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Disclosery

NRO NEUBERGER R/EST SECS INC FD

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COM (fund), issuer CIK 1261166

63 managers (63 13F filers) reported a position in NRO shares at 2025-03-31, 15,356,260 shares in all. 17 filers opened a position and 10 filers sold out during the quarter.

Managers
63
13F filers
63
New
17
Added
21
Reduced
11
Sold out
10
Shares held by filers
15,356,260

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC9,464,802$31.2M0.73%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,028,851$6.7M<0.01%+577,83113F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC735,022$2.43M0.13%new13F-HRTimeline
Cornerstone Advisors, LLC355,369$1.17M0.05%+315,86913F-HRTimeline
LPL Financial LLC254,308$839K<0.01%+25,46813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.215,122$710K<0.01%+26,74013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…203,151$670K0.06%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/184,552$609K<0.01%+112,75613F-HRTimelineGroup
Concorde Asset Management, LLC175,200$528K0.28%-9,90013F-HRTimeline
NWF Advisory Services Inc.158,206$522K0.07%+148,20613F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC147,110$485K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.113,100$373K<0.01%-35,82213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88,140$291K<0.01%-1,63913F-HRTimelineGroup
Cetera Investment Advisers87,835$290K<0.01%+16,44513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC77,325$258K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,121$258K<0.01%+7,75413F-HRTimelineGroup
Yakira Capital Management, Inc.72,286$239K0.1%new13F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC67,152$222K0.03%new13F-HRTimeline
Live Oak Private Wealth LLC56,138$185K0.03%+29,03313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,464$173K<0.01%+35,96613F-HR/ATimelineGroup
Private Advisor Group, LLC49,986$165K<0.01%-1,23513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC49,654$164K<0.01%-2,08513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC49,238$162K<0.01%new13F-HRTimelineGroup
Parcion Private Wealth LLC48,532$160K0.01%+12,13213F-HRTimeline
UBS Group AGin group UBS Group AG42,341$140K<0.01%+13,14613F-HRTimelineGroup
NewEdge Advisors, LLC39,397$130K<0.01%-2,27313F-HRTimeline
Trust Investment Advisors33,295$110K0.07%new13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…32,700$108K0.04%013F-HRTimeline
Modern Wealth Management, LLC22,228$73.4K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…22,077$72.9K<0.01%+8,87413F-HRTimeline
Soltis Investment Advisors LLC21,225$70K0.01%+58513F-HRTimeline
Arete Wealth Advisors, LLC20,219$67K0.01%+2,25113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,503$64K<0.01%+10713F-HRTimeline
Compound Planning, Inc.19,000$62.7K<0.01%+4,50013F-HRTimeline
L.M. KOHN & COMPANY18,581$61.3K0.02%-7013F-HRTimeline
Perigon Wealth Management, LLC18,264$60.3K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,881$59K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,489$57.7K<0.01%+14,46913F-HRTimelineGroup
One Capital Management, LLC17,370$57.3K<0.01%+69513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,995$56.1K<0.01%-2,20513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,562$51.4K<0.01%new13F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.14,081$46.5K<0.01%new13F-HRTimeline
Waverly Advisors, LLC14,045$46.4K<0.01%-76613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,398$44.1K0.01%-5,36213F-HRTimeline
E&G Advisors, LLC13,000$42.9K0.01%013F-HRTimeline
KPP Advisory Services LLC12,760$42.1K0.01%013F-HRTimeline
Larson Financial Group LLC12,100$39.9K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,975$39.5K<0.01%-2,22713F-HRTimeline
Cambridge Investment Research Advisors,…11,820$39K<0.01%013F-HRTimeline
Evolution Wealth Advisors, LLC11,438$37.7K0.01%+31313F-HRTimeline
K2 PRINCIPAL FUND, L.P.10,400$34.3K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,958$26K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC5,900$19.5K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.5,696$18.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,500$8.25K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,700$6K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC666$2.2K<0.01%013F-HRTimeline
WPG Advisers, LLC566$1.87K<0.01%new13F-HRTimeline
Quarry LP205$677<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC130$429<0.01%new13F-HRTimeline
COMERICA BANK115$378<0.01%+10413F-HRTimeline
Sunbelt Securities, Inc.16$53<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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