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NRO

Neuberger Real Estate Securities Income Fund Inc
NRO

55 hedge funds and large institutions have $12.6M invested in Neuberger Real Estate Securities Income Fund Inc in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 56 → 55 (-1)

5.12% less ownership

Funds ownership: 13.46% → 8.34% (-5.1%)

35% less capital invested

Capital invested by funds: $19.5M → $12.6M (-$6.84M)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$151K
2
AWS
Atria Wealth Solutions
New York
+$141K
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$114K
4
CAM
Concorde Asset Management
Michigan
+$114K
5
WLPWM
Walled Lake Planning & Wealth Management
Illinois
+$107K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.84M
2
CA
Cornerstone Advisors
North Carolina
-$1.91M
3
RL
RPO LLC
Connecticut
-$1.07M
4
AAM
Advisors Asset Management
Colorado
-$369K
5
LCM
Landscape Capital Management
New Jersey
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.19M -$3.84M -1,228,131 -48%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$1.38M +$114K +36,505 +9%
LPL Financial
3
LPL Financial
California
$999K -$21.3K -6,817 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$814K -$56.8K -18,147 -7%
CAM
5
Concorde Asset Management
Michigan
$641K +$114K +36,470 +22%
NAS
6
NWF Advisory Services
California
$552K +$16.4K +5,240 +3%
AWS
7
Atria Wealth Solutions
New York
$353K +$141K +45,062 +69%
Wells Fargo
8
Wells Fargo
California
$309K +$6.65K +2,124 +2%
Bank of America
9
Bank of America
North Carolina
$278K -$4.2K -1,341 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$209K +$41.1K +13,140 +25%
SWM
11
SeaCrest Wealth Management
New York
$205K +$17.5K +5,581 +9%
CA
12
Cornerstone Advisors
North Carolina
$184K -$1.91M -610,135 -91%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$154K +$151K +48,339 New
PPW
14
Parcion Private Wealth
Washington
$152K – – –
RJA
15
Raymond James & Associates
Florida
$145K +$13.5K +4,323 +10%
PAG
16
Private Advisor Group
New Jersey
$132K +$1.34K +428 +1%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$129K – – –
NA
18
NewEdge Advisors
Louisiana
$122K -$34.4K -10,989 -22%
WLPWM
19
Walled Lake Planning & Wealth Management
Illinois
$109K +$107K +34,270 New
UBS Group
20
UBS Group
Switzerland
$102K +$6.32K +2,020 +7%
CA
21
Cetera Advisors
Colorado
$100K -$34.8K -11,135 -26%
LOPW
22
Live Oak Private Wealth
North Carolina
$90.5K – – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$83.5K +$13.2K +4,215 +19%
ARC
24
Advisor Resource Council
Texas
$82.6K +$85K +27,148 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$81K +$9.73K +3,111 +14%
1
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NRO Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q1 2024, worth a combined $12.6M — down 35% from $19.5M a quarter earlier.

Fund positioning in NRO was balanced in Q1 2024: 12 funds opened new positions, 12 closed out, 16 added to existing stakes and 13 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $151K. The largest seller was Morgan Stanley, cutting an estimated $3.84M.

  • 55 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q1 2024, down from 56 in Q4 2023.
  • Funds reported $12.6M of Neuberger Real Estate Securities Income Fund Inc stock for Q1 2024, down 35% quarter-over-quarter.
  • 12 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q1 2024 and 12 closed out, a net change of 0 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q1 2024 was Cetera Investment Advisers, an estimated $151K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q1 2024 was Morgan Stanley, an estimated $3.84M sold.

Based on aggregated 13F filings for Q1 2024.