NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

68 hedge funds and large institutions have $208M invested in NexPoint Diversified Real Estate Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
15
Increased
16
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
1
EJF Capital
Virginia
$7.1M
2
NFG
2
Nations Financial Group
Iowa
$4.57M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$28.3M
4
WS
4
Wedbush Securities
California
$4.16M
5
Bank of America
5
Bank of America
North Carolina
$7.23M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Wells Fargo
2
Wells Fargo
California
$1.19M
3
KPWS
3
Kestra Private Wealth Services
Texas
$1.41M
4
RCM
4
Rivernorth Capital Management
Florida
$16.9M
5
CP
5
Camelot Portfolios
Ohio
$7.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
51
Visionary Wealth Advisors
Illinois
$165K 10,450 +10,450 New
Creative Planning
52
Creative Planning
Kansas
$134K 8,460 +8,460 New
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$109K 6,927 +4,000 +137%
UBS Group
54
UBS Group
Switzerland
$88K 5,575 – –
C
55
Covestor
United Kingdom
$49K 3,125 +3,125 New
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$17.4K 1,101 – –
SCA
57
Stonebridge Capital Advisors
Minnesota
$14K 900 +900 New
TRCT
58
Tower Research Capital (TRC)
New York
$12K 777 +777 New
MCC
59
Money Concepts Capital
Florida
$9K 571 +571 New
APA
60
American Portfolios Advisors
New York
$8.87K 561 +6 +1%
CFGS
61
Concourse Financial Group Securities
Alabama
$4K 280 -440 -61%
GI
62
Gradient Investments
Minnesota
$4K 258 – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$3K 173 – –
AAP
64
Arax Advisory Partners
Colorado
$2K 119 – –
PCM
65
Penserra Capital Management
California
– – -1,170,696 Closed
HF
66
HRT Financial
New York
– – -86,319 Closed
ARC
67
Advisor Resource Council
Texas
– – -67,349 Closed
Walleye Capital
68
Walleye Capital
New York
– – -57,826 Closed
Jane Street
69
Jane Street
New York
– – -30,538 Closed
WAM
70
Weiss Asset Management
Massachusetts
– – -27,755 Closed
CSS
71
Cubist Systematic Strategies
Connecticut
– – -26,667 Closed
PAG
72
Private Advisor Group
New Jersey
– – -14,027 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
– – -13,693 Closed
Walleye Trading
74
Walleye Trading
New York
– – -13,484 Closed
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
– – -11,403 Closed
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