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NXDT

NexPoint Diversified Real Estate Trust

49 hedge funds and large institutions have $178M invested in NexPoint Diversified Real Estate Trust in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more capital invested

Capital invested by funds: $139M → $178M (+$39.3M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4849 (+1)

0.17% more ownership

Funds ownership: 37.61%37.78% (+0.17%)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
11
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$309K +$35.6K +1,493 +14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$263K +$310 +13 +0.1%
EWM
28
Evercore Wealth Management
New York
$253K
MIC
29
Meridian Investment Counsel
California
$232K
S
30
SignatureFD
Georgia
$219K -$34.4K -1,443 -14%
AIA
31
Allegis Investment Advisors
Idaho
$206K -$390K -16,359 -67%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$173K -$64.6K -2,706 -28%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$138K -$103K -4,314 -44%
SWM
34
SeaCrest Wealth Management
New York
$36K +$34.3K +1,438 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$28K +$143 +6 +0.5%
Citigroup
36
Citigroup
New York
$27K
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$27K
US Bancorp
38
US Bancorp
Minnesota
$21K
SPIA
39
Steward Partners Investment Advisory
New York
$20K -$55.1K -2,308 -74%
MSA
40
Marino Stram & Associates
Massachusetts
$19K +$18.1K +758 New
RIA
41
RPG Investment Advisory
California
$13K
IA
42
IFP Advisors
Florida
$8K -$2.58K -108 -25%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$6K
GWM
44
Geneos Wealth Management
Colorado
$1K
SWP
45
Stratos Wealth Partners
Ohio
$1K +$1.15K +48 New
Ameriprise
46
Ameriprise
Minnesota
-$1.38M -60,006 Closed
CL
47
CSS LLC
Illinois
-$1.24M -53,772 Closed
YCM
48
Yakira Capital Management
Connecticut
-$1M -43,463 Closed
CCP
49
Clough Capital Partners
Massachusetts
-$354K -15,353 Closed
IWA
50
IBEX Wealth Advisors
New Jersey
-$75K -3,195 Closed

NXDT Hedge Fund Activity: Q4 2017 in Review

49 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2017, worth a combined $178M — up 28% from $139M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NXDT positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 18 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $9.65M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.26M.

  • 49 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2017, up from 48 in Q3 2017.
  • Funds reported $178M of NexPoint Diversified Real Estate Trust stock for Q4 2017, up 28% quarter-over-quarter.
  • 6 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2017 and 5 closed out, a net change of +1 holder.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2017 was Rivernorth Capital Management, an estimated $9.65M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2017 was Thomas J. Herzfeld Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2017.