NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

60 hedge funds and large institutions have $300M invested in NexPoint Diversified Real Estate Trust in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
9
Increased
25
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Landscape Capital Management
New Jersey
$5.71M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.7M
3
FAAS
3
First Allied Advisory Services
California
$4.9M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.43M
5
SS
5
Sunbelt Securities
Texas
$839K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
UBS Group
2
UBS Group
Switzerland
$16M
3
UFM
3
Ursa Fund Management
California
$8.97M
4
Invesco
4
Invesco
Georgia
$13.6M
5
COLIM
5
City of London Investment Management
United Kingdom
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$947K -$56.2K -3,135 -6%
SS
27
Sunbelt Securities
Texas
$839K +$839K +46,797 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$662K +$132K +7,335 +25%
BFM
29
Boothbay Fund Management
New York
$601K +$98.7K +5,500 +20%
AG
30
Advisor Group
Arizona
$564K -$223K -12,413 -28%
ICM
31
Ionic Capital Management
New York
$468K +$468K +26,119 New
BAM
32
Belpointe Asset Management
Nevada
$451K +$98.7K +5,505 +28%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$450K +$9.23K +515 +2%
GC
34
Guggenheim Capital
Illinois
$436K -$29.8K -1,663 -6%
SWM
35
SeaCrest Wealth Management
New York
$417K +$53K +2,958 +15%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$407K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$393K +$49.1K +2,741 +14%
PGWM
38
Parisi Gray Wealth Management
New Jersey
$384K +$61K +3,400 +19%
CF
39
Centaurus Financial
California
$336K +$46.3K +2,583 +16%
Stifel Financial
40
Stifel Financial
Missouri
$286K -$74.8K -4,205 -21%
WS
41
Wedbush Securities
California
$260K +$260K +14,522 New
RTS
42
Round Table Services
New Jersey
$237K +$237K +13,233 New
First Trust Advisors
43
First Trust Advisors
Illinois
$210K +$210K +11,685 New
PAIM
44
Punch & Associates Investment Management
Minnesota
$199K +$199K +11,080 New
SPIA
45
Steward Partners Investment Advisory
New York
$195K +$6.04K +338 +3%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$128K -$9.9K -551 -7%
FIA
47
FNY Investment Advisers
New York
$86K +$62.4K +3,482 +264%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$19K – – –
AIC
49
Ameritas Investment Company
Nebraska
$19K +$19K +1,075 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$18K -$277K -15,245 -94%
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