NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

72 hedge funds and large institutions have $176M invested in NexPoint Diversified Real Estate Trust in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 17 closing their positions.

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
16
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$14.5M
2
NM
2
Newtyn Management
New York
$3.68M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$21.2M
4
CP
4
Camelot Portfolios
Ohio
$3.51M
5
Barclays
5
Barclays
United Kingdom
$2.89M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$10.7M
2
LCM
2
Landscape Capital Management
New Jersey
$1.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.5M
4
NAM
4
Nexpoint Asset Management
Texas
$19.2M
5
Bank of America
5
Bank of America
North Carolina
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$78K +$7.24K +690 +10%
FIA
52
FNY Investment Advisers
New York
$45K +$45K +4,310 New
RAM
53
Riggs Asset Management
Pennsylvania
$21K +$21K +2,000 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$18K +$18K +1,766 New
NFG
55
Next Financial Group
Texas
$17K +$16.4K +1,515 +2,525%
NFSG
56
Newbridge Financial Services Group
Florida
$13K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$11K – – –
JMF
58
Johnson Midwest Financial
Iowa
$10K +$10K +945 New
PS
59
Planned Solutions
California
$8K +$8K +800 New
CFGS
60
Concourse Financial Group Securities
Alabama
$6K +$5.36K +475 +833%
AWG
61
Altus Wealth Group
Colorado
$6K +$6K +600 New
APA
62
American Portfolios Advisors
New York
$5.58K +$84 +8 +2%
SIS
63
Sound Income Strategies
Florida
$3K – – –
GI
64
Gradient Investments
Minnesota
$2K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$2K – – –
DAM
66
Delta Asset Management
Tennessee
$1K – – –
Baird Financial Group
67
Baird Financial Group
Wisconsin
– -$625K -72,128 Closed
AC
68
Athanor Capital
New York
– -$300K -34,699 Closed
PGWM
69
Parisi Gray Wealth Management
New Jersey
– -$277K -32,000 Closed
BlackRock
70
BlackRock
New York
– -$263K -30,400 Closed
CA
71
Claro Advisors
Massachusetts
– -$222K -25,579 Closed
KPWG
72
KFA Private Wealth Group
Virginia
– -$167K -19,317 Closed
Jane Street
73
Jane Street
New York
– -$160K -18,462 Closed
Goldman Sachs
74
Goldman Sachs
New York
– -$126K -14,538 Closed
AAS
75
Avantax Advisory Services
Texas
– -$110K -12,560 Closed
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