Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

North European Oil Rty Tr (NRT)

29 + Investors. Track Smart Money conviction in NRT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — NRT

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NRT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
30 funds currently hold this stock — 91% of the 3.0-year high of 33 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

14 buying12 selling
Last quarter: 14 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 7 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 13% medium ■ 33% new
16 out of 30 hedge funds have held NRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -22%, value -41%

Value
-41%
Shares
-22%
Last quarter: funds added -22% more shares while total portfolio value only changed -41%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

5 → 1 → 7 → 9 → 6 new funds/Q
New funds entering each quarter: 1 → 7 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 30% newcomers

■ 67% veterans ■ 3% 1-2yr ■ 30% new
Entry-cohort mix of 30 holders: 20 (67%) are 2+ year veterans, 1 entered 1–2 years ago, and 9 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
7 of 29 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NRT

In 2026 Q2, 14 hedge funds were net buyers of NRT (6 opened a new position, 8 added to an existing one), while 12 reduced or exited (5 trimmed, 7 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 28% of total institutional value in NRT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 30.

Hedge Fund Ownership: NRT

How many hedge funds hold NRT — quarterly history vs. share price
Quarterly hedge fund ownership of NRT vs. share price

Market Analysis: NRT

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: NRT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: NRT
2026 Q3 Stats Unlock in 15 days 29 + Investors

Track Smart Money conviction in NRT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 31 -6.45%
13F Shares 708K 908K -22.04%
Total Value $4M $7M -41.36%
New Positions 6 9 -3
Increased Positions 8 8 -
Closed Positions 7 3 +4
Reduced Positions 5 6 -1
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NRT

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Institutional Holders (2026 Q2)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NRT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verdad Advisers, LP 0.22% 30,782 $225K
2 Washington Trust Advisors, Inc. 0.03% 53,432 $391K
3 Wellington Shields Capital Management, LLC 0.01% 10,257 $75K
4 Integrity Alliance, LLC. 0.01% 31,966 $234K
5 Wellington Shields & Co., LLC 0.00% 1,500 $11K
6 Marshall Wace, LLP 0.00% 220,995 $1.6M
7 Pacific Center for Financial Services 0.00% 312 $2K
8 Hm Payson & Co 0.00% 1,750 $13K
9 Farther Finance Advisors, LLC 0.00% 2,201 $16K
10 Osaic Holdings, INC. 0.00% 11,440 $84K
11 Belvedere Trading LLC 0.00% 10,300 $75K
12 LPL Financial LLC 0.00% 40,012 $292K
13 CoreCap Advisors, LLC 0.00% 300 $2K
14 Morgan Stanley 0.00% 84,264 $616K
15 Harbour Investments, INC. 0.00% 200 $1K
16 Susquehanna International Group, LLP 0.00% 31,901 $233K
17 Caitong International Asset Management Co., Ltd 0.00% 13 —
18 UBS Group AG 0.00% 10,060 $74K
19 Federation des caisses Desjardins du Quebec 0.00% 400 $3K
20 Wells Fargo & Company/Mn 0.00% 5,001 $37K
21 Jpmorgan Chase & Co 0.00% 13,757 $96K
22 BNP Paribas Financial Markets 0.00% 1,678 $12K
23 International Assets Investment Management, LLC 0.00% 8 —
24 Mercer Global Advisors Inc /Adv 0.00% 344 $3K
25 Cassaday & Co Wealth Management LLC 0.00% 15 —
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — North European Oil Rty Tr (NRT)

What does the Smart Money Trend signal show for NRT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NRT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NRT?

Slight buying edge — 54% buying: Last quarter: 14 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NRT holders?

Strong quality — 28% AUM from major funds: 7 of 29 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NRT?

53% of holders stayed for 2+ years: 16 out of 30 hedge funds have held NRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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