Neu Re Est Sec Inc. FD Inc.-USXNROX
13F holders, Q4 2024 (December 31)55holders +6
14new positions
7sold out
1famous investor
$3.55avg. 13F price*
At the end of Q4 2024, 55 institutions reported holding Neu Re Est Sec Inc. FD Inc.-US (XNROX) in their 13F filings, up 6 from Q3 2024. 14 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($5.2M), Flagship Harbor Advisors, LLC ($2.0M) and Independent Advisor Alliance ($1.5M). 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 (Q4 2024)
- CUSIP
- 64190A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.5M |
| Exits | 7 | $703K |
All 13F filers, Q3 2024 → Q4 2024: 1,423,926 shares bought and 383,148 shares sold, net +1,040,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Morgan Stanley | 0.00% | Add +0.5% | 1,451,020 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.11% | New | 571,125 | $2.0M |
| Independent Advisor Alliance | 0.02% | New | 426,952 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 228,840 | $812K |
| World Investment Advisors | 0.02% | Add +44.4% | 223,650 | $794K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 188,382 | $669K |
| Concorde Asset Management, LLC | 0.34% | Reduce -5.0% | 185,100 | $657K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +51.5% | 148,922 | $529K |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 89,779 | $319K |
| Bank of America Corp. | 0.00% | Reduce -19.4% | 71,796 | $255K |
| Cetera Investment Advisers | 0.00% | Add +34.1% | 71,390 | $253K |
| Raymond James Financial Inc. | 0.00% | — | 70,367 | $250K |
| Kestra Advisory Services, LLC | 0.00% | New | 51,739 | $184K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 51,221 | $182K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.4% | 41,670 | $148K |
| Cornerstone Advisors, LLC | 0.01% | New | 39,500 | $140K |
| Parcion Private Wealth LLC | 0.01% | No change | 36,400 | $129K |
| Walled Lake Planning & Wealth Management, LLC | 0.04% | No change | 32,700 | $116K |
| UBS Group AG | 0.00% | Add +14.2% | 29,195 | $104K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 28,597 | $102K |
| Live Oak Private Wealth LLC | 0.02% | No change | 27,105 | $96K |
| Modern Wealth Management, LLC | 0.00% | New | 22,228 | $79K |
| Soltis Investment Advisors LLC | 0.01% | New | 20,640 | $73K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 19,396 | $69K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.4% | 19,200 | $68K |
| GWN Securities Inc. | 0.02% | — | 19,700 | $67K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +3.1% | 18,760 | $67K |
| L.M. Kohn & Company | 0.02% | Reduce -5.1% | 18,651 | $66K |
| Perigon Wealth Management, LLC | 0.00% | No change | 18,264 | $65K |
| Arete Wealth Advisors, LLC | 0.00% | Add +59.1% | 17,968 | $64K |
| Oppenheimer & Co. Inc. | 0.00% | New | 17,881 | $63K |
| Citadel Advisors | 0.00% | New | 17,437 | $62K |
| One Capital Management, LLC | 0.00% | New | 16,675 | $59K |
| Royal Bank of Canada | 0.00% | No change | 16,498 | $59K |
| Waverly Advisors, LLC | 0.00% | New | 14,811 | $53K |
| Compound Planning, Inc. | 0.00% | Add +7.4% | 14,500 | $51K |
| Avantax Advisory Services, Inc. | 0.00% | New | 14,202 | $50K |
| North Star Asset Management Inc. | 0.00% | No change | 13,661 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.9% | 13,203 | $47K |
| E&G Advisors, LLC | 0.01% | Reduce -21.2% | 13,000 | $46K |
| KPP Advisory Services LLC | 0.01% | No change | 12,760 | $45K |
| Ameriprise Financial Inc. | 0.00% | Add +20.9% | 12,522 | $44K |
| Larson Financial Group LLC | 0.00% | Add +45.8% | 12,100 | $43K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.3% | 11,820 | $42K |
| Evolution Wealth Advisors, LLC | 0.01% | Add +2.5% | 11,125 | $39K |
| Creative Planning | 0.00% | New | 10,796 | $38K |
| NWF Advisory Services Inc. | 0.01% | Reduce -93.9% | 10,000 | $36K |
| Bessemer Group Inc. | 0.00% | New | 7,958 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 3,020 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,500 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,700 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 666 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 90 | $320 |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $58 |
| Comerica Bank | 0.00% | No change | 11 | $39 |
"% 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.