Neu Re Est Sec Inc. FD Inc.-USXNROX
13F holders, Q1 2025 (March 31)62holders +7
17new positions
10sold out
$3.30avg. 13F price*
At the end of Q1 2025, 62 institutions reported holding Neu Re Est Sec Inc. FD Inc.-US (XNROX) in their 13F filings, up 7 from Q4 2024. 17 opened new positions and 10 sold out. The largest holders were Sit Investment Associates Inc. ($31.2M), Morgan Stanley ($6.7M) and Rivernorth Capital Management, LLC ($2.4M).
- Company
- Neu Re Est Sec Inc. FD Inc.-US
- Filed as
- NEUBERGER BERMAN REAL ESTATE (Q1 2025)
- CUSIP
- 64190A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $36.0M |
| Exits | 10 | $4.7M |
All 13F filers, Q4 2024 → Q1 2025: 12,252,122 shares bought and 1,388,114 shares sold, net +10,864,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Sit Investment Associates Inc. | 0.73% | New | 9,464,802 | $31.2M |
| Morgan Stanley | 0.00% | Add +39.8% | 2,028,851 | $6.7M |
| Rivernorth Capital Management, LLC | 0.13% | New | 735,022 | $2.4M |
| Cornerstone Advisors, LLC | 0.05% | Add +799.7% | 355,369 | $1.2M |
| LPL Financial LLC | 0.00% | Add +11.1% | 254,308 | $839K |
| Osaic Holdings, Inc. | 0.00% | Add +14.2% | 215,122 | $710K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 203,151 | $670K |
| Bank of America Corp. | 0.00% | Add +157.1% | 184,552 | $609K |
| Concorde Asset Management, LLC | 0.28% | Reduce -5.3% | 175,200 | $528K |
| NWF Advisory Services Inc. | 0.07% | Add +1482.1% | 158,206 | $522K |
| Calamos Advisors LLC | 0.00% | New | 147,110 | $485K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -24.1% | 113,100 | $373K |
| Wells Fargo & Company | 0.00% | Reduce -1.8% | 88,140 | $291K |
| Cetera Investment Advisers | 0.00% | Add +23.0% | 87,835 | $290K |
| Pathstone Holdings, LLC | 0.00% | New | 77,325 | $258K |
| Raymond James Financial Inc. | 0.00% | Add +11.0% | 78,121 | $258K |
| Yakira Capital Management, Inc. | 0.10% | New | 72,286 | $239K |
| Absolute Investment Advisers, LLC | 0.03% | New | 67,152 | $222K |
| Live Oak Private Wealth LLC | 0.03% | Add +107.1% | 56,138 | $185K |
| Royal Bank of Canada | 0.00% | Add +218.0% | 52,464 | $173K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.4% | 49,986 | $165K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.0% | 49,654 | $164K |
| Benjamin Edwards Inc. | 0.00% | New | 49,238 | $162K |
| Parcion Private Wealth LLC | 0.01% | Add +33.3% | 48,532 | $160K |
| UBS Group AG | 0.00% | Add +45.0% | 42,341 | $140K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.5% | 39,397 | $130K |
| Trust Investment Advisors | 0.07% | New | 33,295 | $110K |
| Walled Lake Planning & Wealth Management, LLC | 0.04% | No change | 32,700 | $108K |
| Modern Wealth Management, LLC | 0.00% | No change | 22,228 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +67.2% | 22,077 | $73K |
| Soltis Investment Advisors LLC | 0.01% | Add +2.8% | 21,225 | $70K |
| Arete Wealth Advisors, LLC | 0.01% | Add +12.5% | 20,219 | $67K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 19,503 | $64K |
| Compound Planning, Inc. | 0.00% | Add +31.0% | 19,000 | $63K |
| L.M. Kohn & Company | 0.02% | Reduce -0.4% | 18,581 | $61K |
| Perigon Wealth Management, LLC | 0.00% | No change | 18,264 | $60K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 17,881 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Add +479.1% | 17,489 | $58K |
| One Capital Management, LLC | 0.00% | Add +4.2% | 17,370 | $57K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.5% | 16,995 | $56K |
| Neuberger Berman Group LLC | 0.00% | New | 15,562 | $51K |
| First Manhattan Co. Llc. | 0.00% | New | 14,081 | $46K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.2% | 14,045 | $46K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Reduce -28.6% | 13,398 | $44K |
| E&G Advisors, LLC | 0.01% | No change | 13,000 | $43K |
| KPP Advisory Services LLC | 0.01% | No change | 12,760 | $42K |
| Larson Financial Group LLC | 0.00% | No change | 12,100 | $40K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -15.7% | 11,975 | $40K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 11,820 | $39K |
| Evolution Wealth Advisors, LLC | 0.01% | Add +2.8% | 11,438 | $38K |
| K2 Principal Fund, L.P. | 0.02% | New | 10,400 | $34K |
| Bessemer Group Inc. | 0.00% | No change | 7,958 | $26K |
| Noble Wealth Management PBC | 0.01% | New | 5,900 | $19K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,653 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,500 | $8K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 1,700 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 666 | $2K |
| WPG Advisers, LLC | 0.00% | New | 566 | $2K |
| Quarry LP | 0.00% | New | 205 | $677 |
| Coldstream Capital Management Inc. | 0.00% | New | 130 | $429 |
| Comerica Bank | 0.00% | Add +945.5% | 115 | $378 |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $53 |
"% 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.