NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

46 hedge funds and large institutions have $96.3M invested in NexPoint Diversified Real Estate Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$12.6M
2
HCMT
Highland Capital Management (Texas)
Texas
$18.9M
3
Wells Fargo
Wells Fargo
California
$4.8M
4
LPL Financial
LPL Financial
California
$824K
5
VKH
Virtu KCG Holdings
New York
$312K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$1.67M
2
KIM
Karpus Investment Management
New York
$0
3
AAM
Advisors Asset Management
Colorado
$2.38M
4
Morgan Stanley
Morgan Stanley
New York
$14.5M
5
RJA
Raymond James & Associates
Florida
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$265K -$49K -2,150 -16%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$238K +$238K +10,445 New
EWM
28
Evercore Wealth Management
New York
$228K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$212K +$6.37K +280 +3%
Creative Planning
30
Creative Planning
Kansas
$194K +$5.77K +253 +3%
MFS
31
MSI Financial Services
Massachusetts
$81K – – –
GWS
32
Glassman Wealth Services
Virginia
$79K -$33.6K -1,485 -30%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$25K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$25K +$138 +6 +0.6%
IWA
35
IBEX Wealth Advisors
New Jersey
$16K +$16K +712 New
US Bancorp
36
US Bancorp
Minnesota
$14K – – –
IA
37
IFP Advisors
Florida
$8K -$351 -16 -4%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$7K – – –
NFG
39
Next Financial Group
Texas
$6K – – –
GWM
40
Geneos Wealth Management
Colorado
$4K -$1.15K -63 -22%
CLOS
41
Compagnie Lombard Odier SCmA
Switzerland
$1K – – –
CFA
42
CT Financial Advisors
Pennsylvania
$410 +$410 +18 New
KIM
43
Karpus Investment Management
New York
– -$1.79M -80,395 Closed
S
44
SignatureFD
Georgia
– -$97K -4,350 Closed
JFA
45
JNBA Financial Advisors
Minnesota
– -$97K -4,350 Closed
IWM
46
Integrated Wealth Management
California
– -$1K -25 Closed
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