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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

59 hedge funds and large institutions have $13.4M invested in Neuberger Real Estate Securities Income Fund Inc in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

11% more funds holding

Funds holding: 53 → 59 (+6)

2.14% more ownership

Funds ownership: 7.59% → 9.72% (+2.1%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

77% less capital invested

Capital invested by funds: $58M → $13.4M (-$44.6M)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
12
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$735K
2
AWM
AE Wealth Management
Kansas
+$641K
3
LPL Financial
LPL Financial
California
+$477K
4
SFS
Shaker Financial Services
Virginia
+$322K
5
Morgan Stanley
Morgan Stanley
New York
+$309K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$396K
2
IA
IFP Advisors
Florida
-$298K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$62.4K
4
Invesco
Invesco
Georgia
-$53K
5
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$45K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.7M +$309K +96,746 +8%
LPL Financial
2
LPL Financial
California
$1.08M +$477K +149,123 +68%
WAM
3
Wolverine Asset Management
Illinois
$861K +$735K +230,088 +366%
AAM
4
Advisors Asset Management
Colorado
$818K -$42.5K -13,312 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$813K +$91K +28,464 +11%
AWM
6
AE Wealth Management
Kansas
$589K +$641K +200,498 New
Bank of America
7
Bank of America
North Carolina
$489K -$35.4K -11,069 -6%
NAS
8
NWF Advisory Services
California
$441K +$486K +152,078 New
Wells Fargo
9
Wells Fargo
California
$322K +$35.9K +11,241 +11%
SFS
10
Shaker Financial Services
Virginia
$296K +$322K +100,749 New
AWS
11
Atria Wealth Solutions
New York
$243K -$10.3K -3,228 -4%
ACM
12
Anfield Capital Management
California
$242K +$263K +82,231 New
CA
13
Cetera Advisors
Colorado
$178K +$39.5K +12,347 +26%
YCM
14
Yakira Capital Management
Connecticut
$177K +$192K +60,155 New
NA
15
NewEdge Advisors
Louisiana
$174K +$18.1K +5,670 +10%
BBHC
16
Brown Brothers Harriman & Co
New York
$171K +$186K +58,164 New
Invesco
17
Invesco
Georgia
$167K -$53K -16,597 -23%
LCM
18
Landscape Capital Management
New Jersey
$158K +$125K +39,091 +265%
UBS Group
19
UBS Group
Switzerland
$152K -$8.88K -2,778 -5%
RJA
20
Raymond James & Associates
Florida
$150K -$10.2K -3,185 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$142K +$6 +2 +0%
PPW
22
Parcion Private Wealth
Washington
$140K – – –
SPIA
23
Steward Partners Investment Advisory
New York
$120K -$30.1K -9,432 -19%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$119K -$12.2K -3,824 -9%
Citadel Advisors
25
Citadel Advisors
Florida
$118K -$396K -123,944 -76%
1
2 3

NRO Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q1 2023, worth a combined $13.4M — down 77% from $58M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NRO positions and 7 closed out — a net gain of 7 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $735K. The largest seller was Citadel Advisors, cutting an estimated $396K.

  • 59 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q1 2023, up from 53 in Q4 2022.
  • Funds reported $13.4M of Neuberger Real Estate Securities Income Fund Inc stock for Q1 2023, down 77% quarter-over-quarter.
  • 14 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q1 2023 and 7 closed out, a net change of +7 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q1 2023 was Wolverine Asset Management, an estimated $735K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q1 2023 was Citadel Advisors, an estimated $396K sold.

Based on aggregated 13F filings for Q1 2023.