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 | 02/12/2026 | 7.96 M | $24.21 M | -11.54% | 12.57% |
| MORGAN STANLEY | 02/13/2026 | 1.81 M | $5.50 M | -2.90% | 2.85% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 490.16 K | $1.49 M | -0.07% | 0.77% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 480.60 K | $1.46 M | 100.00% | 0.76% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 382.58 K | $1.16 M | -17.95% | 0.60% |
| LPL FINANCIAL LLC | 02/11/2026 | 336.18 K | $1.02 M | 1.25% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 317.66 K | $965.70 K | -4.69% | 0.50% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 217.72 K | $661.86 K | 32.14% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 213.42 K | $648.80 K | -2.71% | 0.34% |
| KANEN WEALTH MANAGEMENT LLC | 02/18/2026 | 192.00 K | $584.00 K | 100.00% | 0.30% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 164.90 K | $501.30 K | -7.62% | 0.26% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 121.61 K | $369.69 K | 19.53% | 0.19% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 119.09 K | $362.03 K | 49.46% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 73.58 K | $223.68 K | 1.46% | 0.12% |
| ROYAL BANK OF CANADA | 02/17/2026 | 68.63 K | $208.00 K | -22.98% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 64.77 K | $196.90 K | 28.95% | 0.10% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 60.51 K | $183.95 K | -16.46% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 59.31 K | $180.32 K | 8.77% | 0.09% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 58.68 K | $178.39 K | -0.14% | 0.09% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 56.14 K | $170.66 K | 0.00% | 0.09% |
| 02/11/2026 | 45.53 K | $138.41 M | 100.00% | 0.07% | |
| QUARRY LP | 02/13/2026 | 45.35 K | $137.85 K | 100.00% | 0.07% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 38.65 K | $117.50 K | -0.40% | 0.06% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 35.72 K | $107.86 K | 100.00% | 0.06% |
| PARCION PRIVATE WEALTH LLC | 01/26/2026 | 33.33 K | $101.33 K | 0.00% | 0.05% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 02/12/2026 | 32.70 K | $99.41 K | 0.00% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 32.08 K | $97.52 K | 216.28% | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 29.91 K | $90.93 K | 10.21% | 0.05% |
| 02/17/2026 | 26.38 K | $80.19 K | 100.00% | 0.04% | |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 26.00 K | $79.04 K | 100.00% | 0.04% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 22.23 K | $67.57 K | 0.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 20.04 K | $60.91 K | -9.56% | 0.03% |
| 02/09/2026 | 19.43 K | $59.06 K | 17.88% | 0.03% | |
| OPPENHEIMER & CO INC | 02/02/2026 | 19.31 K | $58.70 K | 2.96% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 18.13 K | $55.00 K | 6.52% | 0.03% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 17.61 K | $53.52 K | -17.37% | 0.03% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 15.28 K | $46.44 K | 100.00% | 0.02% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 15.05 K | $46.00 K | -0.09% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 14.89 K | $45.27 K | 0.00% | 0.02% |
| FINGERLAKES WEALTH MANAGEMENT, INC. | 02/05/2026 | 14.40 K | $43.79 K | 9.59% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 13.21 K | $40.14 K | -21.86% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 12.40 K | $37.71 K | -74.04% | 0.02% |
| EVOLUTION WEALTH ADVISORS, LLC | 01/12/2026 | 12.24 K | $37.20 K | 0.98% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 12.06 K | $36.65 K | 0.00% | 0.02% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 11.58 K | $35.21 K | 100.00% | 0.02% |
| CREATIVE PLANNING | 02/17/2026 | 10.72 K | $32.58 K | 100.00% | 0.02% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 10.67 K | $32.00 K | 100.00% | 0.02% |
| K2 PRINCIPAL FUND, L.P. | 02/13/2026 | 10.40 K | $31.62 K | 0.00% | 0.02% |
| BESSEMER GROUP INC | 02/05/2026 | 7.96 K | $24.00 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 7.54 K | $22.92 K | 114.05% | 0.01% |
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Neuberger Real Estate Securities Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 102 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: 7.96 M
MORGAN STANLEY: 1.81 M
Advisors Asset Management, Inc.: 490,162
WOLVERINE ASSET MANAGEMENT LLC: 480,600
Cornerstone Advisors, LLC: 382,583
LPL Financial LLC: 336,179
21.93% of Neuberger Real Estate Securities Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 15.49 M shares in the last 24 months. This purchase volume represents approximately $47.87 M in transactions.