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 |
|---|---|---|---|---|---|
| Comerica Bank | 11 | $39 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $58 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 90 | $320 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 666 | $2.36K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,700 | $7.00K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,500 | $8.88K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,020 | $10.7K | 0.00% | +46+1.5% | Added |
| Bessemer Group Inc | 7,958 | $28.0K | 0.00% | +7,958 | New |
| NWF Advisory Services Inc. | 10,000 | $35.5K | 0.01% | −153,206−93.9% | Reduced |
| Creative Planning | 10,796 | $38.3K | 0.00% | +10,796 | New |
| Evolution Wealth Advisors, LLC | 11,125 | $39.5K | 0.01% | +269+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,820 | $42.0K | 0.00% | −1,500−11.3% | Reduced |
| Larson Financial Group LLC | 12,100 | $43.0K | 0.00% | +3,803+45.8% | Added |
| Ameriprise Financial Inc | 12,522 | $44.5K | 0.00% | +2,164+20.9% | Added |
| KPP Advisory Services LLC | 12,760 | $45.3K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 13,000 | $46.1K | 0.01% | −3,500−21.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,203 | $46.9K | 0.00% | +500+3.9% | Added |
| North Star Asset Management Inc | 13,661 | $48.5K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,202 | $50.4K | 0.00% | +14,202 | New |
| Atomi Financial Group, Inc. | 14,500 | $51.5K | 0.00% | +1,000+7.4% | Added |
| Warren Averett Asset Management, LLC | 14,811 | $52.6K | 0.00% | +14,811 | New |
| Royal Bank of Canada | 16,498 | $59.0K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 16,675 | $59.2K | 0.00% | +16,675 | New |
| Citadel Advisors LLC | 17,437 | $61.9K | 0.00% | +17,437 | New |
| Oppenheimer & Co Inc | 17,881 | $63.5K | 0.00% | +17,881 | New |
| Arete Wealth Advisors, LLC | 17,968 | $64.0K | 0.00% | +6,673+59.1% | Added |
| Perigon Wealth Management, LLC | 18,264 | $65.4K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 18,651 | $66.2K | 0.02% | −1,000−5.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,760 | $66.6K | 0.01% | +566+3.1% | Added |
| GWN Securities Inc. | 19,700 | $67.0K | 0.02% | +19,700 | New |
| Susquehanna International Group, LLP | 19,200 | $68.2K | 0.00% | −8,371−30.4% | Reduced |
| Commonwealth Equity Services, LLC | 19,396 | $69.0K | 0.00% | −1,734−8.2% | Reduced |
| Soltis Investment Advisors LLC | 20,640 | $73.3K | 0.01% | +20,640 | New |
| Modern Wealth Management, LLC | 22,228 | $78.9K | 0.00% | +22,228 | New |
| Live Oak Private Wealth LLC | 27,105 | $96.2K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 28,597 | $101.5K | 0.00% | +28,597 | New |
| UBS Group AG | 29,195 | $103.6K | 0.00% | +3,619+14.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 32,700 | $116.1K | 0.04% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 36,400 | $129.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 39,500 | $140.2K | 0.01% | +39,500 | New |
| GWM Advisors LLC | 41,670 | $147.9K | 0.00% | −1,936−4.4% | Reduced |
| Private Advisor Group, LLC | 51,221 | $181.8K | 0.00% | +296+0.6% | Added |
| Kestra Advisory Services, LLC | 51,739 | $183.7K | 0.00% | +51,739 | New |
| Raymond James Financial Inc | 70,367 | $249.8K | 0.00% | +70,367 | New |
| Cetera Investment Advisers | 71,390 | $253.4K | 0.00% | +18,164+34.1% | Added |
| Bank of America Corp | 71,796 | $254.9K | 0.00% | −17,331−19.4% | Reduced |
| Wells Fargo & Company | 89,779 | $318.7K | 0.00% | −259−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 148,922 | $528.7K | 0.01% | +50,622+51.5% | Added |
| Concorde Asset Management, LLC | 185,100 | $657.1K | 0.34% | −9,800−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 188,382 | $668.8K | 0.00% | −8,928−4.5% | Reduced |
| Pensionmark Financial Group, LLC | 223,650 | $794.0K | 0.02% | +68,750+44.4% | Added |
| LPL Financial LLC | 228,840 | $812.4K | 0.00% | −2,362−1.0% | Reduced |
| Independent Advisor Alliance | 426,952 | $1.52M | 0.02% | +426,952 | New |
| Flagship Harbor Advisors, LLC | 571,125 | $2.03M | 0.11% | +571,125 | New |
| Morgan Stanley | 1,451,020 | $5.15M | 0.00% | +6,913+0.5% | Added |
| 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 |