NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

73 hedge funds and large institutions have $186M invested in NexPoint Diversified Real Estate Trust in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
25
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$13.8M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$17.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
SCM
4
Stonehill Capital Management
New York
$2.01M
5
PCM
5
Penserra Capital Management
California
$18.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.4M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
CWM
4
CCG Wealth Management
California
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$84K +$84K +6,070 New
FIA
52
FNY Investment Advisers
New York
$68K -$29K -2,135 -30%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$33K +$29.2K +2,151 +779%
NFG
54
Next Financial Group
Texas
$24K +$432 +32 +2%
NFSG
55
Newbridge Financial Services Group
Florida
$19K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$17K +$775 +55 +5%
JMF
57
Johnson Midwest Financial
Iowa
$13K – – –
APA
58
American Portfolios Advisors
New York
$7.48K +$83 +6 +1%
SB
59
Strategic Blueprint
Georgia
$7K +$7K +500 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +397 New
GI
61
Gradient Investments
Minnesota
$4K +$16 +1 +0.4%
SIS
62
Sound Income Strategies
Florida
$3K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$3K +$3K +200 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2K – – –
AAP
65
Arax Advisory Partners
Colorado
$2K +$2K +119 New
DAM
66
Delta Asset Management
Tennessee
$1K – – –
SWA
67
SOA Wealth Advisors
New York
$1K – – –
DAC
68
Dividend Assets Capital
South Carolina
$1K +$1K +45 New
Verition Fund Management
69
Verition Fund Management
Connecticut
– -$854K -75,000 Closed
CCP
70
Clough Capital Partners
Massachusetts
– -$619K -54,358 Closed
CWM
71
CCG Wealth Management
California
– -$461K -40,478 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$238K -20,875 Closed
BAM
73
Belpointe Asset Management
Nevada
– -$198K -17,420 Closed
AIC
74
Ameritas Investment Company
Nebraska
– -$8.54K -750 Closed
WP
75
WealthShield Partners
North Carolina
– -$6K -570 Closed
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