We are live on ! Find out more
NXDT

NexPoint Diversified Real Estate Trust

120 hedge funds and large institutions have $135M invested in NexPoint Diversified Real Estate Trust in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $117M → $135M (+$18.3M)

5% more funds holding

Funds holding: 114120 (+6)

0.03% less ownership

Funds ownership: 53.14%53.12% (-0.03%)

44% less call options, than puts

Call options by funds: $29K | Put options by funds: $52K

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
74
Reduced
23
Closed
12
Calls
$29K
Puts
$52K
Net Calls
-$23K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
26
Legacy Wealth Management (Idaho)
Idaho
$574K +$588K +99,072 New
MFG
27
MidWestOne Financial Group
Iowa
$531K
BPAMU
28
BTG Pactual Asset Management US
New York
$484K +$460K +77,503 New
Millennium Management
29
Millennium Management
New York
$475K +$132K +22,218 +41%
JP Morgan Chase
30
JP Morgan Chase
New York
$418K +$225K +37,891 +131%
SCA
31
SMH Capital Advisors
Texas
$366K -$10.1K -1,699 -3%
Asset Management One
32
Asset Management One
Japan
$364K +$890 +150 +0.3%
FFA
33
First Foundation Advisors
California
$320K +$5.03K +848 +2%
Nomura Asset Management
34
Nomura Asset Management
Japan
$298K +$70.8K +11,934 +33%
Barclays
35
Barclays
United Kingdom
$282K +$188K +31,731 +238%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$259K -$28.4K -4,793 -10%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$225K +$4.89K +824 +2%
VWA
38
Visionary Wealth Advisors
Illinois
$211K -$1.03K -173 -0.5%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$204K +$19K +3,208 +11%
CSC
40
Caldwell Sutter Capital
California
$202K -$6.43K -1,083 -3%
CIA
41
Capital Investment Advisors
Georgia
$202K -$4.61K -776 -2%
CCA
42
Catalyst Capital Advisors
New York
$188K +$4.09K +689 +2%
Osaic Holdings
43
Osaic Holdings
Arizona
$187K +$64.3K +10,843 +57%
MAM
44
Marquette Asset Management
Minnesota
$180K +$2.83K +476 +2%
NAS
45
NWF Advisory Services
California
$178K +$58.1K +9,798 +52%
Citadel Advisors
46
Citadel Advisors
Florida
$175K -$105K -17,679 -39%
QCM
47
Quantinno Capital Management
New York
$174K +$71.2K +11,998 +76%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$169K -$44.8K -7,554 -22%
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$166K +$2.6K +438 +2%
Citigroup
50
Citigroup
New York
$161K +$83.9K +14,138 +122%

NXDT Hedge Fund Activity: Q3 2024 in Review

120 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q3 2024, worth a combined $135M — up 16% from $117M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 12 closed out — a net gain of 7 holders — while 74 added to existing stakes and 23 trimmed.

The largest buyer was Nexpoint Asset Management, adding an estimated $2.08M. The largest seller was BOK Financial, exiting entirely with an estimated $2.06M sold.

  • 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q3 2024, up from 114 in Q2 2024.
  • Funds reported $135M of NexPoint Diversified Real Estate Trust stock for Q3 2024, up 16% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q3 2024 and 12 closed out, a net change of +7 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q3 2024 was Nexpoint Asset Management, an estimated $2.08M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q3 2024 was BOK Financial, an estimated $2.06M sold.

Based on aggregated 13F filings for Q3 2024.