Neu Re Est Sec Inc. FD Inc.-USXNROX
13F holders, Q2 2025 (June 30)60holders −2
7new positions
8sold out
1famous investor
$3.22avg. 13F price*
At the end of Q2 2025, 60 institutions reported holding Neu Re Est Sec Inc. FD Inc.-US (XNROX) in their 13F filings, down 2 from Q1 2025. 7 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($30.4M), Morgan Stanley ($6.1M) and Cornerstone Advisors, LLC ($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 (Q2 2025)
- CUSIP
- 64190A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 8 | $3.2M |
All 13F filers, Q1 2025 → Q2 2025: 873,763 shares bought and 1,260,900 shares sold, net −387,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Sit Investment Associates Inc. | 0.65% | Reduce -0.3% | 9,432,852 | $30.4M |
| Morgan Stanley | 0.00% | Reduce -6.1% | 1,904,613 | $6.1M |
| Cornerstone Advisors, LLC | 0.05% | Add +27.2% | 451,982 | $1.5M |
| Advisors Asset Management, Inc. | 0.02% | New | 421,231 | $1.4M |
| LPL Financial LLC | 0.00% | Add +0.4% | 255,414 | $822K |
| Osaic Holdings, Inc. | 0.00% | Add +7.3% | 230,757 | $743K |
| Bank of America Corp. | 0.00% | Add +10.2% | 203,439 | $655K |
| NWF Advisory Services Inc. | 0.07% | Add +7.6% | 170,206 | $548K |
| Wolverine Asset Management LLC | 0.03% | New | 145,113 | $467K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 135,342 | $436K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 113,100 | $364K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -44.3% | 113,117 | $364K |
| UBS Group AG | 0.00% | Add +158.2% | 109,326 | $352K |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 88,858 | $286K |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 78,646 | $253K |
| Wells Fargo & Company | 0.00% | Reduce -16.7% | 73,456 | $237K |
| Absolute Investment Advisers, LLC | 0.03% | No change | 67,152 | $216K |
| Royal Bank of Canada | 0.00% | Add +12.9% | 59,225 | $191K |
| Live Oak Private Wealth LLC | 0.03% | No change | 56,138 | $181K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.1% | 53,201 | $171K |
| Benjamin Edwards Inc. | 0.00% | Add +2.4% | 50,427 | $162K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 50,171 | $162K |
| Parcion Private Wealth LLC | 0.01% | No change | 48,532 | $156K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.8% | 39,068 | $126K |
| Trust Investment Advisors | 0.07% | Add +2.5% | 34,141 | $110K |
| Walled Lake Planning & Wealth Management, LLC | 0.03% | No change | 32,700 | $105K |
| Resolute Wealth Advisor, Inc. | 0.05% | — | 30,792 | $87K |
| HRT Financial LP | 0.00% | New | 22,876 | $73K |
| Modern Wealth Management, LLC | 0.00% | No change | 22,228 | $72K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.1% | 22,059 | $71K |
| Neuberger Berman Group LLC | 0.00% | Add +30.5% | 20,306 | $65K |
| Compound Planning, Inc. | 0.00% | Add +6.3% | 20,200 | $65K |
| Citadel Advisors | 0.00% | New | 18,746 | $60K |
| L.M. Kohn & Company | 0.02% | No change | 18,581 | $60K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +56.0% | 18,435 | $59K |
| Perigon Wealth Management, LLC | 0.00% | No change | 18,264 | $59K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.9% | 18,226 | $59K |
| Arete Wealth Advisors, LLC | 0.00% | Reduce -23.2% | 15,529 | $50K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +2.6% | 13,747 | $44K |
| Fingerlakes Wealth Management, Inc. | 0.03% | New | 13,028 | $42K |
| KPP Advisory Services LLC | 0.01% | No change | 12,760 | $41K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.1% | 12,112 | $39K |
| Larson Financial Group LLC | 0.00% | No change | 12,100 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -45.4% | 12,056 | $39K |
| Evolution Wealth Advisors, LLC | 0.01% | Add +3.0% | 11,775 | $38K |
| E&G Advisors, LLC | 0.01% | Reduce -11.5% | 11,500 | $37K |
| Waverly Advisors, LLC | 0.00% | Reduce -22.1% | 10,946 | $35K |
| XTX Topco Ltd | 0.00% | New | 10,561 | $34K |
| K2 Principal Fund, L.P. | 0.01% | No change | 10,400 | $33K |
| Bessemer Group Inc. | 0.00% | No change | 7,958 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -80.2% | 3,461 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.9% | 2,630 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,500 | $8K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 1,700 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 666 | $2K |
| WPG Advisers, LLC | 0.00% | Reduce -18.0% | 464 | $1K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 448 | $1K |
| Comerica Bank | 0.00% | Add +152.2% | 290 | $934 |
| Quarry LP | 0.00% | No change | 205 | $660 |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $57 |
"% 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.