NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

119 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, 73 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% 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
73
Reduced
23
Closed
12
Calls
$29K
Puts
$52K
Net Calls
-$23K
Net Calls Change
-$87K

Top Buyers

1
NAM
1
Nexpoint Asset Management
Texas
$23.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
WS
3
Wedbush Securities
California
$5.47M
4
CAM
4
Concorde Asset Management
Michigan
$1.52M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$484K

Top Sellers

1
BF
1
BOK Financial
Oklahoma
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CP
3
Camelot Portfolios
Ohio
$1.6M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.2K
5
CL
5
CSS LLC
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMI
26
Legacy Wealth Management (Idaho)
Idaho
$574K +$574K +99,072 New
MFG
27
MidWestOne Financial Group
Iowa
$531K – – –
BPAMU
28
BTG Pactual Asset Management US
New York
$484K +$484K +77,503 New
Millennium Management
29
Millennium Management
New York
$475K +$139K +22,218 +41%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$418K +$237K +37,891 +131%
SCA
31
SMH Capital Advisors
Texas
$366K -$10.6K -1,699 -3%
Asset Management One
32
Asset Management One
Japan
$364K +$938 +150 +0.3%
FFA
33
First Foundation Advisors
California
$320K +$5.3K +848 +2%
Nomura Asset Management
34
Nomura Asset Management
Japan
$298K +$74.6K +11,934 +33%
Barclays
35
Barclays
United Kingdom
$281K +$198K +31,731 +238%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$259K -$30K -4,793 -10%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$225K +$5.15K +824 +2%
VWA
38
Visionary Wealth Advisors
Illinois
$211K -$1.08K -173 -0.5%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$204K +$20.1K +3,208 +11%
CSC
40
Caldwell Sutter Capital
California
$202K -$6.77K -1,083 -3%
CIA
41
Capital Investment Advisors
Georgia
$202K -$4.85K -776 -2%
CCA
42
Catalyst Capital Advisors
New York
$188K +$4.31K +689 +2%
Osaic Holdings
43
Osaic Holdings
Arizona
$187K +$67.8K +10,843 +57%
MAM
44
Marquette Asset Management
Minnesota
$180K +$2.98K +476 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$175K -$110K -17,679 -39%
QCM
46
Quantinno Capital Management
New York
$174K +$75K +11,998 +76%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$169K -$47.2K -7,554 -22%
PWPS
48
Pinnacle Wealth Planning Services
Ohio
$166K +$2.74K +438 +2%
Citigroup
49
Citigroup
New York
$161K +$88.4K +14,138 +122%
Wells Fargo
50
Wells Fargo
California
$159K +$7.42K +1,187 +5%
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