NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC - Common (NRO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
NRO on NYSE
Shares outstanding
47,421,931
Price per share
$2.98
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
13,846,959
Total reported value
$42,093,480
% of total 13F portfolios
0%
Share change
-406,773
Value change
-$1,258,009
Number of holders
61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC - Common (NRO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 15% $30,224,277 9,474,695 Sit Investment Associates, Inc. 27 Feb 2025
FIRST TRUST PORTFOLIOS LP 6.1% $9,253,536 2,873,769 First Trust Portfolios L.P. 30 Jun 2025

As of 31 Dec 2025, 61 institutional investors reported holding 13,846,959 shares of NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC - Common (NRO). This represents 29% of the company’s total 47,421,931 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC - Common (NRO) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 17% 7,962,316 -12% 0.48% $24,205,000
MORGAN STANLEY 3.8% 1,808,734 -2.9% 0% $5,498,552
Advisors Asset Management, Inc. 1% 490,162 -0.07% 0.03% $1,490,092
WOLVERINE ASSET MANAGEMENT LLC 1% 480,600 0.02% $1,461,024
Cornerstone Advisors, LLC 0.81% 382,583 -18% 0.04% $1,163,052
LPL Financial LLC 0.71% 336,179 +1.2% 0% $1,021,983
OSAIC HOLDINGS, INC. 0.67% 317,662 -4.7% 0% $965,696
Calamos Advisors LLC 0.46% 217,718 +32% 0% $661,863
BANK OF AMERICA CORP /DE/ 0.45% 213,419 -2.7% 0% $648,795
Kanen Wealth Management LLC 0.4% 192,000 0.18% $584,000
Concorde Asset Management, LLC 0.35% 164,900 -7.6% 0.2% $501,296
Cetera Investment Advisers 0.26% 121,607 +20% 0% $369,685
Shaker Financial Services, LLC 0.25% 119,089 +49% 0.11% $362,031
RAYMOND JAMES FINANCIAL INC 0.16% 73,580 +1.5% 0% $223,683
ROYAL BANK OF CANADA 0.14% 68,497 -23% 0% $208,000
Private Advisor Group, LLC 0.14% 64,771 +29% 0% $196,903
WELLS FARGO & COMPANY/MN 0.13% 60,510 -16% 0% $183,950
Kestra Advisory Services, LLC 0.13% 59,314 +8.8% 0% $180,315
BENJAMIN EDWARDS INC 0.12% 58,682 -0.14% 0% $178,393
Live Oak Private Wealth LLC 0.12% 56,138 0% 0.02% $170,660
Closed-End Fund Advisors, Inc. 0.1% 45,529 0% 0.08% $138,408
Quarry LP 0.1% 45,346 0.03% $137,852
ABSOLUTE INVESTMENT ADVISERS, LLC 0.08% 35,715 0.01% $107,863
Parcion Private Wealth LLC 0.07% 33,333 0% 0.01% $101,332
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.07% 32,700 0% 0.03% $99,408

Institutional Holders of NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC - Common (NRO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 13,846,959 $42,093,480 -$1,258,009 $3.04 61
2025 Q3 14,519,055 $46,910,758 -$1,085,404 $3.23 58
2025 Q2 14,784,979 $47,607,230 -$1,326,534 $3.22 59
2025 Q1 15,353,217 $50,618,463 +$35,528,860 $3.30 62
2024 Q4 4,489,208 $15,935,832 +$3,606,598 $3.55 55
2024 Q3 3,435,921 $14,111,807 +$789,399 $4.11 49
2024 Q2 3,282,988 $11,042,174 -$1,584,094 $3.36 50
2024 Q1 3,732,493 $12,455,065 -$3,707,182 $3.34 53
2023 Q4 4,883,041 $15,582,467 -$1,830,224 $3.19 56
2023 Q3 5,247,953 $14,640,629 -$1,199,271 $2.79 64
2023 Q2 5,643,002 $17,190,207 +$2,817,196 $3.04 64
2023 Q1 4,403,477 $13,548,808 +$2,707,810 $3.08 58
2022 Q4 3,324,693 $10,406,669 +$551,924 $3.13 51
2022 Q3 3,199,638 $10,816,510 -$334,083 $3.38 42
2022 Q2 3,300,293 $13,267,412 +$535,532 $4.02 47
2022 Q1 3,540,940 $17,678,477 +$1,938,262 $4.99 51
2021 Q4 3,061,275 $16,123,121 +$1,109,064 $5.27 50
2021 Q3 2,846,221 $13,668,040 +$77,709 $4.80 43
2021 Q2 2,820,668 $14,194,569 -$460,158 $5.03 43
2021 Q1 2,948,613 $13,443,738 -$164,818 $4.56 50
2020 Q4 2,989,316 $13,168,143 -$826,806 $4.41 45
2020 Q3 3,169,263 $11,774,017 -$1,536,677 $3.71 41
2020 Q2 3,586,475 $13,020,801 -$6,098,588 $3.63 44
2020 Q1 4,980,176 $14,923,500 -$4,120,936 $3.00 46
2019 Q4 6,202,701 $34,579,138 +$2,704,953 $5.58 53
2019 Q3 4,635,095 $26,280,402 -$6,349,932 $5.67 46
2019 Q2 5,758,362 $29,585,081 -$3,876,318 $5.13 47
2019 Q1 6,594,799 $32,778,982 -$367,250 $4.97 51
2018 Q4 6,718,973 $27,884,490 +$4,234,198 $4.15 52
2018 Q3 5,598,521 $27,663,964 -$1,164,578 $4.94 53
2018 Q2 5,831,989 $31,888,084 -$991,416 $5.14 47
2018 Q1 6,025,580 $28,587,862 -$5,975,447 $4.77 47
2017 Q4 7,111,260 $39,310,318 -$5,696,313 $5.53 46
2017 Q3 8,133,623 $45,633,000 -$11,977,872 $5.61 53
2017 Q2 10,393,487 $56,117,000 -$11,861,392 $5.40 58
2017 Q1 12,625,803 $67,168,000 -$30,454,695 $5.32 61
2016 Q4 18,339,545 $98,478,000 -$10,456,576 $5.37 65
2016 Q3 20,051,123 $114,146,000 -$1,378,949 $5.69 55
2016 Q2 20,620,645 $117,124,000 +$4,581,526 $5.68 55
2016 Q1 19,824,138 $100,864,000 +$709,408 $5.09 53
2015 Q4 19,929,758 $99,827,023 +$15,993,956 $5.01 58
2015 Q3 16,534,657 $76,244,014 +$6,301,473 $4.61 57
2015 Q2 15,457,922 $73,280,524 -$1,337,664 $4.74 56
2015 Q1 15,603,361 $84,566,095 -$3,325,093 $5.42 58
2014 Q4 16,297,673 $86,210,500 +$2,269,304 $5.29 62
2014 Q3 16,181,020 $77,988,924 +$3,612,955 $4.82 59
2014 Q2 15,483,192 $77,410,011 +$579,599 $5.00 59
2014 Q1 15,317,764 $72,309,268 +$7,129,808 $4.72 59