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NRO

Neuberger Real Estate Securities Income Fund Inc

51 hedge funds and large institutions have $17.7M invested in Neuberger Real Estate Securities Income Fund Inc in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

10% more capital invested

Capital invested by funds: $16.1M → $17.7M (+$1.55M)

2% more funds holding

Funds holding: 5051 (+1)

1.06% more ownership

Funds ownership: 6.76%7.82% (+1.1%)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.12M -$260K -56,600 -5%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$1.63M +$1.41M +306,634 +874%
AAM
3
Advisors Asset Management
Colorado
$1.35M +$509K +110,899 +64%
LPL Financial
4
LPL Financial
California
$1.28M +$77.4K +16,856 +7%
Bank of America
5
Bank of America
North Carolina
$1M +$16.2K +3,526 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$937K +$19.8K +4,320 +2%
Wells Fargo
7
Wells Fargo
California
$770K +$13.1K +2,847 +2%
AWS
8
Atria Wealth Solutions
New York
$379K +$366K +79,649 New
Invesco
9
Invesco
Georgia
$376K +$363K +78,971 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$355K -$61.4K -13,371 -15%
SPIA
11
Steward Partners Investment Advisory
New York
$352K +$24.8K +5,399 +8%
IA
12
IFP Advisors
Florida
$333K +$313K +68,146 New
RJA
13
Raymond James & Associates
Florida
$307K +$1.85K +403 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$286K +$142K +30,955 +106%
UBS Group
15
UBS Group
Switzerland
$271K -$68.6K -14,942 -21%
NA
16
NewEdge Advisors
Louisiana
$230K +$138K +29,973 +164%
PPW
17
Parcion Private Wealth
Washington
$228K
Neuberger Berman Group
18
Neuberger Berman Group
New York
$210K
EGA
19
E&G Advisors
Texas
$187K -$14.4K -3,144 -7%
CA
20
Cetera Advisors
Colorado
$143K -$4.81K -1,048 -3%
NSAM
21
North Star Asset Management
Wisconsin
$142K
LOPW
22
Live Oak Private Wealth
North Carolina
$135K
CF
23
Centaurus Financial
California
$125K
CAM
24
Concorde Asset Management
Michigan
$122K +$50.6K +11,004 +75%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$114K +$26K +5,657 +31%

NRO Hedge Fund Activity: Q1 2022 in Review

51 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q1 2022, worth a combined $17.7M — up 9.6% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRO positions and 8 closed out — a net gain of 2 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $1.41M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $339K sold.

  • 51 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q1 2022, up from 50 in Q4 2021.
  • Funds reported $17.7M of Neuberger Real Estate Securities Income Fund Inc stock for Q1 2022, up 9.6% quarter-over-quarter.
  • 10 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q1 2022 and 8 closed out, a net change of +2 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q1 2022 was Mid-American Wealth Advisory Group, an estimated $1.41M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q1 2022 was Shaker Financial Services, an estimated $339K sold.

Based on aggregated 13F filings for Q1 2022.