NexPoint Diversified Real Estate Trust
NXDT
51 hedge funds and large institutions have $235M invested in NexPoint Diversified Real Estate Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 10 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
2% more capital invested
Capital invested by funds: $229M → $235M (+$5.45M)
1.57% less ownership
Funds ownership: 48.91% → 47.35% (-1.6%)
12% less funds holding
Funds holding: 58 → 51 (-7)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$9.21M |
| 2 |
Morgan Stanley
New York
|
+$2.82M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.67M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.01M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$946K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$13.7M |
| 2 |
UFM
Ursa Fund Management
Danville,
California
|
-$5.31M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.75M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.3M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$975K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
51
Landscape Capital Management
Englewood,
New Jersey
| – | -$975K | -48,937 | Closed |
|
|
WAM
52
Weiss Asset Management
Boston,
Massachusetts
| – | -$752K | -37,757 | Closed |
|
|
RJFSA
53
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$391K | -19,612 | Closed |
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$294K | -14,744 | Closed |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$204K | -10,253 | Closed |
|
|
AIC
56
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$21K | -1,075 | Closed |
|
57
US Bancorp
Minneapolis,
Minnesota
| – | -$17K | -833 | Closed |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| – | -$7K | -348 | Closed |
|
NXDT Hedge Fund Activity: Q1 2019 in Review
51 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2019, worth a combined $235M — up 2.4% from $229M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NXDT and 3 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 25 added.
The largest buyer was Highland Capital Management (Texas), adding an estimated $9.21M. The largest seller was Rivernorth Capital Management, cutting an estimated $13.7M.
- 51 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2019, down from 58 in Q4 2018.
- Funds reported $235M of NexPoint Diversified Real Estate Trust stock for Q1 2019, up 2.4% quarter-over-quarter.
- 3 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2019 and 10 closed out, a net change of -7 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q1 2019 was Highland Capital Management (Texas), an estimated $9.21M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q1 2019 was Rivernorth Capital Management, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2019.