NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

69 hedge funds and large institutions have $171M invested in NexPoint Diversified Real Estate Trust in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
12
Increased
20
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.3M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$2.84M
3
WS
3
Wedbush Securities
California
$7.69M
4
MFG
4
MidWestOne Financial Group
Iowa
$1.07M
5
SEI Investments
5
SEI Investments
Pennsylvania
$569K

Top Sellers

1
MP
1
Mangrove Partners
Connecticut
$5.61M
2
KIM
2
Karpus Investment Management
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$1.7M
4
CP
4
Camelot Portfolios
Ohio
$3.96M
5
ARC
5
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$202K -$25.6K -2,045 -11%
GRP
52
Global Retirement Partners
California
$164K -$34.4K -2,688 -17%
MC
53
Moors & Cabot
Massachusetts
$151K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$148K -$194K -15,450 -57%
Truist Financial
55
Truist Financial
North Carolina
$130K -$64.4K -5,133 -33%
HI
56
Harbour Investments
Wisconsin
$82K – – –
UBS Group
57
UBS Group
Switzerland
$74K -$37.1K -2,956 -33%
C
58
Covestor
United Kingdom
$55K +$15.5K +1,225 +39%
PCM
59
PenderFund Capital Management
British Columbia, Canada
$38K +$38K +2,200 New
TRCT
60
Tower Research Capital (TRC)
New York
$25K +$25K +1,976 New
SCA
61
Stonebridge Capital Advisors
Minnesota
$11K – – –
APA
62
American Portfolios Advisors
New York
$7.18K +$75 +6 +1%
GI
63
Gradient Investments
Minnesota
$3K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +200 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$2K – – –
KIM
66
Karpus Investment Management
New York
– -$4.14M -251,239 Closed
ARC
67
Advisor Resource Council
Texas
– -$1.07M -64,921 Closed
VWA
68
Visionary Wealth Advisors
Illinois
– -$467K -28,300 Closed
CANY
69
Caxton Associates (New York)
New York
– -$198K -12,000 Closed
SWM
70
SeaCrest Wealth Management
New York
– -$28K -1,670 Closed
WWM
71
Wolff Wiese Magana
California
– -$25K -1,500 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– -$5K -273 Closed
CCM
73
Chilton Capital Management
Texas
– -$2K -100 Closed
US Bancorp
74
US Bancorp
Minnesota
– -$2K -94 Closed
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