NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

66 hedge funds and large institutions have $146M invested in NexPoint Diversified Real Estate Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
21
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$14.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.6M
3
CP
3
Camelot Portfolios
Ohio
$5.52M
4
LPL Financial
4
LPL Financial
California
$972K
5
MIG
5
Mariner Investment Group
New York
$720K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$11.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$3.45M
3
MC
3
Matisse Capital
Oregon
$8.62M
4
RCM
4
Rivernorth Capital Management
Florida
$8.2M
5
RJA
5
Raymond James & Associates
Florida
$528K
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$13K 1,151 +619 +116%
JMF
52
Johnson Midwest Financial
Iowa
$11K 945 – –
AIC
53
Ameritas Investment Company
Nebraska
$8.54K 750 +750 New
APA
54
American Portfolios Advisors
New York
$6.12K 537 +7 +1%
WP
55
WealthShield Partners
North Carolina
$6K 570 +570 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$3K 276 -1,490 -84%
GI
57
Gradient Investments
Minnesota
$3K 257 +7 +3%
RWM
58
RBA Wealth Management
California
$2.93K 258 +258 New
SIS
59
Sound Income Strategies
Florida
$2.87K 252 – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$2K 173 – –
DAM
61
Delta Asset Management
Tennessee
$1K 100 – –
YCM
62
Yakira Capital Management
Connecticut
– – -293,630 Closed
Millennium Management
63
Millennium Management
New York
– – -271,596 Closed
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
– – -248,760 Closed
LCM
65
Landscape Capital Management
New Jersey
– – -162,202 Closed
HCMT
66
Highland Capital Management (Texas)
Texas
– – -84,491 Closed
BI
67
Bulldog Investors
New Jersey
– – -58,137 Closed
CAN
68
Cetera Advisor Networks
California
– – -22,300 Closed
OMC
69
Old Mission Capital
Illinois
– – -18,600 Closed
ASN
70
Advisory Services Network
Georgia
– – -7,430 Closed
RAM
71
Riggs Asset Management
Pennsylvania
– – -2,000 Closed
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
– – -1,076 Closed
PS
73
Planned Solutions
California
– – -800 Closed
AWG
74
Altus Wealth Group
Colorado
– – -600 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– – -1 Closed
1 2
3
4