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NRO

Neuberger Real Estate Securities Income Fund Inc

55 hedge funds and large institutions have $15.9M invested in Neuberger Real Estate Securities Income Fund Inc in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $14.1M → $15.9M (+$1.82M)

12% more funds holding

Funds holding: 4955 (+6)

2.33% more ownership

Funds ownership: 7.59%9.91% (+2.3%)

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.15M +$26.3K +7,245 +0.5%
FHA
2
Flagship Harbor Advisors
Massachusetts
$2.03M +$2.18M +598,539 New
IAA
3
Independent Advisor Alliance
North Carolina
$1.52M +$1.63M +447,446 New
LPL Financial
4
LPL Financial
California
$812K -$9K -2,476 -1%
WIA
5
World Investment Advisors
California
$794K +$262K +72,050 +44%
Osaic Holdings
6
Osaic Holdings
Arizona
$669K -$34K -9,357 -5%
CAM
7
Concorde Asset Management
Michigan
$657K -$37.3K -10,270 -5%
AWS
8
Atria Wealth Solutions
New York
$529K +$193K +53,052 +51%
Wells Fargo
9
Wells Fargo
California
$319K -$989 -272 -0.3%
Bank of America
10
Bank of America
North Carolina
$255K -$66K -18,163 -19%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$253K +$69.2K +19,036 +34%
Raymond James Financial
12
Raymond James Financial
Florida
$250K +$268K +73,745 New
KAS
13
Kestra Advisory Services
Texas
$184K +$197K +54,222 New
PAG
14
Private Advisor Group
New Jersey
$182K +$1.13K +311 +0.6%
NA
15
NewEdge Advisors
Louisiana
$148K -$7.37K -2,029 -4%
CA
16
Cornerstone Advisors
North Carolina
$140K +$150K +41,396 New
PPW
17
Parcion Private Wealth
Washington
$129K
WLPWM
18
Walled Lake Planning & Wealth Management
Illinois
$116K
UBS Group
19
UBS Group
Switzerland
$104K +$13.8K +3,792 +14%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$102K +$109K +29,970 New
LOPW
21
Live Oak Private Wealth
North Carolina
$96.2K
MWM
22
Modern Wealth Management
Kansas
$78.9K +$84.7K +23,295 New
SIA
23
Soltis Investment Advisors
Utah
$73.3K +$78.6K +21,631 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$69K -$6.6K -1,817 -8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$68.2K -$31.9K -8,772 -30%

NRO Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q4 2024, worth a combined $15.9M — up 13% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NRO positions and 7 closed out — a net gain of 9 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $2.18M. The largest seller was NWF Advisory Services, cutting an estimated $584K.

  • 55 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q4 2024, up from 49 in Q3 2024.
  • Funds reported $15.9M of Neuberger Real Estate Securities Income Fund Inc stock for Q4 2024, up 13% quarter-over-quarter.
  • 16 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q4 2024 and 7 closed out, a net change of +9 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q4 2024 was Flagship Harbor Advisors, an estimated $2.18M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q4 2024 was NWF Advisory Services, an estimated $584K sold.

Based on aggregated 13F filings for Q4 2024.