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NXDT

NexPoint Diversified Real Estate Trust
NXDT

65 hedge funds and large institutions have $176M invested in NexPoint Diversified Real Estate Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $145M → $176M (+$30.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

2% less funds holding

Funds holding: 66 → 65 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

16.94% less ownership

Funds ownership: 53.94% → 37% (-17%)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
21
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$8.11M
2
RJA
Raymond James & Associates
Florida
+$2.54M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.3M
4
Bank of America
Bank of America
North Carolina
+$1.24M
5
CCP
Clough Capital Partners
Massachusetts
+$921K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$4.66M
2
Invesco
Invesco
Georgia
-$4.35M
3
NAM
Nexpoint Asset Management
Texas
-$3.96M
4
Morgan Stanley
Morgan Stanley
New York
-$2.87M
5
LCM
Landscape Capital Management
New Jersey
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$743K +$101K +10,175 +17%
SPIA
27
Steward Partners Investment Advisory
New York
$672K +$134K +13,550 +27%
Stifel Financial
28
Stifel Financial
Missouri
$520K +$21.6K +2,177 +5%
CIA
29
Capital Investment Advisors
Georgia
$484K +$456K +45,962 New
CAN
30
Cetera Advisor Networks
California
$465K -$31.1K -3,133 -7%
HF
31
HRT Financial
New York
$456K +$430K +43,347 New
CA
32
Claro Advisors
Massachusetts
$443K +$222K +22,403 +114%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$427K +$40.9K +4,122 +11%
UR
34
USCA RIA
Texas
$366K +$117K +11,827 +51%
PGWM
35
Parisi Gray Wealth Management
New Jersey
$337K +$99.2K +10,000 +45%
BlackRock
36
BlackRock
New York
$320K – – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$308K +$291K +29,300 New
LPL Financial
38
LPL Financial
California
$283K -$199K -20,074 -43%
BAM
39
Belpointe Asset Management
Nevada
$275K – – –
AWM
40
Adams Wealth Management
Utah
$230K +$47K +4,741 +28%
GC
41
Guggenheim Capital
Illinois
$224K -$16.9K -1,702 -7%
Millennium Management
42
Millennium Management
New York
$224K +$212K +21,328 New
WS
43
Wedbush Securities
California
$219K +$793 +80 +0.4%
HighTower Advisors
44
HighTower Advisors
Illinois
$204K +$192K +19,391 New
KPWG
45
KFA Private Wealth Group
Virginia
$202K -$238K -23,975 -56%
Citigroup
46
Citigroup
New York
$194K +$175K +17,657 +2,199%
UBS Group
47
UBS Group
Switzerland
$168K +$10.5K +1,057 +7%
HCM
48
Hollencrest Capital Management
California
$154K -$11.6K -1,170 -7%
Jane Street
49
Jane Street
New York
$149K -$9.74K -982 -6%
IAN
50
Integrated Advisors Network
Texas
$126K – – –
1
2
3

NXDT Hedge Fund Activity: Q2 2020 in Review

65 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q2 2020, worth a combined $176M — up 21% from $145M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NXDT and 9 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 21 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.11M. The largest seller was City of London Investment Management, cutting an estimated $4.66M.

  • 65 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q2 2020, down from 66 in Q1 2020.
  • Funds reported $176M of NexPoint Diversified Real Estate Trust stock for Q2 2020, up 21% quarter-over-quarter.
  • 9 funds opened new NexPoint Diversified Real Estate Trust positions in Q2 2020 and 10 closed out, a net change of -1 holder.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q2 2020 was Rivernorth Capital Management, an estimated $8.11M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q2 2020 was City of London Investment Management, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2020.