealth Management
Kansas
$183K -$11.5K -2,231 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$169K -$28.7K -5,570 -15%

NRO Hedge Fund Activity: Q3 2019 in Review

47 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q3 2019, worth a combined $26.3M — down 11% from $29.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRO and 9 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.

The largest buyer was Sunbelt Securities, opening a new position worth an estimated $365K. The largest seller was Advisors Asset Management, cutting an estimated $2.44M.

  • 47 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q3 2019, down from 48 in Q2 2019.
  • Funds reported $26.3M of Neuberger Real Estate Securities Income Fund Inc stock for Q3 2019, down 11% quarter-over-quarter.
  • 9 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q3 2019 and 10 closed out, a net change of -1 holder.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q3 2019 was Sunbelt Securities, an estimated $365K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q3 2019 was Advisors Asset Management, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2019.