NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

60 hedge funds and large institutions have $323M invested in NexPoint Diversified Real Estate Trust in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
30
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$20.2M
2
UFM
2
Ursa Fund Management
California
$17M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$26.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.3M
5
CS
5
Credit Suisse
Switzerland
$9.55M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.85M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
OC
4
Oppenheimer & Co
New York
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$559K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.14M +$238K +12,569 +26%
CAN
27
Cetera Advisor Networks
California
$1.06M +$194K +10,273 +23%
AG
28
Advisor Group
Arizona
$830K +$152K +8,054 +22%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$559K -$569K -30,078 -50%
BFM
30
Boothbay Fund Management
New York
$530K +$530K +28,000 New
GC
31
Guggenheim Capital
Illinois
$492K -$45.2K -2,386 -8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$466K +$60.1K +3,172 +15%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$429K +$170K +9,000 +66%
Stifel Financial
34
Stifel Financial
Missouri
$384K -$87.3K -4,607 -19%
SWM
35
SeaCrest Wealth Management
New York
$384K +$172K +9,092 +81%
BAM
36
Belpointe Asset Management
Nevada
$372K +$115K +6,065 +45%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$362K -$21.3K -1,126 -6%
PGWM
38
Parisi Gray Wealth Management
New Jersey
$341K +$123K +6,500 +57%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$307K +$129K +6,827 +73%
TRCT
40
Tower Research Capital (TRC)
New York
$307K +$307K +16,201 New
CF
41
Centaurus Financial
California
$306K +$302K +15,937 +6,929%
MIC
42
Meridian Investment Counsel
California
$288K +$106K +5,602 +58%
LPL Financial
43
LPL Financial
California
$279K +$279K +14,727 New
SPIA
44
Steward Partners Investment Advisory
New York
$200K +$200K +10,574 New
BFA
45
Bragg Financial Advisors
North Carolina
$198K +$198K +10,470 New
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$145K +$87.5K +4,631 +152%
QCIG
47
Quad-Cities Investment Group
Iowa
$81K +$3.99K +209 +5%
IWA
48
IBEX Wealth Advisors
New Jersey
$60K +$60K +3,195 New
FIA
49
FNY Investment Advisers
New York
$24K +$24K +1,318 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$20K – – –
1
2
3