NexPoint Diversified Real Estate Trust
NXDT
62 hedge funds and large institutions have $237M invested in NexPoint Diversified Real Estate Trust in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
500% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 4
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
51% more capital invested
Capital invested by funds: $157M → $237M (+$80M)
38% more funds holding
Funds holding: 45 → 62 (+17)
4.77% more ownership
Funds ownership: 42.57% → 47.34% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$18.2M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$14.4M |
| 3 |
Morgan Stanley
New York
|
+$9.39M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.25M |
| 5 |
UFM
Ursa Fund Management
Danville,
California
|
+$6.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.48M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$4.4M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.47M |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$432K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$21.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $24K | – | – | – |
|
52
US Bancorp
Minneapolis,
Minnesota
| $18K | – | – | – |
|
|
MSA
53
Marino Stram & Associates
Braintree,
Massachusetts
| $17K | – | – | – |
|
|
CAL
54
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $8K | – | – | – |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
|
SIS
56
Sound Income Strategies
Ft Lauderdale,
Florida
| $6K | +$5.77K | +252 | New |
|
|
BFEC
57
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $5K | – | – | – |
|
|
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | -$21.7K | -947 | -85% |
|
|
GWM
59
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
BFM
60
Boothbay Fund Management
New York
| – | -$432K | -18,800 | Closed |
|
|
SWP
61
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$1K | -48 | Closed |
|
NXDT Hedge Fund Activity: Q2 2018 in Review
62 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q2 2018, worth a combined $237M — up 51% from $157M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NXDT positions and 2 closed out — a net gain of 17 holders — while 24 added to existing stakes and 4 trimmed.
The largest buyer was Highland Capital Management (Texas), adding an estimated $18.2M. The largest seller was Raymond James & Associates, cutting an estimated $7.48M.
- 62 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q2 2018, up from 45 in Q1 2018.
- Funds reported $237M of NexPoint Diversified Real Estate Trust stock for Q2 2018, up 51% quarter-over-quarter.
- 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q2 2018 and 2 closed out, a net change of +17 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q2 2018 was Highland Capital Management (Texas), an estimated $18.2M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q2 2018 was Raymond James & Associates, an estimated $7.48M sold.
Based on aggregated 13F filings for Q2 2018.