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NXDT

NexPoint Diversified Real Estate Trust
NXDT

62 hedge funds and large institutions have $237M invested in NexPoint Diversified Real Estate Trust in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

51% more capital invested

Capital invested by funds: $157M → $237M (+$80M)

38% more funds holding

Funds holding: 45 → 62 (+17)

4.77% more ownership

Funds ownership: 42.57% → 47.34% (+4.8%)

Holders
62
Holders Change
+17
Holders Change %
+37.78%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
19
Increased
24
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCMT
Highland Capital Management (Texas)
Texas
+$18.2M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$14.4M
3
Morgan Stanley
Morgan Stanley
New York
+$9.39M
4
Wells Fargo
Wells Fargo
California
+$9.25M
5
UFM
Ursa Fund Management
California
+$6.42M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$7.48M
2
Bessemer Group
Bessemer Group
New Jersey
-$4.4M
3
GC
Guggenheim Capital
Illinois
-$1.47M
4
BFM
Boothbay Fund Management
New York
-$432K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$21.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.11M +$138K +6,015 +14%
GC
27
Guggenheim Capital
Illinois
$1.1M -$1.47M -64,132 -56%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.02M +$198K +8,630 +23%
SI
29
Stephens Inc
Arkansas
$826K +$861K +37,613 New
OC
30
Oppenheimer & Co
New York
$743K +$454K +19,843 +142%
GA
31
Greytown Advisors
Florida
$741K +$205K +8,956 +36%
Bank of America
32
Bank of America
North Carolina
$525K +$360K +15,726 +192%
MIC
33
Meridian Investment Counsel
California
$517K +$339K +14,799 +169%
First Trust Advisors
34
First Trust Advisors
Illinois
$505K +$526K +22,987 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$405K +$141K +6,155 +50%
AG
36
Advisor Group
Arizona
$391K +$89.4K +3,903 +28%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$344K +$111K +4,835 +45%
CF
38
Centaurus Financial
California
$307K +$321K +13,999 New
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$292K – – –
Stifel Financial
40
Stifel Financial
Missouri
$280K +$293K +12,798 New
KA
41
Kovack Advisors
Florida
$275K +$286K +12,508 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$259K +$136K +5,920 +101%
Creative Planning
43
Creative Planning
Kansas
$232K +$242K +10,563 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$231K – – –
FAAS
45
First Allied Advisory Services
California
$227K +$239K +10,419 New
EWM
46
Evercore Wealth Management
New York
$219K – – –
SWM
47
SeaCrest Wealth Management
New York
$166K +$140K +6,102 +424%
QCIG
48
Quad-Cities Investment Group
Iowa
$81K +$85.8K +3,746 New
Citigroup
49
Citigroup
New York
$41K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$33K +$16.4K +718 +90%
1
2
3

NXDT Hedge Fund Activity: Q2 2018 in Review

62 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q2 2018, worth a combined $237M — up 51% from $157M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 2 closed out — a net gain of 17 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was Highland Capital Management (Texas), adding an estimated $18.2M. The largest seller was Raymond James & Associates, cutting an estimated $7.48M.

  • 62 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q2 2018, up from 45 in Q1 2018.
  • Funds reported $237M of NexPoint Diversified Real Estate Trust stock for Q2 2018, up 51% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q2 2018 and 2 closed out, a net change of +17 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q2 2018 was Highland Capital Management (Texas), an estimated $18.2M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q2 2018 was Raymond James & Associates, an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2018.