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NXDT

NexPoint Diversified Real Estate Trust

91 hedge funds and large institutions have $173M invested in NexPoint Diversified Real Estate Trust in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

20% more funds holding

Funds holding: 7691 (+15)

3.25% more ownership

Funds ownership: 41.62%44.88% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less capital invested

Capital invested by funds: $173M → $173M (-$411K)

Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
29
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$34.3K -$31.4K -2,650 -45%
PMEF
77
Point72 Middle East FZE
United Arab Emirates
$28.2K +$32.2K +2,721 New
UBS Group
78
UBS Group
Switzerland
$22.9K +$26.1K +2,205 New
SIC
79
Salem Investment Counselors
North Carolina
$20.8K +$23.7K +2,000 New
AAS
80
Ameritas Advisory Services
Nebraska
$14.3K +$16.4K +1,382 New
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$10.5K -$47 -4 -0.4%
NA
82
NewEdge Advisors
Louisiana
$9.62K
SGC
83
Slocum, Gordon & Co
Rhode Island
$2.96K
GI
84
Gradient Investments
Minnesota
$2.7K +$24 +2 +0.8%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$2K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$1.8K
AAP
87
Arax Advisory Partners
Colorado
$1.24K +$1.41K +119 New
DAM
88
Delta Asset Management
Tennessee
$1.04K
SWA
89
SOA Wealth Advisors
New York
$423 +$12 +1 +3%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$213 +$7.28K +615 +3%
HCM
91
Hollencrest Capital Management
California
$114
MIG
92
Mariner Investment Group
New York
-$1.01M -90,311 Closed
GRP
93
Global Retirement Partners
California
-$144K -12,842 Closed
QT
94
Quantbot Technologies
New York
-$130K -11,578 Closed
TRCT
95
Tower Research Capital (TRC)
New York
-$15K -1,348 Closed
SCA
96
Stonebridge Capital Advisors
Minnesota
-$10.1K -900 Closed
MCC
97
Money Concepts Capital
Florida
-$6.4K -571 Closed

NXDT Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2023, worth a combined $173M — down 0.24% from $173M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NXDT positions and 6 closed out — a net gain of 15 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Nexpoint Asset Management, adding an estimated $6.03M. The largest seller was Acadian Asset Management, cutting an estimated $2.24M.

  • 91 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $173M of NexPoint Diversified Real Estate Trust stock for Q1 2023, down 0.24% quarter-over-quarter.
  • 21 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2023 and 6 closed out, a net change of +15 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2023 was Nexpoint Asset Management, an estimated $6.03M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2023 was Acadian Asset Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2023.