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NRO

Neuberger Real Estate Securities Income Fund Inc

49 hedge funds and large institutions have $13.5M invested in Neuberger Real Estate Securities Income Fund Inc in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

0.39% less ownership

Funds ownership: 7.82%7.44% (-0.39%)

4% less funds holding

Funds holding: 5149 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

23% less capital invested

Capital invested by funds: $17.7M → $13.5M (-$4.14M)

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.4M +$310K +72,086 +7%
AAM
2
Advisors Asset Management
Colorado
$1.17M +$90.6K +21,044 +7%
LPL Financial
3
LPL Financial
California
$1.09M +$65.1K +15,119 +6%
Bank of America
4
Bank of America
North Carolina
$802K -$3.94K -916 -0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$797K +$50K +11,612 +6%
Wells Fargo
6
Wells Fargo
California
$581K -$44.3K -10,288 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$365K +$151K +35,023 +58%
IA
8
IFP Advisors
Florida
$333K
AWS
9
Atria Wealth Solutions
New York
$309K +$4.42K +1,026 +1%
Invesco
10
Invesco
Georgia
$304K +$1.22K +283 +0.4%
SPIA
11
Steward Partners Investment Advisory
New York
$296K +$13.8K +3,194 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$254K -$35.4K -8,222 -11%
RJA
13
Raymond James & Associates
Florida
$243K -$4.34K -1,007 -2%
UBS Group
14
UBS Group
Switzerland
$207K -$13K -3,026 -5%
NA
15
NewEdge Advisors
Louisiana
$189K +$4.51K +1,048 +2%
PPW
16
Parcion Private Wealth
Washington
$187K
Neuberger Berman Group
17
Neuberger Berman Group
New York
$169K
EGA
18
E&G Advisors
Texas
$151K
CA
19
Cetera Advisors
Colorado
$137K +$23.9K +5,545 +18%
NSAM
20
North Star Asset Management
Wisconsin
$114K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$112K +$126K +29,239 New
LOPW
22
Live Oak Private Wealth
North Carolina
$109K
CF
23
Centaurus Financial
California
$101K
CAM
24
Concorde Asset Management
Michigan
$94K -$4.51K -1,048 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$91K -$904 -210 -0.9%

NRO Hedge Fund Activity: Q2 2022 in Review

49 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2022, worth a combined $13.5M — down 23% from $17.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NRO and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $310K. The largest seller was BBR Partners, exiting entirely with an estimated $100K sold.

  • 49 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2022, down from 51 in Q1 2022.
  • Funds reported $13.5M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2022, down 23% quarter-over-quarter.
  • 6 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2022 and 7 closed out, a net change of -1 holder.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2022 was Morgan Stanley, an estimated $310K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2022 was BBR Partners, an estimated $100K sold.

Based on aggregated 13F filings for Q2 2022.