NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

66 hedge funds and large institutions have $146M invested in NexPoint Diversified Real Estate Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
21
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$14.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.6M
3
CP
3
Camelot Portfolios
Ohio
$5.52M
4
LPL Financial
4
LPL Financial
California
$972K
5
MIG
5
Mariner Investment Group
New York
$720K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$11.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$3.45M
3
MC
3
Matisse Capital
Oregon
$8.62M
4
RCM
4
Rivernorth Capital Management
Florida
$8.2M
5
RJA
5
Raymond James & Associates
Florida
$528K
Name Market Value Shares Shares
Change 		Shares
Change %
MIG
26
Mariner Investment Group
New York
$720K 63,189 +63,189 New
CCP
27
Clough Capital Partners
Massachusetts
$619K 54,358 – –
RJA
28
Raymond James & Associates
Florida
$528K 46,397 -490,721 -91%
SCA
29
SMH Capital Advisors
Texas
$510K 44,760 +44,760 New
CIA
30
Capital Investment Advisors
Georgia
$505K 44,331 -761 -2%
CWM
31
CCG Wealth Management
California
$461K 40,478 -31,143 -43%
GC
32
Guggenheim Capital
Illinois
$439K 38,510 +326 +0.9%
UR
33
USCA RIA
Texas
$425K 37,319 – –
SFG
34
Sovereign Financial Group
Connecticut
$375K 32,881 -46,808 -59%
FFA
35
First Foundation Advisors
California
$343K 30,131 – –
CCA
36
Catalyst Capital Advisors
New York
$321K 28,217 +28,217 New
UBS Group
37
UBS Group
Switzerland
$301K 26,359 -96,028 -78%
SPIA
38
Steward Partners Investment Advisory
New York
$275K 24,128 -7,634 -24%
Citadel Advisors
39
Citadel Advisors
Florida
$238K 20,875 +20,875 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$227K 19,928 +5,049 +34%
GRP
41
Global Retirement Partners
California
$225K 19,780 +34 +0.2%
BAM
42
Belpointe Asset Management
Nevada
$198K 17,420 -4,975 -22%
RFA
43
Reilly Financial Advisors
California
$171K 15,000 -15,000 -50%
HighTower Advisors
44
HighTower Advisors
Illinois
$133K 11,738 +1,121 +11%
CF
45
Centaurus Financial
California
$132K 11,553 +104 +0.9%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$126K 11,105 -2,690 -19%
HI
47
Harbour Investments
Wisconsin
$123K 10,833 +10,833 New
FIA
48
FNY Investment Advisers
New York
$81K 7,135 +2,825 +66%
NFG
49
Next Financial Group
Texas
$20K 1,746 +171 +11%
NFSG
50
Newbridge Financial Services Group
Florida
$16K 1,400 +125 +10%
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