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NRO

Neuberger Real Estate Securities Income Fund Inc

49 hedge funds and large institutions have $14.1M invested in Neuberger Real Estate Securities Income Fund Inc in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $11M → $14.1M (+$3.12M)

0.34% more ownership

Funds ownership: 7.25%7.59% (+0.34%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 5049 (-1)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.94M +$683K +191,768 +15%
LPL Financial
2
LPL Financial
California
$950K -$267K -74,966 -24%
Osaic Holdings
3
Osaic Holdings
Arizona
$811K -$30.5K -8,578 -4%
CAM
4
Concorde Asset Management
Michigan
$801K -$59.7K -16,768 -8%
NAS
5
NWF Advisory Services
California
$671K -$7.46K -2,096 -1%
WIA
6
World Investment Advisors
California
$637K +$578K +162,335 New
AWS
7
Atria Wealth Solutions
New York
$404K -$18.9K -5,319 -5%
Wells Fargo
8
Wells Fargo
California
$370K -$80.5K -22,628 -19%
Bank of America
9
Bank of America
North Carolina
$366K +$19.7K +5,540 +6%
SWM
10
SeaCrest Wealth Management
New York
$271K +$14.5K +4,072 +6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$219K +$26.8K +7,537 +16%
PAG
12
Private Advisor Group
New Jersey
$209K +$41.5K +11,659 +28%
RJA
13
Raymond James & Associates
Florida
$196K +$13.9K +3,892 +8%
NA
14
NewEdge Advisors
Louisiana
$179K +$11.9K +3,344 +8%
PPW
15
Parcion Private Wealth
Washington
$150K
WLPWM
16
Walled Lake Planning & Wealth Management
Illinois
$134K
SA
17
Sanctuary Advisors
Indiana
$119K -$4.53K -1,273 -4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$113K +$103K +28,894 New
LOPW
19
Live Oak Private Wealth
North Carolina
$111K
UBS Group
20
UBS Group
Switzerland
$105K -$13.6K -3,830 -13%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$105K -$3.44K -966 -3%
KWM
22
Kingsview Wealth Management
Oregon
$100K +$90.9K +25,524 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$87K -$6.09K -1,711 -7%
LMKC
24
L.M. Kohn & Company
Ohio
$80.8K -$5.62K -1,580 -7%
PWM
25
Perigon Wealth Management
California
$75.1K -$2.61K -733 -4%

NRO Hedge Fund Activity: Q3 2024 in Review

49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q3 2024, worth a combined $14.1M — up 28% from $11M a quarter earlier.

Fund positioning in NRO was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 10 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $683K. The largest seller was LPL Financial, cutting an estimated $267K.

  • 49 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q3 2024, down from 50 in Q2 2024.
  • Funds reported $14.1M of Neuberger Real Estate Securities Income Fund Inc stock for Q3 2024, up 28% quarter-over-quarter.
  • 8 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q3 2024 was Morgan Stanley, an estimated $683K added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q3 2024 was LPL Financial, an estimated $267K sold.

Based on aggregated 13F filings for Q3 2024.