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NXDT

NexPoint Diversified Real Estate Trust
NXDT

73 hedge funds and large institutions have $186M invested in NexPoint Diversified Real Estate Trust in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $146M → $186M (+$40.2M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 66 → 73 (+7)

8.56% more ownership

Funds ownership: 27.75% → 36.31% (+8.6%)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
25
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.55M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.09M
3
Morgan Stanley
Morgan Stanley
New York
+$2.33M
4
SCM
Stonehill Capital Management
New York
+$1.85M
5
PCM
Penserra Capital Management
California
+$795K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.1M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$854K
3
CCP
Clough Capital Partners
Massachusetts
-$619K
4
CWM
CCG Wealth Management
California
-$461K
5
KPWS
Kestra Private Wealth Services
Texas
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1M +$337K +26,617 +57%
ARC
27
Advisor Resource Council
Texas
$886K +$815K +64,373 New
MIG
28
Mariner Investment Group
New York
$882K +$11.1K +879 +1%
SCA
29
SMH Capital Advisors
Texas
$814K +$182K +14,379 +32%
Truist Financial
30
Truist Financial
North Carolina
$660K +$608K +47,997 New
GC
31
Guggenheim Capital
Illinois
$644K +$105K +8,302 +22%
CIA
32
Capital Investment Advisors
Georgia
$600K -$9.51K -751 -2%
UBS Group
33
UBS Group
Switzerland
$583K +$203K +16,067 +61%
UR
34
USCA RIA
Texas
$514K – – –
FFA
35
First Foundation Advisors
California
$415K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$405K +$67.2K +5,309 +22%
CCA
37
Catalyst Capital Advisors
New York
$388K – – –
SFG
38
Sovereign Financial Group
Connecticut
$375K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$325K +$299K +23,653 New
Jane Street
40
Jane Street
New York
$322K +$297K +23,434 New
GRP
41
Global Retirement Partners
California
$273K +$380 +30 +0.2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$260K -$13.2K -1,043 -5%
HF
43
HRT Financial
New York
$255K +$235K +18,556 New
Millennium Management
44
Millennium Management
New York
$209K +$193K +15,215 New
RFA
45
Reilly Financial Advisors
California
$206K – – –
HI
46
Harbour Investments
Wisconsin
$169K +$18.6K +1,473 +14%
HighTower Advisors
47
HighTower Advisors
Illinois
$162K +$354 +28 +0.2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$148K -$4.12K -325 -3%
CF
49
Centaurus Financial
California
$143K -$14.2K -1,125 -10%
MC
50
Moors & Cabot
Massachusetts
$138K +$127K +10,000 New
1
2
3 4

NXDT Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q2 2021, worth a combined $186M — up 28% from $146M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 9 closed out — a net gain of 7 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.55M. The largest seller was Invesco, cutting an estimated $3.1M.

  • 73 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $186M of NexPoint Diversified Real Estate Trust stock for Q2 2021, up 28% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q2 2021 and 9 closed out, a net change of +7 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q2 2021 was Rivernorth Capital Management, an estimated $3.55M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q2 2021 was Invesco, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2021.