Neuberger Real Estate Securities Income Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 3.06 M | $9.28 M | -38.46% | 4.83% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 1.71 M | $5.20 M | 19.35% | 2.71% |
| MORGAN STANLEY | 08/13/2026 | 1.39 M | $4.21 M | -1.18% | 2.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.05 M | $3.17 M | 113.67% | 1.65% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 796.56 K | $2.41 M | -5.14% | 1.26% |
| KANEN WEALTH MANAGEMENT LLC | 08/13/2026 | 738.80 K | $2.25 M | 206.56% | 1.17% |
| QUARRY LP | 08/14/2026 | 738.29 K | $2.24 M | 18.23% | 1.17% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 732.24 K | $2.22 M | 309.54% | 1.16% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 381.88 K | $1.16 M | -1.98% | 0.60% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 380.26 K | $1.15 M | 7.14% | 0.60% |
| LPL FINANCIAL LLC | 08/07/2026 | 314.02 K | $951.47 K | -14.67% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 307.61 K | $932.05 K | -5.89% | 0.49% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 230.30 K | $697.81 K | -3.76% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 229.30 K | $694.79 K | 5.96% | 0.36% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 113.70 K | $344.51 K | 0.44% | 0.18% |
| ROYAL BANK OF CANADA | 08/14/2026 | 80.97 K | $245.00 K | 4.43% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 74.70 K | $226.33 K | -2.58% | 0.12% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 61.23 K | $185.52 K | 2.01% | 0.10% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 59.97 K | $181.70 K | 2.56% | 0.09% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 56.14 K | $170.10 K | 0.00% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 50.29 K | $152.39 K | -70.00% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 48.62 K | $147.31 K | 0.75% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 36.19 K | $109.67 K | 1.05% | 0.06% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 33.36 K | $101.07 K | 100.00% | 0.05% |
| PARCION PRIVATE WEALTH LLC | 07/27/2026 | 33.33 K | $101.00 K | 0.00% | 0.05% |
| RESOLUTE WEALTH ADVISOR, INC. | 08/19/2026 | 30.79 K | $87.45 K | 0.00% | 0.05% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 26.38 K | $79.93 K | -0.38% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 25.90 K | $78.47 K | 60.48% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 25.32 K | $76.73 K | -30.67% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 23.19 K | $70.28 K | 100.00% | 0.04% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 22.23 K | $67.35 K | 0.00% | 0.04% |
| WEST WEALTH GROUP, LLC | 08/06/2026 | 21.02 K | $63.69 K | 0.58% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 20.66 K | $62.59 K | 45.09% | 0.03% |
| OPPENHEIMER & CO INC | 08/03/2026 | 20.53 K | $62.22 K | 3.17% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 20.06 K | $60.77 K | 66.36% | 0.03% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 19.97 K | $61.00 K | 73.14% | 0.03% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 19.59 K | $59.34 K | 2.34% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 18.38 K | $56.00 K | 0.79% | 0.03% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 18.00 K | $54.54 K | -0.01% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 17.69 K | $53.61 K | 0.50% | 0.03% |
| FINGERLAKES WEALTH MANAGEMENT, INC. | 07/23/2026 | 16.05 K | $48.63 K | 11.57% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 14.89 K | $45.12 K | 0.00% | 0.02% |
| RHODES INVESTMENT ADVISORS INC /ADV | 07/28/2026 | 14.50 K | $43.94 K | 0.00% | 0.02% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 14.05 K | $42.58 K | 100.00% | 0.02% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 13.30 K | $40.00 K | 100.00% | 0.02% |
| EVOLUTION WEALTH ADVISORS, LLC | 07/29/2026 | 12.24 K | $37.08 K | 0.00% | 0.02% |
| K2 PRINCIPAL FUND, L.P. | 08/07/2026 | 10.40 K | $31.51 K | 0.00% | 0.02% |
| E&G ADVISORS, LP | 07/23/2026 | 10.20 K | $30.91 K | -4.67% | 0.02% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 10.13 K | $30.70 K | 100.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 9.80 K | $29.69 K | -19.01% | 0.02% |
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Neuberger Real Estate Securities Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of Neuberger Real Estate Securities Income Fund Inc.. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 3.06 M
ABSOLUTE INVESTMENT ADVISERS, LLC: 1.71 M
MORGAN STANLEY: 1.39 M
Advisors Asset Management, Inc.: 1.05 M
WOLVERINE ASSET MANAGEMENT LLC: 796,558
Kanen Wealth Management LLC: 738,804
20.83% of Neuberger Real Estate Securities Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.61 M shares in the last 24 months. This purchase volume represents approximately $43.38 M in transactions.