We are live on ! Find out more
NRO

Neuberger Real Estate Securities Income Fund Inc

46 hedge funds and large institutions have $14.9M invested in Neuberger Real Estate Securities Income Fund Inc in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.7% less ownership

Funds ownership: 13.71%11.01% (-2.7%)

13% less funds holding

Funds holding: 5346 (-7)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

57% less capital invested

Capital invested by funds: $34.6M → $14.9M (-$19.7M)

Holders
46
Holders Change
-7
Holders Change %
-13.21%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.8M -$20K -4,151 -0.3%
ACM
2
Anfield Capital Management
California
$1.39M -$1.47M -305,659 -39%
Morgan Stanley
3
Morgan Stanley
New York
$1.23M -$973K -202,391 -32%
Wells Fargo
4
Wells Fargo
California
$1.06M -$668K -138,980 -27%
Bank of America
5
Bank of America
North Carolina
$916K +$377K +78,326 +32%
Osaic Holdings
6
Osaic Holdings
Arizona
$735K +$1.23M +256,380 New
UBS Group
7
UBS Group
Switzerland
$454K -$83.1K -17,286 -10%
SPIA
8
Steward Partners Investment Advisory
New York
$450K +$20.8K +4,335 +3%
FIA
9
Foundations Investment Advisors
Arizona
$363K +$134K +27,765 +25%
AI
10
Atria Investments
North Carolina
$355K +$70.5K +14,664 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$339K -$18.4K -3,830 -3%
LPL Financial
12
LPL Financial
California
$330K +$219K +45,533 +65%
FHA
13
Flagship Harbor Advisors
Massachusetts
$287K +$45.4K +9,432 +10%
TF
14
Trek Financial
Arizona
$286K -$11.4K -2,369 -2%
WAM
15
Wolverine Asset Management
Illinois
$265K +$446K +92,815 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$252K -$261K -54,223 -38%
RJA
17
Raymond James & Associates
Florida
$216K -$134K -27,776 -27%
LCM
18
Landscape Capital Management
New Jersey
$198K +$333K +69,333 New
NFG
19
Next Financial Group
Texas
$189K +$280K +58,271 +738%
SA
20
Strategic Advisors
New York
$186K +$50.4K +10,480 +22%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$157K +$9.58K +1,992 +4%
MWPCG
22
Measured Wealth Private Client Group
New Hampshire
$150K
FAAS
23
First Allied Advisory Services
California
$140K +$16.9K +3,511 +8%
EGA
24
E&G Advisors
Texas
$124K -$95.8K -19,912 -31%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$110K

NRO Hedge Fund Activity: Q1 2020 in Review

46 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q1 2020, worth a combined $14.9M — down 57% from $34.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NRO and 6 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 13 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $446K. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $2.17M sold.

  • 46 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q1 2020, down from 53 in Q4 2019.
  • Funds reported $14.9M of Neuberger Real Estate Securities Income Fund Inc stock for Q1 2020, down 57% quarter-over-quarter.
  • 6 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q1 2020 and 9 closed out, a net change of -3 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q1 2020 was Wolverine Asset Management, an estimated $446K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q1 2020 was Independent Advisor Alliance, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2020.