NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

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
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
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$22.3M
2
Millennium Management
2
Millennium Management
New York
$2.56M
3
AAM
3
Advisors Asset Management
Colorado
$2.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.61M
5
HCMT
5
Highland Capital Management (Texas)
Texas
$49.3M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$18.8M
2
Bessemer Group
2
Bessemer Group
New Jersey
$6.53M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.3M
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$309K +$37.8K +1,493 +14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$263K +$329 +13 +0.1%
EWM
28
Evercore Wealth Management
New York
$253K – – –
MIC
29
Meridian Investment Counsel
California
$232K – – –
S
30
SignatureFD
Georgia
$219K -$36.4K -1,443 -14%
AIA
31
Allegis Investment Advisors
Idaho
$206K -$413K -16,359 -67%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$173K -$68.2K -2,706 -28%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$138K -$109K -4,314 -44%
SWM
34
SeaCrest Wealth Management
New York
$36K +$36K +1,438 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$28K +$151 +6 +0.5%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$27K – – –
Citigroup
37
Citigroup
New York
$27K – – –
US Bancorp
38
US Bancorp
Minnesota
$21K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$20K -$58.1K -2,308 -74%
MSA
40
Marino Stram & Associates
Massachusetts
$19K +$19K +758 New
RIA
41
RPG Investment Advisory
California
$13K – – –
IA
42
IFP Advisors
Florida
$8K -$2.67K -108 -25%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$6K – – –
GWM
44
Geneos Wealth Management
Colorado
$1K – – –
SWP
45
Stratos Wealth Partners
Ohio
$1K +$1K +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
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