NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

97 hedge funds and large institutions have $168M invested in NexPoint Diversified Real Estate Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
10
Increased
43
Reduced
29
Closed
5
Calls
$519K
Puts
$35K
Net Calls
+$484K
Net Calls Change
+$484K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.48M
2
State Street
State Street
Massachusetts
$4.25M
3
Vanguard Group
Vanguard Group
Pennsylvania
$28.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$816K
5
EC
EJF Capital
Virginia
$2.5M

Top Sellers

1
CP
Camelot Portfolios
Ohio
$2.26M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$10.3M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$775K
4
ECM
ExodusPoint Capital Management
New York
$0
5
Man Group
Man Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAA
26
Adams Asset Advisors
Texas
$926K – – –
GA
27
Greytown Advisors
Florida
$903K +$6.52K +747 +0.7%
Osaic Holdings
28
Osaic Holdings
Arizona
$816K +$362K +41,612 +80%
SFG
29
Sovereign Financial Group
Connecticut
$776K +$37K +4,253 +5%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$775K -$502K -57,590 -39%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$743K +$86.4K +9,924 +13%
MFG
32
MidWestOne Financial Group
Iowa
$740K – – –
SCA
33
SMH Capital Advisors
Texas
$495K -$37.5K -4,298 -7%
Asset Management One
34
Asset Management One
Japan
$480K -$157 -18 -0%
AW
35
Atlas Wealth
Ohio
$428K -$179K -20,604 -30%
CAM
36
Concorde Asset Management
Michigan
$401K +$185K +21,200 +85%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$382K +$19.1K +2,188 +5%
FFA
38
First Foundation Advisors
California
$352K -$5.83K -669 -2%
PCM
39
Prelude Capital Management
New York
$320K +$320K +36,715 New
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$303K – – –
CIA
41
Capital Investment Advisors
Georgia
$302K -$6.08K -698 -2%
Nomura Asset Management
42
Nomura Asset Management
Japan
$299K – – –
Wells Fargo
43
Wells Fargo
California
$298K -$103K -11,814 -26%
CSC
44
Caldwell Sutter Capital
California
$274K -$18.6K -2,130 -6%
VWA
45
Visionary Wealth Advisors
Illinois
$267K +$880 +101 +0.3%
CCA
46
Catalyst Capital Advisors
New York
$246K – – –
GC
47
Guggenheim Capital
Illinois
$236K -$64.7K -7,429 -21%
AC
48
Aristides Capital
Kentucky
$220K +$2.5K +287 +1%
CIM
49
Cambria Investment Management
California
$216K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$204K -$3.42K -393 -2%
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