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Neuberger Berman Real Estate Securities Income Fund (NRO) Institutional Ownership

Neuberger Berman Real Estate Securities Income Fund logo
$2.97 +0.03 (+1.02%)
As of 02:08 PM Eastern
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Institutional Ownership Changes (13F Filings) for Neuberger Berman Real Estate Securities Income Fund (NYSEAMERICAN:NRO)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$9.89M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$7.12M
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NRO Institutional Buying and Selling by Quarter

Neuberger Berman Real Estate Securities Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/17/2026 Bank of America Corp DE229,304$695K0.0%N/A0.000%
8/8/2026 K2 Principal Fund L.P.10,400$32K0.0%N/A0.000%
8/7/2026 Perigon Wealth Management LLC18,000$55K0.0%N/A0.000%
6/1/2026 Concorde Asset Management LLC160,300$455K0.2%-2.8%0.000%
5/19/2026 NewEdge Advisors LLC11,204$32K0.0%-71.0%0.000%
5/18/2026 Kanen Wealth Management LLC241,000$684K0.2%+25.5%0.000%
5/18/2026 Royal Bank of Canada77,533$220K0.0%+13.0%0.000%
5/15/2026 Waverly Advisors LLC19,137$54K0.0%N/A0.000%
5/13/2026 Cetera Investment Advisers113,205$322K0.0%-6.9%0.000%
5/8/2026 PNC Financial Services Group Inc.17,604$50K0.0%+133.5%0.000%
5/4/2026 Calamos Advisors LLC354,913$1.01M0.0%+63.0%0.000%
5/4/2026 NWF Advisory Services Inc.239,300$680K0.1%-5.5%0.000%
4/30/2026 Kestra Advisory Services LLC48,256$137K0.0%-18.6%0.000%
4/27/2026 Private Advisor Group LLC167,643$476K0.0%+158.8%0.000%
4/22/2026 Absolute Investment Advisers LLC1,436,699$4.08M0.5%+3,922.7%0.000%
3/3/2026 NWF Advisory Services Inc.253,206$770K0.1%-9.0%0.000%
2/25/2026 Sit Investment Associates Inc.7,962,316$24.21M0.5%-11.5%0.000%
2/23/2026 Virtu Financial LLC10,670$32K0.0%N/A0.000%
2/18/2026 Kanen Wealth Management LLC192,000$584K0.2%N/A0.000%
2/17/2026 Cetera Investment Advisers121,607$370K0.0%+19.5%0.000%
2/17/2026 Osaic Holdings Inc.317,662$966K0.0%-4.7%0.000%
2/17/2026 Royal Bank of Canada68,627$208K0.0%-23.0%0.000%
2/13/2026 Kestra Advisory Services LLC59,314$180K0.0%+8.8%0.000%
2/13/2026 Quarry LP45,346$138K0.0%N/A0.000%
2/13/2026 Wells Fargo & Company MN60,510$184K0.0%-16.5%0.000%
2/13/2026 Concorde Asset Management LLC164,900$501K0.2%-7.6%0.000%
2/12/2026 Sit Investment Associates Inc.7,962,316$24.21M0.5%-11.5%0.000%
2/11/2026 LPL Financial LLC336,179$1.02M0.0%+1.2%0.000%
2/11/2026 Closed End Fund Advisors Inc.45,529$138K0.1%N/A0.000%
2/6/2026 Larson Financial Group LLC13,205$40K0.0%-21.9%0.000%
2/2/2026 Wolverine Asset Management LLC480,600$1.46M0.0%N/A0.000%
1/29/2026 Calamos Advisors LLC217,718$662K0.0%+32.1%0.000%
1/28/2026 Absolute Investment Advisers LLC35,715$108K0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC119,089$362K0.1%+49.5%0.000%
1/21/2026 Flagship Harbor Advisors LLC26,000$79K0.0%N/A0.000%
11/17/2025 Mercer Global Advisors Inc. ADV14,892$48K0.0%N/A0.000%
11/17/2025 Larson Financial Group LLC16,900$55K0.0%+39.7%0.000%
11/17/2025 Bank of America Corp DE219,359$709K0.0%+7.8%0.000%
11/14/2025 Raymond James Financial Inc.72,520$234K0.0%-7.8%0.000%
11/13/2025 Landscape Capital Management L.L.C.27,140$88K0.0%-76.0%0.000%
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11/12/2025 Integrity Advisory Solutions LLC16,481$53K0.0%N/A0.000%
11/7/2025 Cornerstone Advisors LLC466,276$1.51M0.0%+3.2%0.000%
11/6/2025 Advisors Asset Management Inc.490,510$1.58M0.0%+16.4%0.000%
11/5/2025 Envestnet Asset Management Inc.10,143$33K0.0%N/A0.000%
10/31/2025 NWF Advisory Services Inc.278,206$899K0.1%+63.5%0.000%
10/23/2025 Benjamin Edwards Inc.58,762$190K0.0%+16.5%0.000%
10/22/2025 Shaker Financial Services LLC79,680$257K0.1%N/A0.000%
10/20/2025 Calamos Advisors LLC164,762$532K0.0%+21.7%0.000%
10/14/2025 Parcion Private Wealth LLC33,333$108K0.0%-31.3%0.000%
9/9/2025 NWF Advisory Services Inc.170,206$548K0.1%+7.6%0.000%
9/4/2025 Osaic Holdings Inc.230,757$743K0.0%+7.3%0.000%
8/15/2025 Bank of America Corp DE203,439$655K0.0%+10.2%0.000%
8/12/2025 Advisors Asset Management Inc.421,231$1.36M0.0%N/A0.000%
8/12/2025 XTX Topco Ltd10,561$34K0.0%N/A0.000%
8/12/2025 Steward Partners Investment Advisory LLC12,056$39K0.0%-45.4%0.000%
8/8/2025 Cornerstone Advisors LLC451,982$1.46M0.0%+27.2%0.000%
8/8/2025 Calamos Advisors LLC135,342$436K0.0%-8.0%0.000%
8/4/2025 Wolverine Asset Management LLC145,113$467K0.0%N/A0.000%
7/30/2025 Fingerlakes Wealth Management Inc.13,028$42K0.0%N/A0.000%
5/16/2025K2 Principal Fund L.P.10,400$34K0.0%N/A0.000%
5/16/2025Concorde Asset Management LLC175,200$528K0.3%-5.3%0.000%
5/15/2025First Manhattan CO. LLC.14,081$46K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.203,151$670K0.1%N/A0.000%
5/14/2025Compound Planning Inc.19,000$63K0.0%+31.0%0.000%
5/13/2025Sit Investment Associates Inc.9,464,802$31.23M0.7%N/A0.000%
5/12/2025Benjamin Edwards Inc.49,238$162K0.0%N/A0.000%
5/9/2025Cornerstone Advisors LLC355,369$1.17M0.1%+799.7%0.000%
5/9/2025Atria Wealth Solutions Inc.113,100$373K0.0%-24.1%0.000%
5/9/2025PNC Financial Services Group Inc.17,489$58K0.0%+479.1%0.000%
5/6/2025Cetera Investment Advisers87,835$290K0.0%+23.0%0.000%
5/6/2025Tabor Asset Management LP72,286$239K0.1%N/A0.000%
5/5/2025Tabor Asset Management LP72,286$239K0.1%N/A0.000%
5/2/2025Trust Investment Advisors33,295$110K0.1%N/A0.000%
5/2/2025Parcion Private Wealth LLC48,532$160K0.0%+33.3%0.000%
4/29/2025Absolute Investment Advisers LLC67,152$222K0.0%N/A0.000%
4/29/2025Calamos Advisors LLC147,110$485K0.0%N/A0.000%
4/22/2025Live Oak Private Wealth LLC56,138$185K0.0%+107.1%0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,398$44K0.0%-28.6%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC28,597$102K0.0%N/A0.000%
2/17/2025Waverly Advisors LLC14,811$53K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers71,390$253K0.0%+34.1%0.000%
2/17/2025Citadel Advisors LLC17,437$62K0.0%N/A0.000%
2/17/2025Bank of America Corp DE71,796$255K0.0%-19.4%0.000%
2/13/2025Concorde Asset Management LLC185,100$657K0.3%-5.0%0.000%
2/13/2025Bessemer Group Inc.7,958$28K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.70,367$250K0.0%N/A0.000%
2/12/2025Arete Wealth Advisors LLC17,968$64K0.0%+59.1%0.000%
2/12/2025World Investment Advisors223,650$794K0.0%+44.4%0.000%
2/11/2025Modern Wealth Management LLC22,228$73K0.0%N/A0.000%
2/10/2025GWN Securities Inc.19,700$67K0.0%N/A0.000%
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2/10/2025Avantax Advisory Services Inc.14,202$50K0.0%N/A0.000%
2/7/2025Cornerstone Advisors LLC39,500$140K0.0%N/A0.000%
2/7/2025Independent Advisor Alliance426,952$1.52M0.0%N/A0.000%
2/7/2025Larson Financial Group LLC12,100$43K0.0%+45.8%0.000%
2/6/2025One Capital Management LLC16,675$59K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.70,367$250K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.17,881$63K0.0%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.148,922$529K0.0%+51.5%0.000%
1/29/2025Soltis Investment Advisors LLC20,640$73K0.0%N/A0.000%
1/24/2025E&G Advisors LP13,000$46K0.0%-21.2%0.000%


NRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 institutional investors and hedge funds held shares of Neuberger Berman Real Estate Securities Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($24.21M), Absolute Investment Advisers LLC ($4.08M), Advisors Asset Management Inc. ($1.58M), Independent Advisor Alliance ($1.52M), Cornerstone Advisors LLC ($1.51M), Wolverine Asset Management LLC ($1.46M), and LPL Financial LLC ($1.02M).Learn more on Neuberger Berman Real Estate Securities Income Fund's institutional investors.

Of the 57 institutional investors that purchased Neuberger Berman Real Estate Securities Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($9.46M), Absolute Investment Advisers LLC ($1.50M), Wolverine Asset Management LLC ($625.71K), Flagship Harbor Advisors LLC ($597.13K), Advisors Asset Management Inc. ($490.51K), Cornerstone Advisors LLC ($466.28K), and Independent Advisor Alliance ($426.95K).

Institutional investors have bought a total of 3,341,766 shares in the last 24 months. This purchase volume represents approximately $9.89M in transactions.

Of the 13 institutional investors that sold Neuberger Berman Real Estate Securities Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($2.08M), Landscape Capital Management L.L.C. ($85.98K), NWF Advisory Services Inc. ($38.91K), NewEdge Advisors LLC ($27.45K), Royal Bank of Canada ($20.47K), Concorde Asset Management LLC ($18.20K), and Osaic Holdings Inc. ($15.62K).

Institutional investors have sold a total of 2,341,292 shares in the last 24 months. This volume of shares sold represents approximately $7.12M in transactions.


Related Companies

Institutional ownership data for NYSEAMERICAN:NRO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/17/2026. New 13F filings are added each quarter as they're published.
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