XNROX Institutional Ownership & Shareholders

NEUBERGER BERMAN REAL ESTATE (XNROX) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $33.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of XNROX tracked by InsiderSet, reporting ownership valued at approximately $9.28M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed XNROX value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Morgan Stanley, Absolute Investment Advisers, Llc, and several other long-term asset managers with concentrated positions in NEUBERGER BERMAN REAL ESTATE (XNROX).

This page ranks the largest institutional XNROX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

63

Total Reported Value

$33.50M

Largest Holder

Sit Investment Associates Inc

Largest Position

$9.28M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

83

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Sit Investment Associates Inc0.18%3,062,277$9,279,000———
Morgan Stanley0.00%1,390,507$4,213,239———
Absolute Investment Advisers, Llc0.34%1,441,840$3,748,784———
Wolverine Asset Management Llc0.03%796,558$2,413,571———
Kanen Wealth Management Llc0.55%738,804$2,247,422———
Quarry Lp0.35%738,287$2,237,010———
1607 Capital Partners, Llc0.19%732,239$2,218,684———
Calamos Advisors Llc0.00%380,263$1,152,197———
Lpl Financial Llc0.00%314,016$951,467———
Osaic Holdings, Inc.0.00%307,606$932,045———
Advisors Asset Management, Inc.0.01%165,026$869,687———
Shaker Financial Services, Llc0.23%272,461$708,399———
Bank Of America Corp0.00%229,304$694,791———
Nwf Advisory Services Inc.0.06%231,300$601,380———
Cetera Investment Advisers0.00%113,699$344,508———
Royal Bank Of Canada0.00%80,969$245,000———
Raymond James Financial Inc0.00%74,695$226,326———
Benjamin Edwards Inc0.00%61,228$185,522———
Wells Fargo & Company/Mn0.00%59,968$181,703———
Live Oak Private Wealth Llc0.02%56,138$170,098———
Private Advisor Group, Llc0.00%50,292$152,387———
Kestra Advisory Services, Llc0.00%48,618$147,312———
Envestnet Asset Management Inc0.00%36,193$109,665———
Logan Stone Capital, Llc0.02%33,356$101,069———
Resolute Wealth Advisor, Inc.0.05%30,792$87,450———
Parcion Private Wealth Llc0.00%33,333$86,666———
Xtx Topco Ltd0.00%25,899$78,474———
Newedge Advisors, Llc0.00%25,323$76,729———
Trust Investment Advisors0.03%29,267$76,095———
Decision Investments, Inc0.07%28,079$73,005———
Citadel Advisors Llc0.00%23,193$70,275———
Modern Wealth Management, Llc0.00%22,228$67,351———
Ubs Group Ag0.00%20,658$62,594———
Virtu Financial Llc0.00%19,973$61,000———
Steward Partners Investment Advisory, Llc0.00%20,056$60,770———
Waverly Advisors, Llc0.00%19,585$59,343———
West Wealth Group, Llc0.01%21,153$54,999———
Neuberger Berman Group Llc0.00%17,606$53,522———
Pnc Financial Services Group, Inc.0.00%17,592$53,302———
Fingerlakes Wealth Management, Inc.0.03%16,050$48,632———
Mercer Global Advisors Inc0.00%14,892$45,122———
Closed-End Fund Advisors, Inc.0.04%14,054$42,584———
Tactive Advisors, Llc0.01%15,574$40,492———
Evolution Wealth Advisors, Llc0.00%12,238$37,081———
K2 Principal Fund, L.P.0.00%10,400$31,512———
Summit Financial, Llc0.00%10,131$30,697———
Larson Financial Group Llc0.00%9,800$29,694———
E&G Advisors, Lp0.01%10,200$26,520———
Community Financial Services Group, Llc0.00%8,560$22,085———
Arax Advisory Partners0.00%5,000$15,150———
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Frequently asked questions about XNROX

  • Who are the largest institutional holders of XNROX?

    The largest institutional holders of XNROX reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Morgan Stanley, Absolute Investment Advisers, Llc, Wolverine Asset Management Llc, and Kanen Wealth Management Llc. InsiderSet ranks institutional holders by their latest reported XNROX position.

  • What is XNROX institutional ownership?

    This page tracks XNROX positions reported by institutional investment managers through SEC Form 13F. NEUBERGER BERMAN REAL ESTATE (XNROX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own XNROX?

    InsiderSet currently tracks 63 institutional managers reporting XNROX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XNROX shareholders.

  • How much XNROX stock do institutions own?

    Institutional investment managers disclosed approximately $33.50M in XNROX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was XNROX institutional ownership last updated?

    The latest XNROX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional XNROX holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XNROX position after the reporting date.

  • Are institutions buying or selling XNROX?

    Institutional buying and selling can be analyzed by comparing XNROX positions across consecutive 13F reporting periods. InsiderSet's XNROX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XNROX ownership changes.

  • How has XNROX institutional ownership changed over time?

    InsiderSet tracks XNROX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.