NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

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
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

1
HCMT
Highland Capital Management (Texas)
Texas
$38.9M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$24.4M
3
Morgan Stanley
Morgan Stanley
New York
$28.2M
4
Wells Fargo
Wells Fargo
California
$16M
5
UFM
Ursa Fund Management
California
$6.15M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$2.32M
2
Bessemer Group
Bessemer Group
New Jersey
$1.12M
3
GC
Guggenheim Capital
Illinois
$1.1M
4
BFM
Boothbay Fund Management
New York
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.11M +$132K +6,015 +14%
GC
27
Guggenheim Capital
Illinois
$1.1M -$1.41M -64,132 -56%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.02M +$189K +8,630 +23%
SI
29
Stephens Inc
Arkansas
$826K +$826K +37,613 New
OC
30
Oppenheimer & Co
New York
$743K +$436K +19,843 +142%
GA
31
Greytown Advisors
Florida
$741K +$197K +8,956 +36%
Bank of America
32
Bank of America
North Carolina
$525K +$345K +15,726 +192%
MIC
33
Meridian Investment Counsel
California
$517K +$325K +14,799 +169%
First Trust Advisors
34
First Trust Advisors
Illinois
$505K +$505K +22,987 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$405K +$135K +6,155 +50%
AG
36
Advisor Group
Arizona
$391K +$85.7K +3,903 +28%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$344K +$106K +4,835 +45%
CF
38
Centaurus Financial
California
$307K +$307K +13,999 New
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$292K – – –
Stifel Financial
40
Stifel Financial
Missouri
$280K +$280K +12,798 New
KA
41
Kovack Advisors
Florida
$275K +$275K +12,508 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$259K +$130K +5,920 +101%
Creative Planning
43
Creative Planning
Kansas
$232K +$232K +10,563 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$231K – – –
FAAS
45
First Allied Advisory Services
California
$227K +$227K +10,419 New
EWM
46
Evercore Wealth Management
New York
$219K – – –
SWM
47
SeaCrest Wealth Management
New York
$166K +$134K +6,102 +424%
QCIG
48
Quad-Cities Investment Group
Iowa
$81K +$81K +3,746 New
Citigroup
49
Citigroup
New York
$41K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$33K +$15.7K +718 +90%
1
2
3