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Disclosery

NRO NEUBERGER R/EST SECS INC FD

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COM (fund), issuer CIK 1261166

56 managers (56 13F filers) reported a position in NRO shares at 2024-12-31, 4,489,209 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
56
13F filers
56
New
14
Added
14
Reduced
12
Sold out
7
Shares held by filers
4,489,209

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,451,020$5.15M<0.01%+6,91313F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC571,125$2.03M0.11%new13F-HRTimeline
Independent Advisor Alliance426,952$1.52M0.02%new13F-HRTimeline
LPL Financial LLC228,840$812K<0.01%-2,36213F-HRTimeline
World Investment Advisors223,650$794K0.02%+68,75013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,382$669K<0.01%-8,92813F-HR/ATimelineGroup
Concorde Asset Management, LLC185,100$657K0.34%-9,80013F-HRTimeline
Atria Wealth Solutions, Inc.148,922$529K0.01%+50,62213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,779$319K<0.01%-25913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/71,796$255K<0.01%-17,33113F-HRTimelineGroup
Cetera Investment Advisers71,390$253K<0.01%+18,16413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,367$250K<0.01%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,739$184K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC51,221$182K<0.01%+29613F-HRTimeline
NewEdge Advisors, LLC41,670$148K<0.01%-1,93613F-HRTimeline
Cornerstone Advisors, LLC39,500$140K0.01%new13F-HRTimeline
Parcion Private Wealth LLC36,400$129K0.01%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…32,700$116K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG29,195$104K<0.01%+3,61913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,597$102K<0.01%new13F-HR/ATimeline
Live Oak Private Wealth LLC27,105$96.2K0.02%013F-HRTimeline
Modern Wealth Management, LLC22,228$78.9K<0.01%new13F-HR/ATimeline
Soltis Investment Advisors LLC20,640$73.3K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,396$69K<0.01%-1,73413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,200$68.2K<0.01%-8,37113F-HRTimelineGroup
GWN SECURITIES INC.19,700$67K0.02%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,760$66.6K0.01%+56613F-HRTimeline
L.M. KOHN & COMPANY18,651$66.2K0.02%-1,00013F-HRTimeline
Perigon Wealth Management, LLC18,264$65.4K<0.01%013F-HRTimeline
Arete Wealth Advisors, LLC17,968$64K<0.01%+6,67313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,881$63.5K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,437$61.9K<0.01%new13F-HRTimelineGroup
One Capital Management, LLC16,675$59.2K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,498$59K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC14,811$52.6K<0.01%new13F-HRTimeline
Compound Planning, Inc.14,500$51.5K<0.01%+1,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,202$50.4K<0.01%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC13,661$48.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13,203$46.9K<0.01%+50013F-HRTimeline
E&G Advisors, LLC13,000$46.1K0.01%-3,50013F-HRTimeline
KPP Advisory Services LLC12,760$45.3K0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,522$44.5K<0.01%+2,16413F-HRTimelineGroup
Larson Financial Group LLC12,100$43K<0.01%+3,80313F-HRTimeline
Cambridge Investment Research Advisors,…11,820$42K<0.01%-1,50013F-HRTimeline
Evolution Wealth Advisors, LLC11,125$39.5K0.01%+26913F-HRTimeline
Creative Planningin group Creative Planning10,796$38.3K<0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.10,000$35.5K0.01%-153,20613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,958$28K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,020$10.7K<0.01%+4613F-HRTimelineGroup
CoreCap Advisors, LLC2,500$8.88K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,700$7K0.01%013F-HRTimeline
Fortis Group Advisors, LLC666$2.36K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…90$320<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.16$58<0.01%013F-HRTimeline
COMERICA BANK11$39<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 2,050,353 NRO shares, 3.2% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-02. 0000769317-26-000042

    Accepted , ingested