NexPoint Diversified Real Estate Trust
NXDT
98 hedge funds and large institutions have $136M invested in NexPoint Diversified Real Estate Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 63 increasing their positions, 24 reducing their positions, and 17 closing their positions.
163% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 24
7.55% less ownership
Funds ownership: 61.14% → 53.59% (-7.5%)
8% less funds holding
Funds holding: 107 → 98 (-9)
25% less capital invested
Capital invested by funds: $181M → $136M (-$44.4M)
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.85M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$994K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$971K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$438K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.6M |
| 2 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$720K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$429K |
| 4 |
BlackRock
New York
|
-$356K |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$338K |
NXDT Hedge Fund Activity: Q1 2024 in Review
98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2024, worth a combined $136M — down 25% from $181M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of NXDT and 9 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 63 added.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $1.85M. The largest seller was Morgan Stanley, cutting an estimated $15.6M.
- 98 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2024, down from 107 in Q4 2023.
- Funds reported $136M of NexPoint Diversified Real Estate Trust stock for Q1 2024, down 25% quarter-over-quarter.
- 9 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2024 and 17 closed out, a net change of -8 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q1 2024 was Thomas J. Herzfeld Advisors, an estimated $1.85M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q1 2024 was Morgan Stanley, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2024.