Who Owns NEU RE EST SEC INC FD INC-US (NRO)? -- Institutional Holders (2026-06-30)

74 institutions reported holding $40.0M of NEU RE EST SEC INC FD INC-US (NRO) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($9.3M), ABSOLUTE INVESTMENT ADVISERS, LLC ($5.2M), MORGAN STANLEY ($4.2M), Advisors Asset Management, Inc. ($3.2M), WOLVERINE ASSET MANAGEMENT LLC ($2.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIT INVESTMENT ASSOCIATES INC	$9.3M	3.1M	Trimmed
2	ABSOLUTE INVESTMENT ADVISERS, LLC	$5.2M	1.7M	Added
3	MORGAN STANLEY	$4.2M	1.4M	Trimmed
4	Advisors Asset Management, Inc.	$3.2M	1.0M	Added
5	WOLVERINE ASSET MANAGEMENT LLC	$2.4M	796,558	Trimmed
6	Kanen Wealth Management LLC	$2.2M	738,804	Added
7	Quarry LP	$2.2M	738,287	Added
8	1607 Capital Partners, LLC	$2.2M	732,239	Added
9	Shaker Financial Services, LLC	$1.2M	381,877	Trimmed
10	Calamos Advisors LLC	$1.2M	380,263	Added
11	LPL Financial LLC	$951,467	314,016	Trimmed
12	OSAIC HOLDINGS, INC.	$932,045	307,606	Trimmed
13	NWF Advisory Services Inc.	$697,809	230,300	Trimmed
14	BANK OF AMERICA CORP /DE/	$694,791	229,304	Added
15	Cetera Investment Advisers	$344,508	113,699	Added
16	Royal Bank of Canada	$245,000	80,969	Added
17	RAYMOND JAMES FINANCIAL INC	$226,326	74,695	Trimmed
18	BENJAMIN EDWARDS INC	$185,522	61,228	Added
19	WELLS FARGO & COMPANY/MN	$181,703	59,968	Added
20	Live Oak Private Wealth LLC	$170,098	56,138	Hold
21	Private Advisor Group, LLC	$152,387	50,292	Trimmed
22	Kestra Advisory Services, LLC	$147,312	48,618	Added
23	ENVESTNET ASSET MANAGEMENT INC	$109,665	36,193	Added
24	Logan Stone Capital, LLC	$101,069	33,356	New
25	Parcion Private Wealth LLC	$100,999	33,333	Hold

Source: SEC Form 13F filings · as of 2026-06-30