NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

45 hedge funds and large institutions have $157M invested in NexPoint Diversified Real Estate Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
15
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$18.4M
2
VIA
Vident Investment Advisory
Georgia
+$7.83M
3
COLIM
City of London Investment Management
United Kingdom
+$2.87M
4
AAM
Advisors Asset Management
Colorado
+$693K
5
Morgan Stanley
Morgan Stanley
New York
+$680K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$5.89M
2
RCM
Rivernorth Capital Management
Florida
-$2.57M
3
Millennium Management
Millennium Management
New York
-$2.56M
4
CAN
Cetera Advisor Networks
California
-$1.22M
5
RJA
Raymond James & Associates
Florida
-$712K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$231K +$106K +4,633 +85%
EWM
27
Evercore Wealth Management
New York
$230K – – –
MIC
28
Meridian Investment Counsel
California
$201K -$10.4K -450 -5%
Bank of America
29
Bank of America
North Carolina
$188K -$118K -5,131 -39%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$134K -$22.9K -1,003 -15%
Citigroup
31
Citigroup
New York
$43K +$18.5K +800 +76%
SWM
32
SeaCrest Wealth Management
New York
$33K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$26K +$139 +6 +0.5%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$25K – – –
US Bancorp
35
US Bancorp
Minnesota
$19K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$18K – – –
MSA
37
Marino Stram & Associates
Massachusetts
$17K – – –
CAL
38
Capital Analysts LLC
Pennsylvania
$9K +$9K +375 New
IA
39
IFP Advisors
Florida
$8K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$6K – – –
SWP
41
Stratos Wealth Partners
Ohio
$1K – – –
GWM
42
Geneos Wealth Management
Colorado
$1K – – –
Millennium Management
43
Millennium Management
New York
– -$2.56M -101,204 Closed
CAN
44
Cetera Advisor Networks
California
– -$1.22M -48,371 Closed
AGM
45
Alpine Global Management
New York
– -$570K -22,532 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$370K -14,625 Closed
S
47
SignatureFD
Georgia
– -$219K -8,672 Closed
AIA
48
Allegis Investment Advisors
Idaho
– -$206K -8,151 Closed
RIA
49
RPG Investment Advisory
California
– -$13K -500 Closed
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