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

Neuberger Berman Real Estate Securities Income Fund logo
$3.21 +0.04 (+1.26%)
Closing price 10/24/2025 04:10 PM Eastern
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$3.21 0.00 (0.00%)
As of 10/24/2025 06:50 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)
43
Total
Institutional Inflows
(last 12 months)
$37.48M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$287.83K
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NRO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
9/9/2025NWF Advisory Services Inc.170,206$548K0.1%+7.6%0.000%
9/4/2025Osaic Holdings Inc.230,757$743K0.0%+7.3%0.000%
8/15/2025Bank of America Corp DE203,439$655K0.0%+10.2%0.000%
8/12/2025Advisors Asset Management Inc.421,231$1.36M0.0%N/A0.000%
8/12/2025XTX Topco Ltd10,561$34K0.0%N/A0.000%
8/12/2025Steward Partners Investment Advisory LLC12,056$39K0.0%-45.4%0.000%
8/8/2025Cornerstone Advisors LLC451,982$1.46M0.0%+27.2%0.000%
8/8/2025 Calamos Advisors LLC135,342$436K0.0%-8.0%0.000%
8/4/2025Wolverine Asset Management LLC145,113$467K0.0%N/A0.000%
7/30/2025Fingerlakes 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%
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%
1/21/2025Flagship Harbor Advisors LLC571,125$2.03M0.1%N/A0.000%
11/25/2024World Investment Advisors LLC154,900$637K0.0%N/A0.000%
11/20/2024Virtu Financial LLC14,356$59K0.0%N/A0.000%
11/18/2024Arete Wealth Advisors LLC11,295$46K0.0%-24.9%0.000%
11/13/2024Fisher Asset Management LLC10,430$43K0.0%N/A0.000%
11/12/2024Concorde Asset Management LLC194,900$801K0.5%-7.6%0.000%
10/31/2024Advisor Resource Council12,455$51K0.0%-23.0%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,194$75K0.0%+42.0%0.000%
10/22/2024Private Advisor Group LLC50,925$209K0.0%+28.0%0.000%
10/16/2024SeaCrest Wealth Management LLC65,871$271K0.0%+6.3%0.000%
9/5/2024Sanctuary Advisors LLC32,330$102K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.20,000$67K0.0%+33.3%0.000%
8/13/2024Trust Investment Advisors25,189$85K0.1%N/A0.000%
8/12/2024Concorde Asset Management LLC210,900$710K0.4%+10.0%0.000%
8/6/2024Parcion Private Wealth LLC36,400$122K0.0%-20.2%0.000%
8/6/2024North Star Asset Management Inc.13,661$46K0.0%-42.0%0.000%
8/3/2024Shaker Financial Services LLC15,840$53K0.0%N/A0.000%
7/16/2024Advisor Resource Council16,170$54K0.0%-37.6%0.000%
7/10/2024Mid American Wealth Advisory Group Inc.13,479$45K0.0%-25.1%0.000%
5/24/2024Cetera Advisors LLC29,965$100K0.0%-26.2%0.000%
5/16/2024B. Riley Wealth Advisors Inc.15,000$50K0.0%-25.0%0.000%
5/10/2024Cornerstone Advisors LLC55,032$184K0.0%-91.4%0.000%
5/7/2024Atomi Financial Group Inc.11,500$38K0.0%N/A0.000%
5/3/2024Larson Financial Group LLC8,297$28K0.0%+61.1%0.000%
4/30/2024Hartline Investment Corp12,578$42K0.0%N/A0.000%
4/25/2024L.M. Kohn & Company21,158$71K0.0%+30.9%0.000%
4/19/2024Advisor Resource Council25,905$83K0.0%N/A0.000%
4/18/2024SeaCrest Wealth Management LLC61,458$205K0.0%+9.5%0.000%
1/18/2024SeaCrest Wealth Management LLC56,133$181K0.0%+36.2%0.000%
11/13/2023Wolverine Asset Management LLC148,940$416K0.0%-68.7%0.000%
11/13/2023Concorde Asset Management LLC94,500$264K0.2%+81.7%0.000%
11/9/2023Cornerstone Advisors LLC412,759$1.15M0.1%+103.6%0.000%
10/26/2023Advisor Partners II LLC100,359$280K0.0%N/A0.000%
10/17/2023Flagship Harbor Advisors LLC24,000$67K0.0%N/A0.000%
10/10/2023Mid American Wealth Advisory Group Inc.31,020$85K0.1%-89.9%0.000%
8/15/2023Quarry LP85,366$260K0.1%+182.7%0.000%
8/11/2023Cornerstone Advisors LLC202,697$616K0.0%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.95,635$291K0.0%+86.2%0.000%
8/7/2023Wolverine Asset Management LLC475,745$1.45M0.0%+70.2%0.000%
8/7/2023Shaker Financial Services LLC103,485$315K0.1%+7.6%0.000%
8/3/2023Atria Wealth Solutions Inc.67,122$204K0.0%-18.2%0.000%
7/31/2023LPL Financial LLC330,013$1.00M0.0%-5.9%0.000%
7/26/2023Janney Montgomery Scott LLC12,931$39K0.0%N/A0.000%
7/25/2023Raymond James & Associates45,445$138K0.0%-6.8%0.000%
7/25/2023Concorde Asset Management LLC52,000$158K0.1%+136.4%0.000%
(Data available from 1/1/2016 forward)

NRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NRO shares?

During the previous two years, 59 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. ($31.23M), Flagship Harbor Advisors LLC ($2.03M), Independent Advisor Alliance ($1.52M), Cornerstone Advisors LLC ($1.46M), Advisors Asset Management Inc. ($1.36M), World Investment Advisors ($794K), and Osaic Holdings Inc. ($743K).Learn more on Neuberger Berman Real Estate Securities Income Fund's institutional investors.

Which institutional investors have been buying Neuberger Berman Real Estate Securities Income Fund's stock?

Of the 54 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), Cornerstone Advisors LLC ($662.04K), Flagship Harbor Advisors LLC ($571.13K), Independent Advisor Alliance ($426.95K), Advisors Asset Management Inc. ($421.23K), Landscape Capital Management L.L.C. ($203.15K), and Calamos Advisors LLC ($176.53K).

How much institutional buying is happening at Neuberger Berman Real Estate Securities Income Fund?

Institutional investors have bought a total of 13,062,890 shares in the last 24 months. This purchase volume represents approximately $37.48M in transactions.

Which of Neuberger Berman Real Estate Securities Income Fund's major shareholders have been selling company stock?

Of the 10 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: Atria Wealth Solutions Inc. ($35.82K), Concorde Asset Management LLC ($35.70K), Bank of America Corp DE ($17.33K), Parcion Private Wealth LLC ($15.20K), Calamos Advisors LLC ($11.77K), Steward Partners Investment Advisory LLC ($10.02K), and Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($5.36K).

How much institutional selling is happening at Neuberger Berman Real Estate Securities Income Fund?

Institutional investors have sold a total of 142,168 shares in the last 24 months. This volume of shares sold represents approximately $287.83K in transactions.



This page (NYSEAMERICAN:NRO) was last updated on 10/25/2025 by MarketBeat.com Staff
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