Neuberger Real Estate Securities Income Fund Inc
NRO- Exchange
- NYSE
- SEC CIK
- 0001261166
No open-market purchases or sales by Neuberger Real Estate Securities Income Fund Inc insiders were filed in the last 90 days; 64 institutions reported holding it in 13F filings for Q2 2026, worth $40.0M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Neuberger Real Estate Securities Income Fund Inc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 55
- +9 vs. Q3 2024
- Shares held
- 4.49M
- +1.13M (+33.7%) vs. Q3 2024
- Total value
- $15.9M
- +$2.14M (+15.5%) vs. Q3 2024
- New holders
- 16
- 14 more added
- Sold out
- 7
- 12 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NRO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 64 | $40.0M |
| Q1 2026 | 66 | $39.3M |
| Q4 2025 | 65 | $43.1M |
| Q3 2025 | 58 | $46.9M |
| Q2 2025 | 60 | $47.7M |
| Q1 2025 | 62 | $50.6M |
| Q4 2024 | 55 | $15.9M |
| Q3 2024 | 49 | $14.1M |
| Q2 2024 | 50 | $11.0M |
| Q1 2024 | 53 | $12.5M |
| Q4 2023 | 56 | $15.6M |
| Q3 2023 | 64 | $14.6M |
| Q2 2023 | 64 | $17.2M |
| Q1 2023 | 59 | $13.5M |
| Q4 2022 | 53 | $10.7M |
| Q3 2022 | 44 | $11.1M |
| Q2 2022 | 49 | $13.6M |
| Q1 2022 | 50 | $16.3M |
| Q4 2021 | 50 | $16.1M |
| Q3 2021 | 45 | $13.7M |
| Q2 2021 | 44 | $14.4M |
| Q1 2021 | 51 | $13.4M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Neuberger Real Estate Securities Income Fund Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,451,020 | $5.15M | 0.00% | +6,913+0.5% | Added |
| Flagship Harbor Advisors, LLC | 571,125 | $2.03M | 0.11% | +571,125 | New |
| Independent Advisor Alliance | 426,952 | $1.52M | 0.02% | +426,952 | New |
| LPL Financial LLC | 228,840 | $812.4K | 0.00% | −2,362−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 223,650 | $794.0K | 0.02% | +68,750+44.4% | Added |
| Advisor Group Holdings, Inc. | 188,382 | $668.8K | 0.00% | −8,928−4.5% | Reduced |
| Concorde Asset Management, LLC | 185,100 | $657.1K | 0.34% | −9,800−5.0% | Reduced |
| Atria Wealth Solutions, Inc. | 148,922 | $528.7K | 0.01% | +50,622+51.5% | Added |
| Wells Fargo & Company | 89,779 | $318.7K | 0.00% | −259−0.3% | Reduced |
| Bank of America Corp | 71,796 | $254.9K | 0.00% | −17,331−19.4% | Reduced |
| Cetera Investment Advisers | 71,390 | $253.4K | 0.00% | +18,164+34.1% | Added |
| Raymond James Financial Inc | 70,367 | $249.8K | 0.00% | +70,367 | New |
| Kestra Advisory Services, LLC | 51,739 | $183.7K | 0.00% | +51,739 | New |
| Private Advisor Group, LLC | 51,221 | $181.8K | 0.00% | +296+0.6% | Added |
| GWM Advisors LLC | 41,670 | $147.9K | 0.00% | −1,936−4.4% | Reduced |
| Cornerstone Advisors, LLC | 39,500 | $140.2K | 0.01% | +39,500 | New |
| Parcion Private Wealth LLC | 36,400 | $129.2K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 32,700 | $116.1K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 29,195 | $103.6K | 0.00% | +3,619+14.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,597 | $101.5K | 0.00% | +28,597 | New |
| Live Oak Private Wealth LLC | 27,105 | $96.2K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 22,228 | $78.9K | 0.00% | +22,228 | New |
| Soltis Investment Advisors LLC | 20,640 | $73.3K | 0.01% | +20,640 | New |
| Commonwealth Equity Services, LLC | 19,396 | $69.0K | 0.00% | −1,734−8.2% | Reduced |
| Susquehanna International Group, LLP | 19,200 | $68.2K | 0.00% | −8,371−30.4% | Reduced |
| GWN Securities Inc. | 19,700 | $67.0K | 0.02% | +19,700 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,760 | $66.6K | 0.01% | +566+3.1% | Added |
| L.M. Kohn & Company | 18,651 | $66.2K | 0.02% | −1,000−5.1% | Reduced |
| Perigon Wealth Management, LLC | 18,264 | $65.4K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 17,968 | $64.0K | 0.00% | +6,673+59.1% | Added |
| Oppenheimer & Co Inc | 17,881 | $63.5K | 0.00% | +17,881 | New |
| Citadel Advisors LLC | 17,437 | $61.9K | 0.00% | +17,437 | New |
| One Capital Management, LLC | 16,675 | $59.2K | 0.00% | +16,675 | New |
| Royal Bank of Canada | 16,498 | $59.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,811 | $52.6K | 0.00% | +14,811 | New |
| Atomi Financial Group, Inc. | 14,500 | $51.5K | 0.00% | +1,000+7.4% | Added |
| Avantax Advisory Services, Inc. | 14,202 | $50.4K | 0.00% | +14,202 | New |
| North Star Asset Management Inc | 13,661 | $48.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,203 | $46.9K | 0.00% | +500+3.9% | Added |
| E&G Advisors, LP | 13,000 | $46.1K | 0.01% | −3,500−21.2% | Reduced |
| KPP Advisory Services LLC | 12,760 | $45.3K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,522 | $44.5K | 0.00% | +2,164+20.9% | Added |
| Larson Financial Group LLC | 12,100 | $43.0K | 0.00% | +3,803+45.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,820 | $42.0K | 0.00% | −1,500−11.3% | Reduced |
| Evolution Wealth Advisors, LLC | 11,125 | $39.5K | 0.01% | +269+2.5% | Added |
| Creative Planning | 10,796 | $38.3K | 0.00% | +10,796 | New |
| NWF Advisory Services Inc. | 10,000 | $35.5K | 0.01% | −153,206−93.9% | Reduced |
| Bessemer Group Inc | 7,958 | $28.0K | 0.00% | +7,958 | New |
| The PNC Financial Services Group, Inc. | 3,020 | $10.7K | 0.00% | +46+1.5% | Added |
| CoreCap Advisors, LLC | 2,500 | $8.88K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,700 | $7.00K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 666 | $2.36K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 90 | $320 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $58 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11 | $39 | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −65,871−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −31,115−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −24,355−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −14,639−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,356−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −12,455−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |