NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

97 hedge funds and large institutions have $136M invested in NexPoint Diversified Real Estate Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 17 closing their positions.

Holders
97
Holders Change
-9
Holders Change %
-8.49%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
62
Reduced
24
Closed
17
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$47K

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$9.35M
2
MC
2
Matisse Capital
Oregon
$2.71M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.6M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.79M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.7M
2
CP
2
Camelot Portfolios
Ohio
$1.71M
3
ARC
3
Advisor Resource Council
Texas
$0
4
BlackRock
4
BlackRock
New York
$14.9M
5
EC
5
EJF Capital
Virginia
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$591K 89,540 -12,601 -12%
MFG
27
MidWestOne Financial Group
Iowa
$561K 85,000 – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$534K 80,782 -2,797 -3%
CAM
29
Concorde Asset Management
Michigan
$519K 78,622 +764 +1%
GA
30
Greytown Advisors
Florida
$515K 78,046 -22,559 -22%
BB
31
Burford Brothers
Texas
$499K 75,665 +1,427 +2%
SCA
32
SMH Capital Advisors
Texas
$398K 60,316 +3,038 +5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$395K 59,849 +16,427 +38%
Osaic Holdings
34
Osaic Holdings
Arizona
$392K 59,353 +1,948 +3%
Asset Management One
35
Asset Management One
Japan
$375K 56,827 +1,588 +3%
UBS Group
36
UBS Group
Switzerland
$332K 50,377 +7,115 +16%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$302K 45,784 +1,866 +4%
Invesco
38
Invesco
Georgia
$283K 42,941 +28,277 +193%
FFA
39
First Foundation Advisors
California
$275K 41,722 +726 +2%
Goldman Sachs
40
Goldman Sachs
New York
$233K 35,371 +18,618 +111%
Nomura Asset Management
41
Nomura Asset Management
Japan
$232K 35,152 +457 +1%
CIA
42
Capital Investment Advisors
Georgia
$229K 34,688 -45 -0.1%
VWA
43
Visionary Wealth Advisors
Illinois
$223K 33,770 +2,133 +7%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$219K 33,256 -1,950 -6%
SFG
45
Sovereign Financial Group
Connecticut
$212K 32,149 -38,601 -55%
CSC
46
Caldwell Sutter Capital
California
$207K 31,421 -504 -2%
CCA
47
Catalyst Capital Advisors
New York
$191K 28,919 +376 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$182K 27,624 +7,254 +36%
Barclays
49
Barclays
United Kingdom
$164K 24,924 -19,718 -44%
Bank of America
50
Bank of America
North Carolina
$157K 23,736 -47,812 -67%
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