Neu Re Est Sec Inc. FD Inc.-USXNROX
13F holders, Q1 2024 (March 31)53holders
1famous investor
$3.34avg. 13F price*
At the end of Q1 2024, 53 institutions reported holding Neu Re Est Sec Inc. FD Inc.-US (XNROX) in their 13F filings. The largest holders were Morgan Stanley ($4.2M), Pathstone Holdings, LLC ($1.4M) and LPL Financial LLC ($999K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neu Re Est Sec Inc. FD Inc.-US
- Filed as
- NEUBERGER BERMAN REAL ESTATE (Q1 2024)
- CUSIP
- 64190A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $680K |
| Exits | 12 | $2.7M |
Ownership 53 holders
| Morgan Stanley | 0.00% | Add +3.4% | 1,253,565 | $4.2M |
| Pathstone Holdings, LLC | 0.01% | Add +9.2% | 412,576 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 299,021 | $999K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.6% | 243,562 | $814K |
| Concorde Asset Management, LLC | 0.44% | Add +22.2% | 191,800 | $641K |
| NWF Advisory Services Inc. | 0.09% | Add +3.1% | 165,319 | $552K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +68.6% | 105,640 | $353K |
| Wells Fargo & Company | 0.00% | Add +2.2% | 92,468 | $309K |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 83,153 | $278K |
| Royal Bank of Canada | 0.00% | Add +25.0% | 62,741 | $209K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +9.5% | 61,458 | $205K |
| Cornerstone Advisors, LLC | 0.01% | Reduce -91.4% | 55,032 | $184K |
| Cetera Investment Advisers | 0.00% | New | 46,125 | $154K |
| Parcion Private Wealth LLC | 0.01% | No change | 45,600 | $152K |
| Raymond James & Associates | 0.00% | Add +10.5% | 43,542 | $145K |
| Private Advisor Group, LLC | 0.00% | Add +1.1% | 39,504 | $132K |
| Neuberger Berman Group LLC | 0.00% | No change | 38,500 | $129K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.3% | 36,619 | $122K |
| Walled Lake Planning & Wealth Management, LLC | 0.04% | New | 32,700 | $109K |
| UBS Group AG | 0.00% | Add +6.7% | 30,518 | $102K |
| Live Oak Private Wealth LLC | 0.02% | No change | 27,105 | $91K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +19.2% | 24,996 | $83K |
| Advisor Resource Council | 0.04% | New | 25,905 | $83K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.0% | 24,225 | $81K |
| North Star Asset Management Inc. | 0.00% | No change | 23,570 | $79K |
| L.M. Kohn & Company | 0.02% | Add +30.9% | 21,158 | $71K |
| Susquehanna International Group, LLP | 0.00% | New | 19,968 | $67K |
| Perigon Wealth Management, LLC | 0.00% | No change | 19,764 | $66K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 19,320 | $65K |
| Mid-American Wealth Advisory Group, Inc. | 0.04% | Reduce -41.7% | 18,002 | $60K |
| Citadel Advisors | 0.00% | New | 16,918 | $57K |
| E&G Advisors, LLC | 0.02% | Reduce -6.2% | 16,600 | $55K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 14,639 | $49K |
| Hartline Investment Corp./ | 0.01% | New | 12,578 | $42K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | New | 12,578 | $42K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -25.0% | 15,000 | $42K |
| KPP Advisory Services LLC | 0.01% | New | 12,170 | $41K |
| XTX Topco Ltd | 0.01% | New | 11,698 | $39K |
| Compound Planning, Inc. | 0.00% | New | 11,500 | $38K |
| Evolution Wealth Advisors, LLC | 0.01% | No change | 10,400 | $35K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -11.2% | 8,880 | $30K |
| Larson Financial Group LLC | 0.00% | Add +61.1% | 8,297 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.6% | 8,052 | $27K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,028 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 2,500 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,700 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,016 | $3K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 666 | $2K |
| Spire Wealth Management | 0.00% | No change | 594 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 121 | $404 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 90 | $301 |
| Comerica Bank | 0.00% | Reduce -81.4% | 11 | $37 |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $3 |
"% of holder's portfolio" is XNROX's weight in each manager's 13F, not the share of Neu Re Est Sec Inc. FD Inc.-US the manager owns.