NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

67 hedge funds and large institutions have $209M invested in NexPoint Diversified Real Estate Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
11
Increased
21
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MP
1
Mangrove Partners
Connecticut
$13.2M
2
FSCM
2
First Sabrepoint Capital Management
Texas
$4.87M
3
WS
3
Wedbush Securities
California
$8.56M
4
BI
4
Bulldog Investors
New Jersey
$3.66M
5
PM
5
Precept Management
Texas
$2.47M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$25.2M
3
AC
3
Almitas Capital
California
$0
4
Bank of America
4
Bank of America
North Carolina
$4.97M
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.44M -$365K -22,111 -20%
SFG
27
Sovereign Financial Group
Connecticut
$1.26M +$64.7K +3,925 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.23M -$2.67K -162 -0.2%
MIG
29
Mariner Investment Group
New York
$1.17M +$290K +17,557 +33%
ARC
30
Advisor Resource Council
Texas
$1.07M +$1.07M +64,921 New
SCA
31
SMH Capital Advisors
Texas
$1.03M +$61.5K +3,730 +6%
Wells Fargo
32
Wells Fargo
California
$1.03M -$212K -12,845 -17%
Verition Fund Management
33
Verition Fund Management
Connecticut
$825K +$825K +50,000 New
Osaic Holdings
34
Osaic Holdings
Arizona
$715K -$997K -60,458 -58%
FFA
35
First Foundation Advisors
California
$678K – – –
RGF
36
Retirement Guys Formula
Ohio
$674K -$77K -4,667 -10%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$658K +$544K +33,018 +477%
CIA
38
Capital Investment Advisors
Georgia
$614K -$25.6K -1,554 -4%
PCM
39
Prelude Capital Management
New York
$539K +$539K +32,700 New
VWA
40
Visionary Wealth Advisors
Illinois
$467K +$295K +17,850 +171%
CCA
41
Catalyst Capital Advisors
New York
$465K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$449K +$128K +7,750 +40%
AC
43
Aristides Capital
Kentucky
$411K +$198K +12,000 +93%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$353K -$42.3K -2,570 -11%
LPL Financial
45
LPL Financial
California
$310K +$8.52K +517 +3%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$300K +$300K +18,194 New
CAM
47
Concorde Asset Management
Michigan
$276K +$61K +3,700 +28%
Truist Financial
48
Truist Financial
North Carolina
$256K -$113K -6,841 -31%
GRP
49
Global Retirement Partners
California
$256K +$198 +12 +0.1%
MC
50
Moors & Cabot
Massachusetts
$198K – – –
1
2
3