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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

43 hedge funds and large institutions have $14.4M invested in Neuberger Real Estate Securities Income Fund Inc in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $13.4M → $14.4M (+$955K)

0.28% less ownership

Funds ownership: 6.52% → 6.23% (-0.28%)

16% less funds holding

Funds holding: 51 → 43 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
43
Holders Change
-8
Holders Change %
-15.69%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$591K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$386K
3
Goldman Sachs
Goldman Sachs
New York
+$184K
4
CA
Cetera Advisors
Colorado
+$142K
5
LPL Financial
LPL Financial
California
+$121K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$634K
2
AAM
Advisors Asset Management
Colorado
-$258K
3
SPIA
Steward Partners Investment Advisory
New York
-$230K
4
EGA
E&G Advisors
Texas
-$195K
5
CA
Cornerstone Advisors
North Carolina
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.64M +$591K +128,565 +20%
AAM
2
Advisors Asset Management
Colorado
$2.06M -$258K -56,118 -12%
Bank of America
3
Bank of America
North Carolina
$1.02M +$83.7K +18,219 +9%
LPL Financial
4
LPL Financial
California
$1.01M +$121K +26,234 +14%
Osaic Holdings
5
Osaic Holdings
Arizona
$894K +$83.1K +18,078 +11%
Wells Fargo
6
Wells Fargo
California
$861K -$27.9K -6,074 -3%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$468K +$386K +83,957 +705%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$385K +$6.89K +1,500 +2%
SPIA
9
Steward Partners Investment Advisory
New York
$319K -$230K -49,949 -43%
RJA
10
Raymond James & Associates
Florida
$319K +$24.7K +5,368 +9%
UBS Group
11
UBS Group
Switzerland
$316K +$20.7K +4,510 +7%
NFG
12
Next Financial Group
Texas
$276K -$2.25K -490 -0.8%
PPW
13
Parcion Private Wealth
Washington
$229K – – –
EGA
14
E&G Advisors
Texas
$204K -$195K -42,444 Closed
Goldman Sachs
15
Goldman Sachs
New York
$193K +$184K +40,142 New
Neuberger Berman Group
16
Neuberger Berman Group
New York
$189K – – –
NSAM
17
North Star Asset Management
Wisconsin
$149K +$3.87K +842 +3%
CA
18
Cetera Advisors
Colorado
$149K +$142K +30,989 New
LOPW
19
Live Oak Private Wealth
North Carolina
$136K – – –
BRWA
20
B. Riley Wealth Advisors
Florida
$135K – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$133K +$21.2K +4,623 +20%
CF
22
Centaurus Financial
California
$126K – – –
SWM
23
SeaCrest Wealth Management
New York
$113K -$43.9K -9,554 -29%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$108K -$61.2K -13,310 -37%
BP
25
BBR Partners
New York
$101K – – –
1
2 3

NRO Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2021, worth a combined $14.4M — up 7.1% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NRO and 5 opened new positions — a net loss of 8 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $591K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $634K sold.

  • 43 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2021, down from 51 in Q1 2021.
  • Funds reported $14.4M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2021, up 7.1% quarter-over-quarter.
  • 5 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2021 and 13 closed out, a net change of -8 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2021 was Morgan Stanley, an estimated $591K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2021 was Wolverine Asset Management, an estimated $634K sold.

Based on aggregated 13F filings for Q2 2021.