NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

76 hedge funds and large institutions have $173M invested in NexPoint Diversified Real Estate Trust in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 18 closing their positions.

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
26
Increased
22
Reduced
11
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$34.5M
2
BlackRock
2
BlackRock
New York
$4.87M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.65M
4
Charles Schwab
4
Charles Schwab
California
$1.88M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.2M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
MP
2
Mangrove Partners
Connecticut
$0
3
FSCM
3
First Sabrepoint Capital Management
Texas
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$13.6M
5
EC
5
EJF Capital
Virginia
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$261K +$27.8K +2,482 +12%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$224K +$43K +3,838 +24%
CAM
53
Concorde Asset Management
Michigan
$219K +$23.5K +2,100 +12%
LP
54
LMR Partners
United Kingdom
$189K +$189K +16,852 New
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$186K +$186K +16,700 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$148K -$335K -30,000 -69%
GRP
57
Global Retirement Partners
California
$144K +$303 +27 +0.2%
SFI
58
Susquehanna Fundamental Investments
Pennsylvania
$140K +$140K +12,478 New
QT
59
Quantbot Technologies
New York
$130K +$130K +11,578 New
Daiwa Securities Group
60
Daiwa Securities Group
Japan
$97K +$97K +8,612 New
SPIA
61
Steward Partners Investment Advisory
New York
$66.7K -$65.2K -5,812 -49%
C
62
Covestor
United Kingdom
$66K +$17K +1,505 +35%
HI
63
Harbour Investments
Wisconsin
$53.5K -$2.34K -209 -4%
ASN
64
Advisory Services Network
Georgia
$38.7K +$38.7K +3,456 New
TRCT
65
Tower Research Capital (TRC)
New York
$15K -$6.99K -628 -32%
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$11.3K +$11.3K +1,012 New
SCA
67
Stonebridge Capital Advisors
Minnesota
$10.1K – – –
MCC
68
Money Concepts Capital
Florida
$6.4K +$6.4K +571 New
SGC
69
Slocum, Gordon & Co
Rhode Island
$3.19K +$3.19K +285 New
GI
70
Gradient Investments
Minnesota
$2.9K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1.94K – – –
DAM
73
Delta Asset Management
Tennessee
$1.12K +$1.12K +100 New
SWA
74
SOA Wealth Advisors
New York
$451 – – –
HCM
75
Hollencrest Capital Management
California
$123 +$123 +11 New
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