NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

97 hedge funds and large institutions have $168M invested in NexPoint Diversified Real Estate Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
10
Increased
43
Reduced
29
Closed
5
Calls
$519K
Puts
$35K
Net Calls
+$484K
Net Calls Change
+$484K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.48M
2
State Street
State Street
Massachusetts
$4.25M
3
Vanguard Group
Vanguard Group
Pennsylvania
$28.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$816K
5
EC
EJF Capital
Virginia
$2.5M

Top Sellers

1
CP
Camelot Portfolios
Ohio
$2.26M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$10.3M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$775K
4
ECM
ExodusPoint Capital Management
New York
$0
5
Man Group
Man Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$28.7K +$28.7K +3,290 New
AB
77
Amalgamated Bank
New York
$26K +$428 +50 +2%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$23.7K -$52 -6 -0.2%
HI
79
Harbour Investments
Wisconsin
$23.1K +$2.81K +322 +14%
Legal & General Group
80
Legal & General Group
United Kingdom
$22.8K -$2.69K -309 -11%
AIP
81
Ameritas Investment Partners
Nebraska
$22.1K – – –
TRCT
82
Tower Research Capital (TRC)
New York
$16K +$7.13K +818 +80%
NA
83
NewEdge Advisors
Louisiana
$8.15K +$78 +9 +1%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$3.74K -$514 -59 -12%
SIS
85
Sound Income Strategies
Florida
$2.2K +$2.2K +252 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$2K +$374 +46 +23%
AWM
87
Avior Wealth Management
Nebraska
$1.69K +$1.69K +194 New
AAP
88
Arax Advisory Partners
Colorado
$1.05K +$9 +1 +0.8%
EWA
89
EverSource Wealth Advisors
Alabama
$932 +$932 +107 New
DAM
90
Delta Asset Management
Tennessee
$880 +$9 +1 +1%
Creative Planning
91
Creative Planning
Kansas
$845 +$845 +97 New
Citigroup
92
Citigroup
New York
$775 -$119K -13,680 -99%
GWS
93
Glassman Wealth Services
Virginia
$453 +$453 +52 New
SPIA
94
Steward Partners Investment Advisory
New York
$418 -$25.7K -2,952 -98%
SWA
95
SOA Wealth Advisors
New York
$371 +$17 +2 +5%
HCM
96
Hollencrest Capital Management
California
$96 – – –
FHA
97
First Horizon Advisors
Tennessee
$26 +$26 +3 New
ECM
98
ExodusPoint Capital Management
New York
– -$372K -29,731 Closed
Man Group
99
Man Group
United Kingdom
– -$298K -23,799 Closed
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
– -$156K -12,478 Closed
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