Neu Re Est Sec Inc. FD Inc.-USXNROX
13F holders, Q3 2024 (September 30)49holders −1
8new positions
8sold out
1famous investor
$4.11avg. 13F price*
At the end of Q3 2024, 49 institutions reported holding Neu Re Est Sec Inc. FD Inc.-US (XNROX) in their 13F filings, down 1 from Q2 2024. 8 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($5.9M), LPL Financial LLC ($950K) and Osaic Holdings, Inc. ($811K). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Neu Re Est Sec Inc. FD Inc.-US
- Filed as
- NEUBERGER BERMAN REAL ESTATE (Q3 2024)
- CUSIP
- 64190A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.0M |
| Exits | 8 | $546K |
All 13F filers, Q2 2024 → Q3 2024: 473,343 shares bought and 311,530 shares sold, net +161,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Morgan Stanley | 0.00% | Add +14.5% | 1,444,107 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -23.6% | 231,202 | $950K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.0% | 197,310 | $811K |
| Concorde Asset Management, LLC | 0.45% | Reduce -7.6% | 194,900 | $801K |
| NWF Advisory Services Inc. | 0.10% | Reduce -1.2% | 163,206 | $671K |
| World Investment Advisors | 0.02% | New | 154,900 | $637K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.9% | 98,300 | $404K |
| Wells Fargo & Company | 0.00% | Reduce -19.3% | 90,038 | $370K |
| Bank of America Corp. | 0.00% | Add +6.3% | 89,127 | $366K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +6.3% | 65,871 | $271K |
| Cetera Investment Advisers | 0.00% | Add +15.6% | 53,226 | $219K |
| Private Advisor Group, LLC | 0.00% | Add +27.9% | 50,925 | $209K |
| Raymond James & Associates | 0.00% | Add +8.4% | 47,734 | $196K |
| NewEdge Advisors, LLC | 0.00% | Add +7.9% | 43,606 | $179K |
| Parcion Private Wealth LLC | 0.01% | No change | 36,400 | $150K |
| Walled Lake Planning & Wealth Management, LLC | 0.05% | No change | 32,700 | $134K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.8% | 31,115 | $119K |
| Susquehanna International Group, LLP | 0.00% | New | 27,571 | $113K |
| Live Oak Private Wealth LLC | 0.02% | No change | 27,105 | $111K |
| UBS Group AG | 0.00% | Reduce -12.5% | 25,576 | $105K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.5% | 25,436 | $105K |
| Kingsview Wealth Management, LLC | 0.00% | New | 24,355 | $100K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 21,130 | $87K |
| L.M. Kohn & Company | 0.02% | Reduce -7.1% | 19,651 | $81K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -3.7% | 18,264 | $75K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +42.0% | 18,194 | $75K |
| Royal Bank of Canada | 0.00% | Reduce -30.9% | 16,498 | $68K |
| E&G Advisors, LLC | 0.02% | Reduce -0.6% | 16,500 | $68K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 14,639 | $60K |
| Virtu Financial LLC | 0.00% | New | 14,356 | $59K |
| North Star Asset Management Inc. | 0.00% | No change | 13,661 | $56K |
| Compound Planning, Inc. | 0.00% | Add +8.0% | 13,500 | $55K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 13,320 | $55K |
| KPP Advisory Services LLC | 0.01% | No change | 12,760 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.7% | 12,703 | $52K |
| Advisor Resource Council | 0.02% | Reduce -23.0% | 12,455 | $51K |
| Arete Wealth Advisors, LLC | 0.00% | Reduce -24.9% | 11,295 | $46K |
| Evolution Wealth Advisors, LLC | 0.01% | Add +2.4% | 10,856 | $45K |
| Fisher Asset Management | 0.00% | New | 10,430 | $43K |
| Ameriprise Financial Inc. | 0.00% | New | 10,358 | $43K |
| Larson Financial Group LLC | 0.00% | No change | 8,297 | $34K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 4,387 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,974 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,500 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,700 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 666 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 90 | $370 |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $66 |
| Comerica Bank | 0.00% | No change | 11 | $45 |
"% 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.