NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

45 hedge funds and large institutions have $176M invested in NexPoint Diversified Real Estate Trust in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
21
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$27.7M
2
RJA
2
Raymond James & Associates
Florida
$11.8M
3
COLIM
3
City of London Investment Management
United Kingdom
$8.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.4M
5
YCM
5
Yakira Capital Management
Connecticut
$4.98M

Top Sellers

1
HCMT
1
Highland Capital Management (Texas)
Texas
$44.7M
2
AAM
2
Advisors Asset Management
Colorado
$0
3
PCR
3
Potrero Capital Research
California
$0
4
LPL Financial
4
LPL Financial
California
$0
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$269K -$32.9K -1,512 -11%
AG
27
Advisor Group
Arizona
$269K +$28.4K +1,306 +12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$222K +$16.3K +749 +8%
EWM
29
Evercore Wealth Management
New York
$218K – – –
MIC
30
Meridian Investment Counsel
California
$200K +$200K +9,189 New
Creative Planning
31
Creative Planning
Kansas
$190K -$14.1K -647 -7%
SPIA
32
Steward Partners Investment Advisory
New York
$65K +$44.7K +2,082 +220%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$24K +$131 +6 +0.5%
NA
34
NewEdge Advisors
Louisiana
$23.5K +$23.5K +1,062 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$23K – – –
US Bancorp
36
US Bancorp
Minnesota
$18K +$4.5K +208 +33%
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$18K +$18K +810 New
RIA
38
RPG Investment Advisory
California
$11K +$11K +500 New
IA
39
IFP Advisors
Florida
$9K +$1.92K +92 +27%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$5K -$900 -45 -15%
GWM
41
Geneos Wealth Management
Colorado
$1K – – –
AAM
42
Advisors Asset Management
Colorado
– -$1.73M -75,461 Closed
PCR
43
Potrero Capital Research
California
– -$1.23M -53,800 Closed
LPL Financial
44
LPL Financial
California
– -$1.13M -49,608 Closed
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
– -$451K -19,700 Closed
SPC
46
Sigma Planning Corp
Michigan
– -$415K -18,121 Closed
LA
47
Legacy Advisors
Pennsylvania
– -$1K -59 Closed
1
2