NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

59 hedge funds and large institutions have $257M invested in NexPoint Diversified Real Estate Trust in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
4
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$7.2M
2
HCMT
Highland Capital Management (Texas)
Texas
+$2.67M
3
Morgan Stanley
Morgan Stanley
New York
+$1.95M
4
AAM
Advisors Asset Management
Colorado
+$1.9M
5
UBS Group
UBS Group
Switzerland
+$1.15M

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$6.6M
2
RCM
Rivernorth Capital Management
Florida
-$3.89M
3
LCM
Laurion Capital Management
New York
-$2.89M
4
COLIM
City of London Investment Management
United Kingdom
-$2.65M
5
UFM
Ursa Fund Management
California
-$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$794K +$395K +17,652 +99%
First Trust Advisors
27
First Trust Advisors
Illinois
$676K +$161K +7,203 +31%
CCP
28
Clough Capital Partners
Massachusetts
$603K -$585K -26,100 -49%
OC
29
Oppenheimer & Co
New York
$601K -$157K -7,015 -21%
Bank of America
30
Bank of America
North Carolina
$588K +$52K +2,321 +10%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$570K -$741K -33,074 -57%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$487K +$136K +6,074 +39%
Stifel Financial
33
Stifel Financial
Missouri
$422K +$136K +6,053 +47%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$392K -$20.8K -928 -5%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$363K +$137K +6,116 +61%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$306K +$8.39K +375 +3%
MIC
37
Meridian Investment Counsel
California
$256K -$272K -12,118 -51%
Creative Planning
38
Creative Planning
Kansas
$233K -$3.27K -146 -1%
LPL Financial
39
LPL Financial
California
$213K +$213K +9,500 New
SWM
40
SeaCrest Wealth Management
New York
$207K +$38.3K +1,711 +23%
BAM
41
Belpointe Asset Management
Nevada
$179K +$179K +7,990 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$164K -$99.7K -4,454 -38%
QCIG
43
Quad-Cities Investment Group
Iowa
$85K +$1.99K +90 +2%
Citigroup
44
Citigroup
New York
$42K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$27K -$7.39K -325 -21%
GWM
46
Geneos Wealth Management
Colorado
$25K +$23.6K +1,066 +1,719%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$24K – – –
US Bancorp
48
US Bancorp
Minnesota
$19K – – –
MSA
49
Marino Stram & Associates
Massachusetts
$17K – – –
IA
50
IFP Advisors
Florida
$8K +$552 +24 +7%
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