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NRO

Neuberger Real Estate Securities Income Fund Inc

45 hedge funds and large institutions have $13.7M invested in Neuberger Real Estate Securities Income Fund Inc in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4345 (+2)

0.05% more ownership

Funds ownership: 6.23%6.29% (+0.05%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

5% less capital invested

Capital invested by funds: $14.4M → $13.7M (-$730K)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.11M +$673K +138,393 +18%
AAM
2
Advisors Asset Management
Colorado
$1.73M -$252K -51,816 -12%
LPL Financial
3
LPL Financial
California
$985K +$26.7K +5,500 +3%
Bank of America
4
Bank of America
North Carolina
$940K -$30.9K -6,365 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$815K -$40K -8,225 -4%
Wells Fargo
6
Wells Fargo
California
$785K -$39.6K -8,142 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$387K +$21.5K +4,416 +6%
UBS Group
8
UBS Group
Switzerland
$323K +$23.1K +4,745 +7%
SPIA
9
Steward Partners Investment Advisory
New York
$311K +$7.4K +1,522 +2%
RJA
10
Raymond James & Associates
Florida
$292K -$13.4K -2,748 -4%
NFG
11
Next Financial Group
Texas
$271K +$8.27K +1,701 +3%
PPW
12
Parcion Private Wealth
Washington
$227K
EGA
13
E&G Advisors
Texas
$194K +$206K +42,444 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$192K +$94.2K +19,388 +86%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$181K
CA
16
Cetera Advisors
Colorado
$142K
NSAM
17
North Star Asset Management
Wisconsin
$139K -$4.09K -842 -3%
LOPW
18
Live Oak Private Wealth
North Carolina
$130K
BRWA
19
B. Riley Wealth Advisors
Florida
$129K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$127K +$306 +63 +0.2%
CF
21
Centaurus Financial
California
$120K
BP
22
BBR Partners
New York
$96K
SA
23
Strategic Advisors
New York
$96K
EWM
24
Empirical Wealth Management
Washington
$91K +$96.5K +19,864 New
NA
25
NewEdge Advisors
Louisiana
$84K

NRO Hedge Fund Activity: Q3 2021 in Review

45 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q3 2021, worth a combined $13.7M — down 5.1% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NRO positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $673K. The largest seller was Bank of Montreal, exiting entirely with an estimated $468K sold.

  • 45 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q3 2021, up from 43 in Q2 2021.
  • Funds reported $13.7M of Neuberger Real Estate Securities Income Fund Inc stock for Q3 2021, down 5.1% quarter-over-quarter.
  • 8 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q3 2021 and 6 closed out, a net change of +2 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q3 2021 was Morgan Stanley, an estimated $673K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q3 2021 was Bank of Montreal, an estimated $468K sold.

Based on aggregated 13F filings for Q3 2021.