NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

72 hedge funds and large institutions have $176M invested in NexPoint Diversified Real Estate Trust in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
16
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$14.5M
2
NM
2
Newtyn Management
New York
$3.68M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$21.2M
4
CP
4
Camelot Portfolios
Ohio
$3.51M
5
Barclays
5
Barclays
United Kingdom
$2.89M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$10.7M
2
LCM
2
Landscape Capital Management
New Jersey
$1.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.5M
4
NAM
4
Nexpoint Asset Management
Texas
$19.2M
5
Bank of America
5
Bank of America
North Carolina
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.29M +$1.02M +97,015 +382%
GA
27
Greytown Advisors
Florida
$1.11M – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$919K -$242K -23,001 -21%
HCMT
29
Highland Capital Management (Texas)
Texas
$889K +$889K +84,491 New
SFG
30
Sovereign Financial Group
Connecticut
$838K +$838K +79,689 New
CFIA
31
Cantor Fitzgerald Investment Advisors
New York
$835K +$835K +79,354 New
CWM
32
CCG Wealth Management
California
$753K +$753K +71,621 New
BI
33
Bulldog Investors
New Jersey
$612K +$612K +58,137 New
CCP
34
Clough Capital Partners
Massachusetts
$572K -$1.82M -172,500 -76%
CIA
35
Capital Investment Advisors
Georgia
$474K -$19.9K -1,895 -4%
GC
36
Guggenheim Capital
Illinois
$402K +$219K +20,840 +120%
UR
37
USCA RIA
Texas
$393K +$4.21K +400 +1%
SPIA
38
Steward Partners Investment Advisory
New York
$334K -$386K -36,660 -54%
FFA
39
First Foundation Advisors
California
$317K – – –
RFA
40
Reilly Financial Advisors
California
$316K +$316K +30,000 New
Verition Fund Management
41
Verition Fund Management
Connecticut
$263K +$263K +25,000 New
BAM
42
Belpointe Asset Management
Nevada
$236K -$9.48K -900 -4%
CAN
43
Cetera Advisor Networks
California
$235K -$86.4K -8,200 -27%
GRP
44
Global Retirement Partners
California
$208K +$208K +19,746 New
OMC
45
Old Mission Capital
Illinois
$195K +$195K +18,600 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$157K +$157K +14,879 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$145K -$41.6K -3,961 -22%
LPL Financial
48
LPL Financial
California
$134K -$194K -18,401 -59%
CF
49
Centaurus Financial
California
$120K -$73 -7 -0.1%
HighTower Advisors
50
HighTower Advisors
Illinois
$112K -$119K -11,257 -51%
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