NRO

Neuberger Berman Real Estate Securities Income Fund
NRO

Overview Fund Activity

55 hedge funds and large institutions have $15.9M invested in Neuberger Berman Real Estate Securities Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
14
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$2.03M
2
IAA
2
Independent Advisor Alliance
North Carolina
$1.52M
3
Raymond James Financial
3
Raymond James Financial
Florida
$250K
4
WIA
4
World Investment Advisors
California
$794K
5
KAS
5
Kestra Advisory Services
Texas
$184K

Top Sellers

1
SWM
1
SeaCrest Wealth Management
New York
$0
2
SA
2
Sanctuary Advisors
Indiana
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
Bank of America
4
Bank of America
North Carolina
$255K
5
GVAG
5
Great Valley Advisor Group
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.15M 1,451,020 +6,913 +0.5%
FHA
2
Flagship Harbor Advisors
Massachusetts
$2.03M 571,125 +571,125 New
IAA
3
Independent Advisor Alliance
North Carolina
$1.52M 426,952 +426,952 New
LPL Financial
4
LPL Financial
California
$812K 228,840 -2,362 -1%
WIA
5
World Investment Advisors
California
$794K 223,650 +68,750 +44%
Osaic Holdings
6
Osaic Holdings
Arizona
$669K 188,382 -8,928 -5%
CAM
7
Concorde Asset Management
Michigan
$657K 185,100 -9,800 -5%
AWS
8
Atria Wealth Solutions
New York
$529K 148,922 +50,622 +51%
Wells Fargo
9
Wells Fargo
California
$319K 89,779 -259 -0.3%
Bank of America
10
Bank of America
North Carolina
$255K 71,796 -17,331 -19%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$253K 71,390 +18,164 +34%
Raymond James Financial
12
Raymond James Financial
Florida
$250K 70,367 +70,367 New
KAS
13
Kestra Advisory Services
Texas
$184K 51,739 +51,739 New
PAG
14
Private Advisor Group
New Jersey
$182K 51,221 +296 +0.6%
NA
15
NewEdge Advisors
Louisiana
$148K 41,670 -1,936 -4%
CA
16
Cornerstone Advisors
North Carolina
$140K 39,500 +39,500 New
PPW
17
Parcion Private Wealth
Washington
$129K 36,400 – –
WLPWM
18
Walled Lake Planning & Wealth Management
Illinois
$116K 32,700 – –
UBS Group
19
UBS Group
Switzerland
$104K 29,195 +3,619 +14%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$102K 28,597 +28,597 New
LOPW
21
Live Oak Private Wealth
North Carolina
$96.2K 27,105 – –
MWM
22
Modern Wealth Management
Kansas
$78.9K 22,228 +22,228 New
SIA
23
Soltis Investment Advisors
Utah
$73.3K 20,640 +20,640 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$69K 19,396 -1,734 -8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$68.2K 19,200 -8,371 -30%
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