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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

64 hedge funds and large institutions have $17.2M invested in Neuberger Real Estate Securities Income Fund Inc in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

28% more capital invested

Capital invested by funds: $13.4M → $17.2M (+$3.76M)

8% more funds holding

Funds holding: 59 → 64 (+5)

2.74% more ownership

Funds ownership: 9.72% → 12.46% (+2.7%)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
RPO LLC
Connecticut
+$1.04M
2
CA
Cornerstone Advisors
North Carolina
+$594K
3
WAM
Wolverine Asset Management
Illinois
+$575K
4
BFM
Boothbay Fund Management
New York
+$335K
5
Morgan Stanley
Morgan Stanley
New York
+$230K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$411K
2
ACM
Anfield Capital Management
California
-$242K
3
BBHC
Brown Brothers Harriman & Co
New York
-$171K
4
Invesco
Invesco
Georgia
-$167K
5
Bank of America
Bank of America
North Carolina
-$71K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.89M +$230K +82,415 +7%
WAM
2
Wolverine Asset Management
Illinois
$1.45M +$575K +205,643 +70%
RL
3
RPO LLC
Connecticut
$1.08M +$1.04M +370,983 New
LPL Financial
4
LPL Financial
California
$1M -$60.3K -21,587 -6%
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$969K +$898K +321,429 New
Osaic Holdings
6
Osaic Holdings
Arizona
$809K +$5.7K +2,038 +0.7%
AWM
7
AE Wealth Management
Kansas
$740K +$153K +54,618 +27%
CA
8
Cornerstone Advisors
North Carolina
$616K +$594K +212,426 New
NAS
9
NWF Advisory Services
California
$441K – – –
Bank of America
10
Bank of America
North Carolina
$409K -$71K -25,397 -15%
AAM
11
Advisors Asset Management
Colorado
$381K -$411K -146,969 -53%
BFM
12
Boothbay Fund Management
New York
$347K +$335K +119,786 New
SFS
13
Shaker Financial Services
Virginia
$315K +$21.5K +7,703 +8%
Wells Fargo
14
Wells Fargo
California
$310K -$7.64K -2,735 -2%
LCM
15
Landscape Capital Management
New Jersey
$291K +$130K +46,403 +86%
Walleye Capital
16
Walleye Capital
New York
$286K +$212K +75,894 +334%
CCP
17
Clough Capital Partners
Massachusetts
$260K +$162K +57,814 +183%
QL
18
Quarry LP
New York
$260K +$162K +57,814 +183%
AWS
19
Atria Wealth Solutions
New York
$204K -$34.6K -12,390 -15%
NA
20
NewEdge Advisors
Louisiana
$180K +$293 +105 +0.2%
YCM
21
Yakira Capital Management
Connecticut
$174K – – –
CA
22
Cetera Advisors
Colorado
$170K -$5.02K -1,797 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$168K +$26.4K +9,458 +20%
CAM
24
Concorde Asset Management
Michigan
$158K +$87.9K +31,440 +136%
PPW
25
Parcion Private Wealth
Washington
$139K – – –
1
2 3

NRO Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q2 2023, worth a combined $17.2M — up 28% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NRO positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was RPO LLC, opening a new position worth an estimated $1.04M. The largest seller was Advisors Asset Management, cutting an estimated $411K.

  • 64 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $17.2M of Neuberger Real Estate Securities Income Fund Inc stock for Q2 2023, up 28% quarter-over-quarter.
  • 13 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q2 2023 and 8 closed out, a net change of +5 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q2 2023 was RPO LLC, an estimated $1.04M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q2 2023 was Advisors Asset Management, an estimated $411K sold.

Based on aggregated 13F filings for Q2 2023.