NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

51 hedge funds and large institutions have $235M invested in NexPoint Diversified Real Estate Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-7
Holders Change %
-12.07%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
3
Increased
25
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCMT
Highland Capital Management (Texas)
Texas
+$9.3M
2
Morgan Stanley
Morgan Stanley
New York
+$2.85M
3
AAM
Advisors Asset Management
Colorado
+$1.68M
4
Invesco
Invesco
Georgia
+$1.02M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$956K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$13.8M
2
UFM
Ursa Fund Management
California
-$5.31M
3
Bank of America
Bank of America
North Carolina
-$1.77M
4
CCP
Clough Capital Partners
Massachusetts
-$1.31M
5
LCM
Landscape Capital Management
New Jersey
-$975K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$541K -$76.5K -3,519 -12%
Bank of America
27
Bank of America
North Carolina
$533K -$1.77M -81,079 -77%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$467K +$53.8K +2,467 +13%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$442K -$250K -11,475 -36%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$400K -$81.2K -3,732 -17%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$298K – – –
BAM
32
Belpointe Asset Management
Nevada
$296K +$102K +4,700 +53%
PGWM
33
Parisi Gray Wealth Management
New Jersey
$250K +$250K +11,500 New
SWM
34
SeaCrest Wealth Management
New York
$244K +$24.5K +1,126 +11%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$239K +$239K +11,000 New
LC
36
Lindbrook Capital
California
$213K +$120K +5,500 +128%
MIC
37
Meridian Investment Counsel
California
$209K -$39.1K -1,800 -16%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$205K +$205K +9,409 New
QCIG
39
Quad-Cities Investment Group
Iowa
$87K +$2.18K +101 +3%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$66K -$33.8K -1,557 -34%
Citigroup
41
Citigroup
New York
$56K +$38.6K +1,777 +221%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$23K – – –
CF
43
Centaurus Financial
California
$10.6K +$964 +21 +10%
APA
44
American Portfolios Advisors
New York
$9.25K – – –
SIS
45
Sound Income Strategies
Florida
$5K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$5K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4K – – –
GWM
48
Geneos Wealth Management
Colorado
$1K – – –
UFM
49
Ursa Fund Management
California
– -$5.31M -266,496 Closed
CCP
50
Clough Capital Partners
Massachusetts
– -$1.31M -65,500 Closed
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