NRO

Neuberger Berman Real Estate Securities Income Fund
NRO

Overview Fund Activity

53 hedge funds and large institutions have $34.6M invested in Neuberger Berman Real Estate Securities Income Fund 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.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.05%
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
–

Top Buyers

1
ACM
1
Anfield Capital Management
California
$4.17M
2
IAA
2
Independent Advisor Alliance
North Carolina
$2.17M
3
ECA
3
Elevated Capital Advisors
Utah
$1.64M
4
AAM
4
Advisors Asset Management
Colorado
$7.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$659K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
RJT
2
Raymond James Trust
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VF
4
Virtu Financial
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$120K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$7.1M 1,271,474 +230,467 +22%
ACM
2
Anfield Capital Management
California
$4.17M 753,171 +753,171 New
Morgan Stanley
3
Morgan Stanley
New York
$3.37M 604,198 +56,376 +10%
Wells Fargo
4
Wells Fargo
California
$2.72M 487,463 +102,564 +27%
IAA
5
Independent Advisor Alliance
North Carolina
$2.17M 388,995 +388,995 New
ECA
6
Elevated Capital Advisors
Utah
$1.64M 293,650 +293,650 New
Bank of America
7
Bank of America
North Carolina
$1.29M 230,718 +9,255 +4%
UBS Group
8
UBS Group
Switzerland
$936K 167,795 +10,246 +7%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$925K 165,651 +38,115 +30%
SPIA
10
Steward Partners Investment Advisory
New York
$814K 146,048 +3,605 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$758K 135,779 +38,926 +40%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$659K 118,069 +118,069 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$652K 116,788 -5,064 -4%
FIA
14
Foundations Investment Advisors
Arizona
$588K 106,023 +94,245 +800%
AI
15
Atria Investments
North Carolina
$583K 104,477 +7,872 +8%
RJA
16
Raymond James & Associates
Florida
$549K 98,412 +11,907 +14%
TF
17
Trek Financial
Arizona
$544K 97,543 +4,032 +4%
FHA
18
Flagship Harbor Advisors
Massachusetts
$484K 86,827 -850 -1%
AG
19
Advisor Group
Arizona
$439K 78,715 -100 -0.1%
SS
20
Sunbelt Securities
Texas
$378K 67,725 +108 +0.2%
LPL Financial
21
LPL Financial
California
$372K 66,669 -3,890 -6%
EGA
22
E&G Advisors
Texas
$338K 60,500 – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$281K 50,389 +26,021 +107%
MWPCG
24
Measured Wealth Private Client Group
New Hampshire
$279K 50,000 -635 -1%
SA
25
Strategic Advisors
New York
$257K 46,000 -5,000 -10%
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