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NXDT

NexPoint Diversified Real Estate Trust
NXDT

68 hedge funds and large institutions have $150M invested in NexPoint Diversified Real Estate Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

5% more funds holding

Funds holding: 65 → 68 (+3)

0.72% more ownership

Funds ownership: 37% → 37.72% (+0.72%)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

15% less capital invested

Capital invested by funds: $176M → $150M (-$26.2M)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
14
Increased
20
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
+$3.1M
2
Morgan Stanley
Morgan Stanley
New York
+$1.48M
3
Invesco
Invesco
Georgia
+$603K
4
Osaic Holdings
Osaic Holdings
Arizona
+$567K
5
CP
Camelot Portfolios
Ohio
+$433K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$6.75M
2
RCM
Rivernorth Capital Management
Florida
-$5.45M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.67M
4
NAM
Nexpoint Asset Management
Texas
-$1.01M
5
Bank of America
Bank of America
North Carolina
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$593K +$43.8K +4,566 +7%
CIA
27
Capital Investment Advisors
Georgia
$407K +$9.83K +1,025 +2%
CP
28
Camelot Portfolios
Ohio
$391K +$433K +45,191 New
UR
29
USCA RIA
Texas
$320K +$20.1K +2,100 +6%
AC
30
Athanor Capital
New York
$300K +$333K +34,699 New
PGWM
31
Parisi Gray Wealth Management
New Jersey
$277K – – –
LPL Financial
32
LPL Financial
California
$269K +$40.3K +4,207 +16%
CAN
33
Cetera Advisor Networks
California
$264K -$131K -13,700 -31%
BlackRock
34
BlackRock
New York
$263K – – –
FFA
35
First Foundation Advisors
California
$261K +$289K +30,131 New
LSC
36
Lyon Street Capital
California
$230K +$255K +26,550 New
CA
37
Claro Advisors
Massachusetts
$222K -$159K -16,541 -39%
UBS Group
38
UBS Group
Switzerland
$219K +$90.5K +9,444 +59%
BAM
39
Belpointe Asset Management
Nevada
$202K -$27.4K -2,860 -11%
HighTower Advisors
40
HighTower Advisors
Illinois
$189K +$23.8K +2,483 +13%
KPWG
41
KFA Private Wealth Group
Virginia
$167K +$1.16K +121 +0.6%
Jane Street
42
Jane Street
New York
$160K +$41.2K +4,294 +30%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$153K -$219K -22,885 -56%
GC
44
Guggenheim Capital
Illinois
$150K -$37.6K -3,917 -18%
Goldman Sachs
45
Goldman Sachs
New York
$126K -$555K -57,855 -80%
AAS
46
Avantax Advisory Services
Texas
$110K +$120K +12,560 New
AWM
47
Adams Wealth Management
Utah
$103K -$96K -10,010 -46%
IAN
48
Integrated Advisors Network
Texas
$103K – – –
CF
49
Centaurus Financial
California
$99K +$4.56K +476 +4%
HCM
50
Hollencrest Capital Management
California
$98K -$31.7K -3,310 -23%
1
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NXDT Hedge Fund Activity: Q3 2020 in Review

68 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q3 2020, worth a combined $150M — down 15% from $176M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NXDT positions and 11 closed out — a net gain of 3 holders — while 20 added to existing stakes and 23 trimmed.

The largest buyer was Landscape Capital Management, adding an estimated $3.1M. The largest seller was City of London Investment Management, exiting entirely with an estimated $6.75M sold.

  • 68 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q3 2020, up from 65 in Q2 2020.
  • Funds reported $150M of NexPoint Diversified Real Estate Trust stock for Q3 2020, down 15% quarter-over-quarter.
  • 14 funds opened new NexPoint Diversified Real Estate Trust positions in Q3 2020 and 11 closed out, a net change of +3 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q3 2020 was Landscape Capital Management, an estimated $3.1M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q3 2020 was City of London Investment Management, an estimated $6.75M sold.

Based on aggregated 13F filings for Q3 2020.