NexPoint Diversified Real Estate Trust
NXDT
73 hedge funds and large institutions have $183M invested in NexPoint Diversified Real Estate Trust in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
12% more funds holding
Funds holding: 65 → 73 (+8)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
0.75% less ownership
Funds ownership: 36.74% → 35.99% (-0.75%)
4% less capital invested
Capital invested by funds: $191M → $183M (-$8.03M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$9.45M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$3.45M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$952K |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$952K |
| 5 |
Morgan Stanley
New York
|
+$878K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$11.7M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$8.23M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.52M |
| 4 |
LPL Financial
San Diego,
California
|
-$933K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$355K |
NXDT Hedge Fund Activity: Q4 2021 in Review
73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2021, worth a combined $183M — down 4.2% from $191M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NXDT positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was Penserra Capital Management, adding an estimated $9.45M. The largest seller was Invesco, exiting entirely with an estimated $11.7M sold.
- 73 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2021, up from 65 in Q3 2021.
- Funds reported $183M of NexPoint Diversified Real Estate Trust stock for Q4 2021, down 4.2% quarter-over-quarter.
- 14 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2021 and 6 closed out, a net change of +8 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q4 2021 was Penserra Capital Management, an estimated $9.45M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q4 2021 was Invesco, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2021.