| 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 30 Sep 2025, 58 institutional investors reported holding 14,519,055 shares of NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC - Common (NRO). This represents 31% of the company’s total 47,421,931 outstanding shares.
The largest institutional shareholders of NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC - Common (NRO) together control 30% 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 | 19% | 9,001,451 | -4.6% | 0.59% | $29,075,000 |
| MORGAN STANLEY | 3.9% | 1,862,826 | -2.2% | 0% | $6,016,932 |
| Advisors Asset Management, Inc. | 1% | 490,510 | +16% | 0.03% | $1,584,347 |
| Cornerstone Advisors, LLC | 0.98% | 466,276 | +3.2% | 0.05% | $1,506,071 |
| OSAIC HOLDINGS, INC. | 0.7% | 333,280 | +44% | 0% | $1,088,166 |
| LPL Financial LLC | 0.7% | 332,035 | +30% | 0% | $1,072,474 |
| NWF Advisory Services Inc. | 0.59% | 278,206 | +63% | 0.1% | $898,605 |
| BANK OF AMERICA CORP /DE/ | 0.46% | 219,359 | +7.8% | 0% | $708,531 |
| Concorde Asset Management, LLC | 0.38% | 178,500 | +1.9% | 0.24% | $577,448 |
| Calamos Advisors LLC | 0.35% | 164,762 | +22% | 0% | $532,181 |
| Cetera Investment Advisers | 0.21% | 101,736 | +14% | 0% | $328,610 |
| ROYAL BANK OF CANADA | 0.19% | 89,100 | +50% | 0% | $288,000 |
| Shaker Financial Services, LLC | 0.17% | 79,680 | 0.09% | $257,367 | |
| RAYMOND JAMES FINANCIAL INC | 0.15% | 72,520 | -7.8% | 0% | $234,239 |
| WELLS FARGO & COMPANY/MN | 0.15% | 72,430 | -1.4% | 0% | $233,948 |
| BENJAMIN EDWARDS INC | 0.12% | 58,762 | +17% | 0% | $189,801 |
| Live Oak Private Wealth LLC | 0.12% | 56,138 | 0% | 0.03% | $181,326 |
| Kestra Advisory Services, LLC | 0.11% | 54,530 | +2.5% | 0% | $176,131 |
| Private Advisor Group, LLC | 0.11% | 50,231 | +0.12% | 0% | $162,245 |
| UBS Group AG | 0.1% | 47,777 | -56% | 0% | $154,320 |
| NewEdge Advisors, LLC | 0.08% | 38,809 | -0.66% | 0% | $125,354 |
| Trust Investment Advisors | 0.07% | 35,009 | +2.5% | 0.06% | $113,080 |
| Parcion Private Wealth LLC | 0.07% | 33,333 | -31% | 0.01% | $107,666 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.07% | 32,700 | 0% | 0.03% | $105,621 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.06% | 27,140 | -76% | 0.01% | $87,662 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 43,938 | $133,571 | -$92,671 | $3.04 | 5 |
| 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 |