Neuberger Berman Real Estate Securities Income Fund is a publicly traded company on AMEX. As of Q3 2025, 51 institutional investors hold shares in this company, with total holdings valued at $17.3M. MORGAN STANLEY is the largest holder with a position valued at $6.0M.
Overview of institutional ownership in NRO as of Q3 2025
Institutions with the largest positions in NRO as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $6.0M 0.00% of portfolio |
Advisors Asset Management, Inc. ETF Provider | $1.6M 0.03% of portfolio |
C Cornerstone Advisors, LLC Institution | $1.5M 0.05% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.1M 0.00% of portfolio |
NWF Advisory Services Inc. RIA/Wealth | $898.6K 0.10% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $708.5K 0.00% of portfolio |
Concorde Asset Management, LLC RIA/Wealth | $577.4K 0.24% of portfolio |
Calamos Advisors LLC Long Only Manager | $532.2K 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $328.6K 0.00% of portfolio |
Institutional buying and selling activity for NRO in Q3 2025
| Institution | Net Bought |
|---|---|
NWF Advisory Services Inc. RIA/Wealth | +$348.8K +108.0K shares |
A Advisor Group Holdings, Inc. Institution | +$334.7K +102.5K shares |
Shaker Financial Services, LLC RIA/Wealth | +$257.4K +79.7K shares |
L LPL Financial LLC Institution | +$247.5K +76.6K shares |
Advisors Asset Management, Inc. ETF Provider | +$223.8K +69.3K shares |
Calamos Advisors LLC Long Only Manager | +$95.0K +29.4K shares |
Mach-1 Financial Group, Inc. RIA/Wealth | +$53.2K +16.5K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | +$53.2K +16.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$51.4K +15.9K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$48.1K +14.9K shares |
| Institution | Net Sold |
|---|---|
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$467.3K −145.1K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$277.7K −86.0K shares |
ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | −$216.2K −67.2K shares |
UBS Group AG Institution | −$198.8K −61.5K shares |
MORGAN STANLEY RIA/Wealth | −$135.0K −41.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$60.4K −18.7K shares |
L.M. KOHN & COMPANY RIA/Wealth | −$59.8K −18.6K shares |
Parcion Private Wealth LLC RIA/Wealth | −$49.1K −15.2K shares |
Warren Averett Asset Management, LLC RIA/Wealth | −$35.2K −10.9K shares |
X XTX Topco Ltd Institution | −$34.0K −10.6K shares |
Institutions that initiated new positions or completely exited NRO in Q3 2025
| Institution | Position Value |
|---|---|
Mach-1 Financial Group, Inc. RIA/Wealth | $53.2K 16.5K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | $53.2K 16.5K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $48.1K 14.9K shares |
1 1620 INVESTMENT ADVISORS, INC. RIA/Wealth | $10.2K 3.1K shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $9.7K 3.0K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $8.1K 2.5K shares |
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | $5.5K 1.7K shares |
H HRT FINANCIAL LLC Institution | - - shares |
| Institution | Previous Position |
|---|---|
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $467.3K 145.1K shares |
ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | $216.2K 67.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $60.4K 18.7K shares |
L.M. KOHN & COMPANY RIA/Wealth | $59.8K 18.6K shares |
Warren Averett Asset Management, LLC RIA/Wealth | $35.2K 10.9K shares |
X XTX Topco Ltd Institution | $34.0K 10.6K shares |
Geneos Wealth Management Inc. RIA/Wealth | $8.5K 2.6K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $1.4K 448.0 shares |
Q Quarry LP Institution | $660.0 205.0 shares |
H HRT FINANCIAL LLC Institution | - 22.9K shares |
Institutions with the largest Call and Put options positions in NRO as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with NRO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Concorde Asset Management, LLC RIA/Wealth | 0.24% $577.4K |
NWF Advisory Services Inc. RIA/Wealth | 0.10% $898.6K |
Shaker Financial Services, LLC RIA/Wealth | 0.09% $257.4K |
Trust Investment Advisors Institution | 0.06% $113.1K |
C Cornerstone Advisors, LLC Institution | 0.05% $1.5M |
0.03% $105.6K | |
Fingerlakes Wealth Management, Inc. RIA/Wealth | 0.03% $42.5K |
Advisors Asset Management, Inc. ETF Provider | 0.03% $1.6M |
Live Oak Private Wealth LLC RIA/Wealth | 0.03% $181.3K |
K K2 PRINCIPAL FUND, L.P. Institution | 0.01% $33.6K |
Discover hedge funds investing in NRO

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $48.4M | 3.06% | |
Aerospace & Defense Industrials | $27.5M | 1.74% | |
Beverages - Non-Alcoholic Consumer Defensive | $23.5M | 1.48% |
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