NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
23
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$15.9M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$20.5M
3
Wells Fargo
Wells Fargo
California
$4.79M
4
ARC
Advisor Resource Council
Texas
$914K
5
Morgan Stanley
Morgan Stanley
New York
$27.7M

Top Sellers

1
Invesco
Invesco
Georgia
$0
2
MC
Matisse Capital
Oregon
$1.76M
3
RCM
Rivernorth Capital Management
Florida
$15.9M
4
LPL Financial
LPL Financial
California
$353K
5
KPWS
Kestra Private Wealth Services
Texas
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$163K – – –
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$154K +$11.3K +839 +8%
CAM
53
Concorde Asset Management
Michigan
$150K +$150K +11,050 New
Nomura Holdings
54
Nomura Holdings
Japan
$134K +$134K +10,000 New
RFA
55
Reilly Financial Advisors
California
$115K -$88.9K -6,540 -44%
UBS Group
56
UBS Group
Switzerland
$76K -$37.6K -2,757 -33%
HI
57
Harbour Investments
Wisconsin
$70K -$98.5K -7,261 -58%
NFG
58
Next Financial Group
Texas
$39K +$5.71K +413 +17%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$39K +$6.66K +500 +21%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$15K +$4.44K +327 +42%
AIP
61
Ahrens Investment Partners
Louisiana
$14K +$14K +1,000 New
JMF
62
Johnson Midwest Financial
Iowa
$13K – – –
CFCI
63
Comprehensive Financial Consultants Institutional
Indiana
$11K +$11K +740 New
CFGS
64
Concourse Financial Group Securities
Alabama
$10K -$40.5K -2,914 -80%
APA
65
American Portfolios Advisors
New York
$7.54K +$81 +6 +1%
GI
66
Gradient Investments
Minnesota
$4K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$2K – – –
AAP
68
Arax Advisory Partners
Colorado
$2K – – –
DAM
69
Delta Asset Management
Tennessee
$1K – – –
Invesco
70
Invesco
Georgia
– -$11.7M -843,152 Closed
GRP
71
Global Retirement Partners
California
– -$225K -16,167 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$155K -11,111 Closed
IWA
73
IBEX Wealth Advisors
New Jersey
– -$89K -6,390 Closed
SIS
74
Sound Income Strategies
Florida
– -$4K -252 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– -$3K -225 Closed
1 2
3