Neu Re Est Sec Inc. FD Inc.-USXNROX
13F holders, Q3 2025 (September 30)58holders −2
8new positions
10sold out
$3.23avg. 13F price*
At the end of Q3 2025, 58 institutions reported holding Neu Re Est Sec Inc. FD Inc.-US (XNROX) in their 13F filings, down 2 from Q2 2025. 8 opened new positions and 10 sold out. The largest holders were Sit Investment Associates Inc. ($29.1M), Morgan Stanley ($6.0M) and Advisors Asset Management, Inc. ($1.6M).
- Company
- Neu Re Est Sec Inc. FD Inc.-US
- Filed as
- NEUBERGER BERMAN REAL ESTATE (Q3 2025)
- CUSIP
- 64190A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $422K |
| Exits | 10 | $957K |
All 13F filers, Q2 2025 → Q3 2025: 607,285 shares bought and 943,178 shares sold, net −335,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Sit Investment Associates Inc. | 0.59% | Reduce -4.6% | 9,001,451 | $29.1M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 1,862,827 | $6.0M |
| Advisors Asset Management, Inc. | 0.03% | Add +16.4% | 490,510 | $1.6M |
| Cornerstone Advisors, LLC | 0.05% | Add +3.2% | 466,276 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +44.4% | 333,280 | $1.1M |
| LPL Financial LLC | 0.00% | Add +30.0% | 332,035 | $1.1M |
| NWF Advisory Services Inc. | 0.10% | Add +63.5% | 278,206 | $899K |
| Bank of America Corp. | 0.00% | Add +7.8% | 219,359 | $709K |
| Concorde Asset Management, LLC | 0.24% | — | 178,500 | $577K |
| Calamos Advisors LLC | 0.00% | Add +21.7% | 164,762 | $532K |
| Cetera Investment Advisers | 0.00% | Add +14.5% | 101,736 | $329K |
| Royal Bank of Canada | 0.00% | Add +50.4% | 89,100 | $288K |
| Shaker Financial Services, LLC | 0.09% | New | 79,680 | $257K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.8% | 72,520 | $234K |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 72,430 | $234K |
| Benjamin Edwards Inc. | 0.00% | Add +16.5% | 58,762 | $190K |
| Live Oak Private Wealth LLC | 0.03% | No change | 56,138 | $181K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.5% | 54,530 | $176K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 50,231 | $162K |
| UBS Group AG | 0.00% | Reduce -56.3% | 47,777 | $154K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 38,809 | $125K |
| Trust Investment Advisors | 0.06% | Add +2.5% | 35,009 | $113K |
| Parcion Private Wealth LLC | 0.01% | Reduce -31.3% | 33,333 | $108K |
| Walled Lake Planning & Wealth Management, LLC | 0.03% | No change | 32,700 | $106K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -76.0% | 27,140 | $88K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 22,156 | $72K |
| Modern Wealth Management, LLC | 0.00% | No change | 22,228 | $72K |
| Neuberger Berman Group LLC | 0.00% | Add +4.9% | 21,306 | $69K |
| Compound Planning, Inc. | 0.00% | No change | 20,200 | $65K |
| Oppenheimer & Co. Inc. | 0.00% | Add +2.9% | 18,753 | $61K |
| Perigon Wealth Management, LLC | 0.00% | No change | 18,264 | $59K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.7% | 17,020 | $55K |
| Larson Financial Group LLC | 0.00% | Add +39.7% | 16,900 | $55K |
| Mach-1 Financial Group, LLC | 0.01% | New | 16,481 | $53K |
| Integrity Advisory Solutions, LLC | 0.01% | — | 16,481 | $53K |
| Arete Wealth Advisors, LLC | 0.00% | Reduce -3.0% | 15,058 | $49K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,892 | $48K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +2.0% | 14,018 | $45K |
| Fingerlakes Wealth Management, Inc. | 0.03% | Add +0.9% | 13,144 | $42K |
| KPP Advisory Services LLC | 0.01% | No change | 12,760 | $41K |
| Evolution Wealth Advisors, LLC | 0.01% | Add +2.9% | 12,119 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 12,056 | $39K |
| E&G Advisors, LLC | 0.01% | Reduce -6.1% | 10,800 | $35K |
| K2 Principal Fund, L.P. | 0.01% | No change | 10,400 | $34K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,143 | $33K |
| Bessemer Group Inc. | 0.00% | No change | 7,958 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.8% | 3,522 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 3,145 | $10K |
| Highline Wealth Partners LLC | 0.00% | New | 3,000 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,500 | $8K |
| Arax Advisory Partners | 0.00% | New | 2,500 | $8K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 1,700 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | New | 810 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 666 | $2K |
| WPG Advisers, LLC | 0.00% | Add +3.5% | 480 | $2K |
| Comerica Bank | 0.00% | Reduce -3.8% | 279 | $902 |
| Noble Wealth Management PBC | 0.00% | — | 200 | $646 |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $52 |
"% 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.