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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

50 hedge funds and large institutions have $16.1M invested in Neuberger Real Estate Securities Income Fund Inc in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $13.7M → $16.1M (+$2.46M)

11% more funds holding

Funds holding: 45 → 50 (+5)

0.47% more ownership

Funds ownership: 6.29% → 6.76% (+0.47%)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.13M
2
SFS
Shaker Financial Services
Virginia
+$323K
3
LPL Financial
LPL Financial
California
+$182K
4
TSS
Two Sigma Securities
New York
+$128K
5
Nomura Holdings
Nomura Holdings
Japan
+$126K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$984K
2
EWM
Empirical Wealth Management
Washington
-$91K
3
Wells Fargo
Wells Fargo
California
-$59.3K
4
BRWA
B. Riley Wealth Advisors
Florida
-$37K
5
EWA
Evolution Wealth Advisors
Florida
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.69M +$1.13M +234,849 +26%
LPL Financial
2
LPL Financial
California
$1.27M +$182K +38,021 +18%
Bank of America
3
Bank of America
North Carolina
$1.04M +$5.65K +1,179 +0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$967K +$68K +14,190 +8%
AAM
5
Advisors Asset Management
Colorado
$870K -$984K -205,378 -54%
Wells Fargo
6
Wells Fargo
California
$799K -$59.3K -12,381 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$443K +$15.7K +3,284 +4%
NFG
8
Next Financial Group
Texas
$380K +$78.4K +16,363 +28%
UBS Group
9
UBS Group
Switzerland
$362K +$6.46K +1,347 +2%
SPIA
10
Steward Partners Investment Advisory
New York
$345K +$3.27K +682 +1%
SFS
11
Shaker Financial Services
Virginia
$339K +$323K +67,455 New
RJA
12
Raymond James & Associates
Florida
$322K +$1.26K +262 +0.4%
PPW
13
Parcion Private Wealth
Washington
$232K – – –
Neuberger Berman Group
14
Neuberger Berman Group
New York
$222K +$22.6K +4,716 +12%
EGA
15
E&G Advisors
Texas
$213K – – –
MAWAG
16
Mid-American Wealth Advisory Group
Missouri
$176K +$168K +35,085 New
CA
17
Cetera Advisors
Colorado
$157K +$757 +158 +0.5%
NSAM
18
North Star Asset Management
Wisconsin
$150K -$2.37K -495 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$147K +$6.71K +1,401 +5%
LOPW
20
Live Oak Private Wealth
North Carolina
$143K – – –
TSS
21
Two Sigma Securities
New York
$134K +$128K +26,612 New
CF
22
Centaurus Financial
California
$132K – – –
Nomura Holdings
23
Nomura Holdings
Japan
$132K +$126K +26,200 New
BP
24
BBR Partners
New York
$105K – – –
SA
25
Strategic Advisors
New York
$105K – – –
1
2 3

NRO Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q4 2021, worth a combined $16.1M — up 18% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NRO positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.13M. The largest seller was Advisors Asset Management, cutting an estimated $984K.

  • 50 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q4 2021, up from 45 in Q3 2021.
  • Funds reported $16.1M of Neuberger Real Estate Securities Income Fund Inc stock for Q4 2021, up 18% quarter-over-quarter.
  • 11 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q4 2021 and 5 closed out, a net change of +6 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q4 2021 was Morgan Stanley, an estimated $1.13M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q4 2021 was Advisors Asset Management, an estimated $984K sold.

Based on aggregated 13F filings for Q4 2021.