NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

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
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

1
RCM
1
Rivernorth Capital Management
Florida
$13.8M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$17.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
SCM
4
Stonehill Capital Management
New York
$2.01M
5
PCM
5
Penserra Capital Management
California
$18.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.4M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
CWM
4
CCG Wealth Management
California
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.01M +$366K +26,617 +57%
ARC
27
Advisor Resource Council
Texas
$886K +$886K +64,373 New
MIG
28
Mariner Investment Group
New York
$882K +$12.1K +879 +1%
SCA
29
SMH Capital Advisors
Texas
$814K +$198K +14,379 +32%
Truist Financial
30
Truist Financial
North Carolina
$660K +$660K +47,997 New
GC
31
Guggenheim Capital
Illinois
$644K +$114K +8,302 +22%
CIA
32
Capital Investment Advisors
Georgia
$600K -$10.3K -751 -2%
UBS Group
33
UBS Group
Switzerland
$583K +$221K +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 +$73K +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 +$325K +23,653 New
Jane Street
40
Jane Street
New York
$322K +$322K +23,434 New
GRP
41
Global Retirement Partners
California
$273K +$413 +30 +0.2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$260K -$14.4K -1,043 -5%
HF
43
HRT Financial
New York
$255K +$255K +18,556 New
Millennium Management
44
Millennium Management
New York
$209K +$209K +15,215 New
RFA
45
Reilly Financial Advisors
California
$206K – – –
HI
46
Harbour Investments
Wisconsin
$169K +$20.2K +1,473 +14%
HighTower Advisors
47
HighTower Advisors
Illinois
$162K +$386 +28 +0.2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$148K -$4.46K -325 -3%
CF
49
Centaurus Financial
California
$143K -$15.4K -1,125 -10%
MC
50
Moors & Cabot
Massachusetts
$138K +$138K +10,000 New
1
2
3 4