NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

106 hedge funds and large institutions have $180M invested in NexPoint Diversified Real Estate Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
56
Reduced
28
Closed
9
Calls
$82K
Puts
$7K
Net Calls
+$75K
Net Calls Change
-$409K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.6M
2
NAM
2
Nexpoint Asset Management
Texas
$23.3M
3
BlackRock
3
BlackRock
New York
$18.4M
4
MC
4
Matisse Capital
Oregon
$2.08M
5
CP
5
Camelot Portfolios
Ohio
$2.93M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$812K
2
Bank of America
2
Bank of America
North Carolina
$569K
3
AW
3
Atlas Wealth
Ohio
$0
4
CL
4
CSS LLC
Illinois
$803K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$9.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$748K +$41.5K +5,221 +6%
RJA
27
Raymond James & Associates
Florida
$743K -$136K -17,088 -15%
MFG
28
MidWestOne Financial Group
Iowa
$676K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$664K -$14K -1,764 -2%
CAM
30
Concorde Asset Management
Michigan
$619K +$253K +31,808 +69%
BB
31
Burford Brothers
Texas
$590K +$590K +74,238 New
Bank of America
32
Bank of America
North Carolina
$569K -$781K -98,185 -58%
SFG
33
Sovereign Financial Group
Connecticut
$562K -$146K -18,334 -21%
Osaic Holdings
34
Osaic Holdings
Arizona
$456K -$288K -36,275 -39%
SCA
35
SMH Capital Advisors
Texas
$455K +$3.91K +492 +0.9%
Asset Management One
36
Asset Management One
Japan
$447K +$996 +123 +0.2%
ARC
37
Advisor Resource Council
Texas
$429K +$429K +53,928 New
Citadel Advisors
38
Citadel Advisors
Florida
$359K +$359K +45,112 New
Barclays
39
Barclays
United Kingdom
$355K +$312K +39,225 +724%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$349K +$477 +60 +0.1%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$345K +$159K +20,016 +86%
UBS Group
42
UBS Group
Switzerland
$344K +$191K +23,996 +125%
Jane Street
43
Jane Street
New York
$328K +$328K +41,312 New
FFA
44
First Foundation Advisors
California
$326K +$4.25K +534 +1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$280K +$3.18K +400 +1%
CIA
46
Capital Investment Advisors
Georgia
$276K +$564 +71 +0.2%
Nomura Asset Management
47
Nomura Asset Management
Japan
$276K +$3.14K +395 +1%
CSC
48
Caldwell Sutter Capital
California
$254K +$3.31K +416 +1%
VWA
49
Visionary Wealth Advisors
Illinois
$252K +$8.04K +1,011 +3%
CCA
50
Catalyst Capital Advisors
New York
$227K +$2.59K +326 +1%
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