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NRO

Neuberger Real Estate Securities Income Fund Inc

63 hedge funds and large institutions have $14.6M invested in Neuberger Real Estate Securities Income Fund Inc in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% less ownership

Funds ownership: 12.46%11.59% (-0.88%)

2% less funds holding

Funds holding: 6463 (-1)

15% less capital invested

Capital invested by funds: $17.2M → $14.6M (-$2.55M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.01M +$470K +163,658 +12%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.27M +$573K +199,777 +72%
CA
3
Cornerstone Advisors
North Carolina
$1.15M +$632K +220,145 +104%
RL
4
RPO LLC
Connecticut
$988K
LPL Financial
5
LPL Financial
California
$889K -$33.9K -11,807 -3%
WAM
6
Wolverine Asset Management
Illinois
$416K -$983K -342,492 -69%
NAS
7
NWF Advisory Services
California
$405K
AAM
8
Advisors Asset Management
Colorado
$350K +$493 +172 +0.1%
BFM
9
Boothbay Fund Management
New York
$319K
Bank of America
10
Bank of America
North Carolina
$313K -$67.2K -23,416 -17%
API
11
Advisor Partners II
California
$280K +$302K +105,176 New
CAM
12
Concorde Asset Management
Michigan
$264K +$128K +44,540 +82%
Wells Fargo
13
Wells Fargo
California
$263K -$23.2K -8,083 -8%
Walleye Capital
14
Walleye Capital
New York
$261K -$1.3K -454 -0.5%
CCP
15
Clough Capital Partners
Massachusetts
$238K
QL
16
Quarry LP
New York
$238K
AWS
17
Atria Wealth Solutions
New York
$178K -$10.2K -3,559 -5%
CA
18
Cetera Advisors
Colorado
$173K +$18.5K +6,459 +11%
YCM
19
Yakira Capital Management
Connecticut
$160K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$154K
LCM
21
Landscape Capital Management
New Jersey
$135K -$142K -49,455 -49%
NA
22
NewEdge Advisors
Louisiana
$134K -$33.1K -11,528 -19%
RJA
23
Raymond James & Associates
Florida
$129K +$2.14K +747 +2%
PPW
24
Parcion Private Wealth
Washington
$127K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$116K +$416 +145 +0.3%

NRO Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q3 2023, worth a combined $14.6M — down 15% from $17.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NRO and 5 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 15 added.

The largest buyer was Cornerstone Advisors, adding an estimated $632K. The largest seller was Wolverine Asset Management, cutting an estimated $983K.

  • 63 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q3 2023, down from 64 in Q2 2023.
  • Funds reported $14.6M of Neuberger Real Estate Securities Income Fund Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 5 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q3 2023 was Cornerstone Advisors, an estimated $632K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q3 2023 was Wolverine Asset Management, an estimated $983K sold.

Based on aggregated 13F filings for Q3 2023.