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NXDT

NexPoint Diversified Real Estate Trust
NXDT

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

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $146M → $186M (+$40.2M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 66 → 73 (+7)

8.56% more ownership

Funds ownership: 27.75% → 36.31% (+8.6%)

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

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.55M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.09M
3
Morgan Stanley
Morgan Stanley
New York
+$2.33M
4
SCM
Stonehill Capital Management
New York
+$1.85M
5
PCM
Penserra Capital Management
California
+$795K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.1M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$854K
3
CCP
Clough Capital Partners
Massachusetts
-$619K
4
CWM
CCG Wealth Management
California
-$461K
5
KPWS
Kestra Private Wealth Services
Texas
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$84K +$76.8K +6,070 New
FIA
52
FNY Investment Advisers
New York
$68K -$27K -2,135 -30%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$33K +$27.2K +2,151 +779%
NFG
54
Next Financial Group
Texas
$24K +$405 +32 +2%
NFSG
55
Newbridge Financial Services Group
Florida
$19K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$17K +$696 +55 +5%
JMF
57
Johnson Midwest Financial
Iowa
$13K – – –
APA
58
American Portfolios Advisors
New York
$7.48K +$76 +6 +1%
SB
59
Strategic Blueprint
Georgia
$7K +$6.33K +500 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.03K +397 New
GI
61
Gradient Investments
Minnesota
$4K +$13 +1 +0.4%
SIS
62
Sound Income Strategies
Florida
$3K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$3K +$2.53K +200 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2K – – –
AAP
65
Arax Advisory Partners
Colorado
$2K +$1.51K +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 +$570 +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
1 2
3
4

NXDT Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q2 2021, worth a combined $186M — up 28% from $146M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 9 closed out — a net gain of 7 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.55M. The largest seller was Invesco, cutting an estimated $3.1M.

  • 73 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $186M of NexPoint Diversified Real Estate Trust stock for Q2 2021, up 28% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q2 2021 and 9 closed out, a net change of +7 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q2 2021 was Rivernorth Capital Management, an estimated $3.55M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q2 2021 was Invesco, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2021.