Neu Re Est Sec Inc. FD Inc.-USXNROX
13F holders, Q4 2025 (December 31)65holders +7
14new positions
10sold out
$3.04avg. 13F price*
At the end of Q4 2025, 65 institutions reported holding Neu Re Est Sec Inc. FD Inc.-US (XNROX) in their 13F filings, up 7 from Q3 2025. 14 opened new positions and 10 sold out. The largest holders were Sit Investment Associates Inc. ($24.2M), Morgan Stanley ($5.5M) and Advisors Asset Management, Inc. ($1.5M).
- Company
- Neu Re Est Sec Inc. FD Inc.-US
- Filed as
- NEUBERGER REAL ESTATE (Q4 2025)
- CUSIP
- 64190A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.5M |
| Exits | 10 | $474K |
All 13F filers, Q3 2025 → Q4 2025: 1,005,179 shares bought and 1,461,555 shares sold, net −456,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Sit Investment Associates Inc. | 0.48% | Reduce -11.5% | 7,962,316 | $24.2M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 1,808,734 | $5.5M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.1% | 490,162 | $1.5M |
| Wolverine Asset Management LLC | 0.09% | New | 480,600 | $1.5M |
| Cornerstone Advisors, LLC | 0.04% | Reduce -17.9% | 382,583 | $1.2M |
| LPL Financial LLC | 0.00% | Add +1.3% | 336,179 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.7% | 317,662 | $966K |
| NWF Advisory Services Inc. | 0.09% | Reduce -9.0% | 253,206 | $770K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 217,718 | $662K |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 213,419 | $649K |
| Kanen Wealth Management LLC | 0.18% | New | 192,000 | $584K |
| Concorde Asset Management, LLC | 0.20% | Reduce -7.6% | 164,900 | $501K |
| Cetera Investment Advisers | 0.00% | Add +19.5% | 121,607 | $370K |
| Shaker Financial Services, LLC | 0.11% | Add +49.5% | 119,089 | $362K |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 73,580 | $224K |
| Royal Bank of Canada | 0.00% | Reduce -23.0% | 68,627 | $208K |
| Private Advisor Group, LLC | 0.00% | Add +28.9% | 64,771 | $197K |
| Wells Fargo & Company | 0.00% | Reduce -16.5% | 60,510 | $184K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.8% | 59,314 | $180K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.1% | 58,682 | $178K |
| Live Oak Private Wealth LLC | 0.02% | No change | 56,138 | $171K |
| Closed-End Fund Advisors, Inc. | 0.08% | — | 45,529 | $138K |
| Quarry LP | 0.02% | New | 45,346 | $138K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 38,652 | $118K |
| Absolute Investment Advisers, LLC | 0.01% | New | 35,715 | $108K |
| Parcion Private Wealth LLC | 0.01% | No change | 33,333 | $101K |
| Walled Lake Planning & Wealth Management, LLC | 0.03% | No change | 32,700 | $99K |
| Envestnet Asset Management Inc. | 0.00% | Add +216.3% | 32,080 | $98K |
| Rhodes Investment Advisors Inc. | 0.08% | — | 31,000 | $94K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +10.2% | 29,911 | $91K |
| Decision Investments, Inc. | 0.09% | — | 26,379 | $80K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 26,000 | $79K |
| Modern Wealth Management, LLC | 0.00% | No change | 22,228 | $68K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.6% | 20,037 | $61K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +17.9% | 19,427 | $59K |
| Oppenheimer & Co. Inc. | 0.00% | Add +3.0% | 19,308 | $59K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.5% | 18,129 | $55K |
| Neuberger Berman Group LLC | 0.00% | Reduce -17.4% | 17,606 | $54K |
| Two Sigma Securities, LLC | 0.01% | New | 15,277 | $46K |
| Mercer Global Advisors Inc. | 0.00% | No change | 14,892 | $45K |
| Fingerlakes Wealth Management, Inc. | 0.03% | Add +9.6% | 14,404 | $44K |
| Larson Financial Group LLC | 0.00% | Reduce -21.9% | 13,205 | $40K |
| UBS Group AG | 0.00% | Reduce -74.0% | 12,404 | $38K |
| Evolution Wealth Advisors, LLC | 0.00% | Add +1.0% | 12,238 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 12,056 | $37K |
| Logan Stone Capital, LLC | 0.01% | New | 11,581 | $35K |
| Creative Planning | 0.00% | New | 10,717 | $33K |
| Virtu Financial LLC | 0.00% | New | 10,670 | $32K |
| K2 Principal Fund, L.P. | 0.01% | No change | 10,400 | $32K |
| Bessemer Group Inc. | 0.00% | No change | 7,958 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | Add +114.0% | 7,539 | $23K |
| Highline Wealth Partners LLC | 0.00% | No change | 3,000 | $9K |
| Global Retirement Partners, LLC | 0.00% | New | 2,739 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,500 | $8K |
| Arax Advisory Partners | 0.00% | No change | 2,500 | $8K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 1,700 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,036 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | New | 1,000 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 870 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 666 | $2K |
| WPG Advisers, LLC | 0.00% | Reduce -9.8% | 433 | $1K |
| Comerica Bank | 0.00% | Reduce -6.8% | 260 | $791 |
| Noble Wealth Management PBC | 0.00% | No change | 200 | $608 |
| Private Wealth Management Group, LLC | 0.00% | New | 150 | $456 |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $49 |
"% 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.