NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

58 hedge funds and large institutions have $229M invested in NexPoint Diversified Real Estate Trust in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
8
Increased
17
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCMT
Highland Capital Management (Texas)
Texas
$60.8M
2
Invesco
Invesco
Georgia
$9.23M
3
Bank of America
Bank of America
North Carolina
$2.1M
4
UFM
Ursa Fund Management
California
$5.31M
5
AAM
Advisors Asset Management
Colorado
$7.16M

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
COLIM
City of London Investment Management
United Kingdom
$2.87M
3
UBS Group
UBS Group
Switzerland
$17.7M
4
RCM
Rivernorth Capital Management
Florida
$14.8M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$682K -$24.4K -1,225 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$633K +$199K +10,016 +46%
GC
28
Guggenheim Capital
Illinois
$607K -$368K -18,460 -38%
First Trust Advisors
29
First Trust Advisors
Illinois
$576K -$25.9K -1,301 -4%
Stifel Financial
30
Stifel Financial
Missouri
$566K +$190K +9,548 +51%
OC
31
Oppenheimer & Co
New York
$532K -$2.51K -126 -0.5%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$440K -$66.2K -3,326 -13%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$391K +$41.9K +2,100 +12%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$378K +$378K +18,967 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$314K -$8.71K -437 -3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$294K +$294K +14,744 New
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$273K – – –
MIC
38
Meridian Investment Counsel
California
$228K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$204K +$204K +10,253 New
SWM
40
SeaCrest Wealth Management
New York
$201K +$16.6K +833 +9%
BAM
41
Belpointe Asset Management
Nevada
$177K +$17.7K +885 +11%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$92K -$54.6K -2,729 -37%
LC
43
Lindbrook Capital
California
$85K +$85K +4,300 New
QCIG
44
Quad-Cities Investment Group
Iowa
$78K +$1.89K +95 +2%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$21K – – –
AIC
46
Ameritas Investment Company
Nebraska
$21K +$21K +1,075 New
US Bancorp
47
US Bancorp
Minnesota
$17K – – –
Citigroup
48
Citigroup
New York
$16K -$21K -1,056 -57%
APA
49
American Portfolios Advisors
New York
$8.47K +$8.47K +425 New
IA
50
IFP Advisors
Florida
$7K – – –
1
2
3