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 | 05/13/2026 | 4.98 M | $14.13 M | -37.51% | 7.85% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 1.44 M | $4.08 M | 3,922.68% | 2.27% |
| MORGAN STANLEY | 05/15/2026 | 1.41 M | $4.00 M | -22.21% | 2.22% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 839.71 K | $2.38 M | 74.72% | 1.33% |
| QUARRY LP | 05/15/2026 | 624.46 K | $1.77 M | 1,277.09% | 0.99% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 490.17 K | $1.39 M | 0.00% | 0.77% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 389.61 K | $1.11 M | 227.16% | 0.61% |
| LPL FINANCIAL LLC | 05/06/2026 | 368.02 K | $1.05 M | 9.47% | 0.58% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 356.42 K | $1.01 M | 100.00% | 0.56% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 354.91 K | $1.01 M | 63.02% | 0.56% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 326.85 K | $928.25 K | 2.89% | 0.52% |
| KANEN WEALTH MANAGEMENT LLC | 05/18/2026 | 241.00 K | $684.44 K | 25.52% | 0.38% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 239.30 K | $679.61 K | -5.49% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 216.41 K | $614.60 K | 1.40% | 0.34% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 178.80 K | $507.78 K | 100.00% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 167.64 K | $476.11 K | 158.82% | 0.26% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 160.30 K | $455.25 K | -2.79% | 0.25% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 113.21 K | $321.50 K | -6.91% | 0.18% |
| ROYAL BANK OF CANADA | 05/15/2026 | 77.53 K | $220.00 K | 12.98% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 76.67 K | $217.74 K | 4.20% | 0.12% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 60.02 K | $170.46 K | 2.28% | 0.09% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 58.47 K | $166.06 K | -3.37% | 0.09% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 56.14 K | $159.43 K | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 48.26 K | $137.05 K | -18.64% | 0.08% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 36.53 K | $103.74 K | -5.50% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 35.82 K | $101.72 K | 11.65% | 0.06% |
| PARCION PRIVATE WEALTH LLC | 04/22/2026 | 33.33 K | $94.67 K | 0.00% | 0.05% |
| 05/11/2026 | 30.79 K | $87.45 K | 100.00% | 0.05% | |
| 04/22/2026 | 26.48 K | $75.20 K | 0.38% | 0.04% | |
| 05/11/2026 | 22.45 K | $63.75 K | 15.55% | 0.04% | |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 22.23 K | $64.02 K | 0.00% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 21.55 K | $61.21 K | 100.00% | 0.03% |
| WEST WEALTH GROUP, LLC | 05/12/2026 | 20.90 K | $59.35 K | 100.00% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 20.26 K | $57.54 K | 1.12% | 0.03% |
| OPPENHEIMER & CO INC | 04/24/2026 | 19.90 K | $56.53 K | 3.08% | 0.03% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 19.14 K | $54.35 K | 100.00% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 18.24 K | $52.00 K | 0.61% | 0.03% |
| PERIGON WEALTH MANAGEMENT, LLC | 04/10/2026 | 18.00 K | $51.12 K | 100.00% | 0.03% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 17.61 K | $50.00 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 17.60 K | $50.00 K | 133.51% | 0.03% |
| XTX TOPCO LTD | 05/15/2026 | 16.14 K | $45.83 K | 100.00% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 14.89 K | $42.29 K | 0.00% | 0.02% |
| 05/14/2026 | 14.50 K | $41.18 K | -53.23% | 0.02% | |
| FINGERLAKES WEALTH MANAGEMENT, INC. | 04/21/2026 | 14.39 K | $40.86 K | -0.13% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 14.24 K | $40.44 K | 14.79% | 0.02% |
| EVOLUTION WEALTH ADVISORS, LLC | 05/08/2026 | 12.24 K | $34.76 K | 0.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 12.10 K | $34.36 K | -8.37% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 12.06 K | $34.24 K | 0.00% | 0.02% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 11.54 K | $33.00 K | 8.12% | 0.02% |
| COLORADO CAPITAL MANAGEMENT, INC. | 04/14/2026 | 11.28 K | $32.00 K | 100.00% | 0.02% |
Neuberger Real Estate Securities Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 107 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: 4.98 M
ABSOLUTE INVESTMENT ADVISERS, LLC: 1.44 M
MORGAN STANLEY: 1.41 M
WOLVERINE ASSET MANAGEMENT LLC: 839,705
Quarry LP: 624,455
Advisors Asset Management, Inc.: 490,165
21.84% of Neuberger Real Estate Securities Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 15.15 M shares in the last 24 months. This purchase volume represents approximately $45.00 M in transactions.