NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

119 hedge funds and large institutions have $145M invested in NexPoint Diversified Real Estate Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
68
Reduced
30
Closed
14
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$49K

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.3M
2
NAM
2
Nexpoint Asset Management
Texas
$24.6M
3
UBS Group
3
UBS Group
Switzerland
$1.91M
4
BlackRock
4
BlackRock
New York
$16.8M
5
BI
5
Bulldog Investors
New Jersey
$1.61M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16M
2
AI
2
Acuitas Investments
Washington
$0
3
NFG
3
Nations Financial Group
Iowa
$1.39M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.9M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
26
MidWestOne Financial Group
Iowa
$518K 84,999 – –
LIS
27
Legacy Investment Solutions
Idaho
$474K 89,287 -9,785 -10%
LWMI
28
Legacy Wealth Management (Idaho)
Idaho
$474K 89,287 -9,785 -10%
Raymond James Financial
29
Raymond James Financial
Florida
$460K 75,415 +75,415 New
BPAMU
30
BTG Pactual Asset Management US
New York
$458K 79,174 +1,671 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$423K 69,426 +41,358 +147%
Asset Management One
32
Asset Management One
Japan
$378K 59,273 +969 +2%
SCA
33
SMH Capital Advisors
Texas
$361K 59,108 +484 +0.8%
PLC
34
Peapod Lane Capital
New York
$332K 55,016 +55,016 New
FFA
35
First Foundation Advisors
California
$317K 51,988 +804 +2%
Deutsche Bank
36
Deutsche Bank
Germany
$309K 50,664 +37,208 +277%
Barclays
37
Barclays
United Kingdom
$308K 50,465 +5,393 +12%
Nomura Asset Management
38
Nomura Asset Management
Japan
$296K 48,511 +804 +2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$293K 48,074 +48,074 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$284K 46,554 +5,037 +12%
Wells Fargo
41
Wells Fargo
California
$227K 37,276 +11,771 +46%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$224K 36,764 +4,054 +12%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$220K 36,093 +31 +0.1%
SFG
44
Sovereign Financial Group
Connecticut
$219K 35,900 +14,994 +72%
Bank of America
45
Bank of America
North Carolina
$217K 35,597 +10,324 +41%
Two Sigma Investments
46
Two Sigma Investments
New York
$208K 34,099 +34,099 New
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$192K 31,534 +13,711 +77%
CCA
48
Catalyst Capital Advisors
New York
$187K 30,628 +508 +2%
QCM
49
Quantinno Capital Management
New York
$183K 30,046 +2,278 +8%
VWA
50
Visionary Wealth Advisors
Illinois
$179K 29,392 -4,330 -13%
1
2
3 4 5