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NRO

Neuberger Real Estate Securities Income Fund Inc

53 hedge funds and large institutions have $34.6M invested in Neuberger Real Estate Securities Income Fund Inc in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

32% more capital invested

Capital invested by funds: $26.3M → $34.6M (+$8.3M)

13% more funds holding

Funds holding: 4753 (+6)

3.46% more ownership

Funds ownership: 10.24%13.71% (+3.5%)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
17
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$7.09M +$1.29M +241,530 +22%
ACM
2
Anfield Capital Management
California
$4.17M +$4.23M +789,323 New
Morgan Stanley
3
Morgan Stanley
New York
$3.37M +$317K +59,083 +10%
Wells Fargo
4
Wells Fargo
California
$2.72M +$576K +107,487 +27%
IAA
5
Independent Advisor Alliance
North Carolina
$2.17M +$2.18M +407,667 New
ECA
6
Elevated Capital Advisors
Utah
$1.64M +$1.65M +307,745 New
Bank of America
7
Bank of America
North Carolina
$1.29M +$52K +9,699 +4%
UBS Group
8
UBS Group
Switzerland
$936K +$57.5K +10,738 +7%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$925K +$214K +39,944 +30%
SPIA
10
Steward Partners Investment Advisory
New York
$814K +$20.2K +3,778 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$758K +$219K +40,794 +40%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$659K +$663K +123,736 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$652K -$28.4K -5,307 -4%
FIA
14
Foundations Investment Advisors
Arizona
$588K +$529K +98,769 +800%
AI
15
Atria Investments
North Carolina
$583K +$44.2K +8,250 +8%
RJA
16
Raymond James & Associates
Florida
$549K +$66.9K +12,479 +14%
TF
17
Trek Financial
Arizona
$544K +$22.6K +4,225 +4%
FHA
18
Flagship Harbor Advisors
Massachusetts
$484K -$4.77K -890 -1%
AG
19
Advisor Group
Arizona
$439K -$563 -105 -0.1%
SS
20
Sunbelt Securities
Texas
$378K +$606 +113 +0.2%
LPL Financial
21
LPL Financial
California
$372K -$21.9K -4,077 -6%
EGA
22
E&G Advisors
Texas
$338K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$281K +$146K +27,270 +107%
MWPCG
24
Measured Wealth Private Client Group
New Hampshire
$279K -$3.56K -665 -1%
SA
25
Strategic Advisors
New York
$257K -$28.1K -5,240 -10%

NRO Hedge Fund Activity: Q4 2019 in Review

53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q4 2019, worth a combined $34.6M — up 32% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NRO positions and 8 closed out — a net gain of 7 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $2.18M. The largest seller was Cohen & Steers, exiting entirely with an estimated $3.65M sold.

  • 53 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q4 2019, up from 47 in Q3 2019.
  • Funds reported $34.6M of Neuberger Real Estate Securities Income Fund Inc stock for Q4 2019, up 32% quarter-over-quarter.
  • 15 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q4 2019 and 8 closed out, a net change of +7 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q4 2019 was Independent Advisor Alliance, an estimated $2.18M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q4 2019 was Cohen & Steers, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2019.