NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

46 hedge funds and large institutions have $92.9M invested in NexPoint Diversified Real Estate Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$3.72M
2
HCMT
2
Highland Capital Management (Texas)
Texas
$14.9M
3
PCR
3
Potrero Capital Research
California
$1.2M
4
RJA
4
Raymond James & Associates
Florida
$2.61M
5
UBS Group
5
UBS Group
Switzerland
$2.03M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.57M
2
KIM
2
Karpus Investment Management
New York
$1.79M
3
GC
3
Guggenheim Capital
Illinois
$2.69M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.1M
5
RCM
5
Rivernorth Capital Management
Florida
$9.46M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$241K 10,843 +8,004 +282%
EWM
27
Evercore Wealth Management
New York
$222K 10,000 +10,000 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$201K 9,042 +9,042 New
Creative Planning
29
Creative Planning
Kansas
$183K 8,249 -392 -5%
GWS
30
Glassman Wealth Services
Virginia
$111K 4,975 +3,500 +237%
S
31
SignatureFD
Georgia
$97K 4,350 – –
JFA
32
JNBA Financial Advisors
Minnesota
$97K 4,350 +4,350 New
MFS
33
MSI Financial Services
Massachusetts
$79K 3,553 – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$24K 1,083 +12 +1%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$24K 1,076 +1,076 New
US Bancorp
36
US Bancorp
Minnesota
$14K 625 – –
IA
37
IFP Advisors
Florida
$8K 381 +1 +0.3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$7K 295 – –
GWM
39
Geneos Wealth Management
Colorado
$6K 282 – –
NFG
40
Next Financial Group
Texas
$6K 250 +250 New
IWM
41
Integrated Wealth Management
California
$1K 25 – –
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$1K 37 – –
Deutsche Bank
43
Deutsche Bank
Germany
$0 3 -51,500 -100%
UR
44
USCA RIA
Texas
– – -19,815 Closed
TC
45
TFS Capital
Pennsylvania
– – -18,589 Closed
Invesco
46
Invesco
Georgia
– – -10,470 Closed
CFN
47
Cordasco Financial Network
Florida
$0 3 – –
HI
48
Hudock Inc
Pennsylvania
$0 25 – –
Citigroup
49
Citigroup
New York
$0 3 – –
1
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