NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

48 hedge funds and large institutions have $139M invested in NexPoint Diversified Real Estate Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.45M
2
Invesco
2
Invesco
Georgia
$1.19M
3
AAM
3
Advisors Asset Management
Colorado
$783K
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$623K
5
Wells Fargo
5
Wells Fargo
California
$7.75M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$20.3M
2
COLIM
2
City of London Investment Management
United Kingdom
$3.76M
3
YCM
3
Yakira Capital Management
Connecticut
$1M
4
HCMT
4
Highland Capital Management (Texas)
Texas
$21.6M
5
Bessemer Group
5
Bessemer Group
New Jersey
$8.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$320K +$34.8K +1,507 +12%
Millennium Management
27
Millennium Management
New York
$314K +$314K +13,609 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$247K +$247K +10,711 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$240K +$4.85K +210 +2%
S
30
SignatureFD
Georgia
$233K -$108K -4,679 -32%
EWM
31
Evercore Wealth Management
New York
$230K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$225K -$60.1K -2,605 -21%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$221K -$696K -30,162 -76%
MIC
34
Meridian Investment Counsel
California
$212K – – –
IWA
35
IBEX Wealth Advisors
New Jersey
$75K +$75K +3,195 New
SPIA
36
Steward Partners Investment Advisory
New York
$71K +$1.72K +75 +2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$26K +$164 +7 +0.6%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$25K – – –
Citigroup
39
Citigroup
New York
$24K +$23.9K +1,056 +35,200%
US Bancorp
40
US Bancorp
Minnesota
$19K – – –
RIA
41
RPG Investment Advisory
California
$12K – – –
IA
42
IFP Advisors
Florida
$10K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$6K – – –
GWM
44
Geneos Wealth Management
Colorado
$1K – – –
PPA
45
Parametric Portfolio Associates
Washington
– -$1.31M -60,227 Closed
BI
46
Bulldog Investors
New Jersey
– -$1.31M -60,101 Closed
Creative Planning
47
Creative Planning
Kansas
– -$190K -8,718 Closed
NA
48
NewEdge Advisors
Louisiana
– -$23.5K -1,062 Closed
WAM
49
Wealthspire Advisors (Maryland)
Maryland
– -$18K -810 Closed
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