NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

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.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.38%
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

1
LCM
1
Landscape Capital Management
New Jersey
$5.94M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.2M
3
Invesco
3
Invesco
Georgia
$9.41M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.12M
5
CP
5
Camelot Portfolios
Ohio
$391K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
RCM
2
Rivernorth Capital Management
Florida
$13M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$15.2M
4
NAM
4
Nexpoint Asset Management
Texas
$18.1M
5
Bank of America
5
Bank of America
North Carolina
$6.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$593K +$39.6K +4,566 +7%
CIA
27
Capital Investment Advisors
Georgia
$407K +$8.88K +1,025 +2%
CP
28
Camelot Portfolios
Ohio
$391K +$391K +45,191 New
UR
29
USCA RIA
Texas
$320K +$18.2K +2,100 +6%
AC
30
Athanor Capital
New York
$300K +$300K +34,699 New
PGWM
31
Parisi Gray Wealth Management
New Jersey
$277K – – –
LPL Financial
32
LPL Financial
California
$269K +$36.4K +4,207 +16%
CAN
33
Cetera Advisor Networks
California
$264K -$119K -13,700 -31%
BlackRock
34
BlackRock
New York
$263K – – –
FFA
35
First Foundation Advisors
California
$261K +$261K +30,131 New
LSC
36
Lyon Street Capital
California
$230K +$230K +26,550 New
CA
37
Claro Advisors
Massachusetts
$222K -$144K -16,541 -39%
UBS Group
38
UBS Group
Switzerland
$219K +$81.5K +9,444 +59%
BAM
39
Belpointe Asset Management
Nevada
$202K -$24.8K -2,860 -11%
HighTower Advisors
40
HighTower Advisors
Illinois
$189K +$21.5K +2,483 +13%
KPWG
41
KFA Private Wealth Group
Virginia
$167K +$1.05K +121 +0.6%
Jane Street
42
Jane Street
New York
$160K +$37.2K +4,294 +30%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$153K -$197K -22,885 -56%
GC
44
Guggenheim Capital
Illinois
$150K -$33.9K -3,917 -18%
Goldman Sachs
45
Goldman Sachs
New York
$126K -$501K -57,855 -80%
AAS
46
Avantax Advisory Services
Texas
$110K +$110K +12,560 New
AWM
47
Adams Wealth Management
Utah
$103K -$86.7K -10,010 -46%
IAN
48
Integrated Advisors Network
Texas
$103K – – –
CF
49
Centaurus Financial
California
$99K +$4.11K +476 +4%
HCM
50
Hollencrest Capital Management
California
$98K -$28.6K -3,310 -23%
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