NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

65 hedge funds and large institutions have $191M invested in NexPoint Diversified Real Estate Trust in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-8
Holders Change %
-10.96%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
4
Increased
27
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$20.8M
2
SCM
Stonehill Capital Management
New York
$5.64M
3
Invesco
Invesco
Georgia
$11.7M
4
HF
HRT Financial
New York
$751K
5
SFG
Sovereign Financial Group
Connecticut
$871K

Top Sellers

1
PCM
Penserra Capital Management
California
$6.98M
2
AAM
Advisors Asset Management
Colorado
$744K
3
ARC
Advisor Resource Council
Texas
$0
4
MC
Matisse Capital
Oregon
$9.9M
5
MIG
Mariner Investment Group
New York
$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFIA
26
Cantor Fitzgerald Investment Advisors
New York
$1.02M -$79.9K -5,750 -7%
SFG
27
Sovereign Financial Group
Connecticut
$871K +$414K +29,737 +90%
SCA
28
SMH Capital Advisors
Texas
$819K -$3.9K -280 -0.5%
GC
29
Guggenheim Capital
Illinois
$766K +$114K +8,226 +18%
HF
30
HRT Financial
New York
$751K +$493K +35,500 +191%
AAM
31
Advisors Asset Management
Colorado
$744K -$924K -66,367 -55%
Truist Financial
32
Truist Financial
North Carolina
$648K -$20.1K -1,444 -3%
FFA
33
First Foundation Advisors
California
$572K +$153K +11,000 +37%
CIA
34
Capital Investment Advisors
Georgia
$570K -$35.7K -2,571 -6%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$511K +$511K +36,743 New
SPIA
36
Steward Partners Investment Advisory
New York
$430K +$20.8K +1,500 +5%
CCA
37
Catalyst Capital Advisors
New York
$393K – – –
MIG
38
Mariner Investment Group
New York
$320K -$573K -41,097 -64%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$284K +$21.2K +1,524 +8%
GRP
40
Global Retirement Partners
California
$225K -$50.7K -3,643 -18%
Millennium Management
41
Millennium Management
New York
$223K +$11.2K +805 +5%
RFA
42
Reilly Financial Advisors
California
$209K – – –
HI
43
Harbour Investments
Wisconsin
$173K +$1.6K +115 +0.9%
MC
44
Moors & Cabot
Massachusetts
$168K +$28K +2,000 +20%
HighTower Advisors
45
HighTower Advisors
Illinois
$163K +$249 +18 +0.2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$155K -$175K -12,542 -53%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$146K -$2.99K -216 -2%
UBS Group
48
UBS Group
Switzerland
$116K -$475K -34,094 -80%
IWA
49
IBEX Wealth Advisors
New Jersey
$89K +$89K +6,390 New
Citigroup
50
Citigroup
New York
$58K +$58K +4,137 +137,900%
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