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NRO

Neuberger Real Estate Securities Income Fund Inc

56 hedge funds and large institutions have $19.5M invested in Neuberger Real Estate Securities Income Fund Inc in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $14.6M → $19.5M (+$4.81M)

1.87% more ownership

Funds ownership: 11.59%13.46% (+1.9%)

11% less funds holding

Funds holding: 6356 (-7)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.74M +$2.82M +1,035,786 +69%
CA
2
Cornerstone Advisors
North Carolina
$2.03M +$641K +235,238 +54%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$1.21M +$1.08M +395,875 New
RL
4
RPO LLC
Connecticut
$1.07M -$49.4K -18,137 -5%
LPL Financial
5
LPL Financial
California
$975K -$37.7K -13,856 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$832K -$559K -205,155 -43%
NAS
7
NWF Advisory Services
California
$511K +$43.4K +15,936 +10%
CAM
8
Concorde Asset Management
Michigan
$501K +$178K +65,500 +66%
AAM
9
Advisors Asset Management
Colorado
$369K -$28K -10,292 -8%
LCM
10
Landscape Capital Management
New Jersey
$356K +$180K +66,075 +130%
BFM
11
Boothbay Fund Management
New York
$347K -$15.9K -5,856 -5%
Wells Fargo
12
Wells Fargo
California
$289K -$11.1K -4,060 -4%
Bank of America
13
Bank of America
North Carolina
$269K -$79.6K -29,237 -25%
Walleye Capital
14
Walleye Capital
New York
$252K -$41.9K -15,378 -16%
AWS
15
Atria Wealth Solutions
New York
$200K -$3.09K -1,136 -2%
SWM
16
SeaCrest Wealth Management
New York
$181K +$42.6K +15,633 +36%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$160K -$14.3K -5,240 -9%
NA
18
NewEdge Advisors
Louisiana
$152K -$2.9K -1,066 -2%
PPW
19
Parcion Private Wealth
Washington
$145K
CA
20
Cetera Advisors
Colorado
$129K -$61.4K -22,550 -35%
RJA
21
Raymond James & Associates
Florida
$126K -$19.2K -7,064 -15%
PAG
22
Private Advisor Group
New Jersey
$125K +$999 +367 +0.9%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$123K
MAWAG
24
Mid-American Wealth Advisory Group
Missouri
$98.5K -$389 -143 -0.4%
Nomura Holdings
25
Nomura Holdings
Japan
$94.7K +$84.8K +31,126 New

NRO Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q4 2023, worth a combined $19.5M — up 33% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRO and 5 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $2.82M. The largest seller was Osaic Holdings, cutting an estimated $559K.

  • 56 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q4 2023, down from 63 in Q3 2023.
  • Funds reported $19.5M of Neuberger Real Estate Securities Income Fund Inc stock for Q4 2023, up 33% quarter-over-quarter.
  • 5 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q4 2023 and 10 closed out, a net change of -5 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q4 2023 was Morgan Stanley, an estimated $2.82M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q4 2023 was Osaic Holdings, an estimated $559K sold.

Based on aggregated 13F filings for Q4 2023.