NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

97 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, 62 increasing their positions, 24 reducing their positions, and 17 closing their positions.

Holders
97
Holders Change
-9
Holders Change %
-8.49%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
62
Reduced
24
Closed
17
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$47K

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$9.35M
2
MC
2
Matisse Capital
Oregon
$2.71M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.6M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.79M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.7M
2
CP
2
Camelot Portfolios
Ohio
$1.71M
3
ARC
3
Advisor Resource Council
Texas
$0
4
BlackRock
4
BlackRock
New York
$14.9M
5
EC
5
EJF Capital
Virginia
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$19K +$587 +89 +3%
Comerica Bank
77
Comerica Bank
Texas
$17.9K -$436 -66 -2%
Legal & General Group
78
Legal & General Group
United Kingdom
$17.7K +$224 +34 +1%
AIP
79
Ameritas Investment Partners
Nebraska
$17.1K +$218 +33 +1%
HI
80
Harbour Investments
Wisconsin
$17.1K +$284 +43 +2%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$16.5K -$6.22K -943 -27%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$8.71K +$5.52K +836 +173%
TRCT
83
Tower Research Capital (TRC)
New York
$8.19K -$53.9K -8,162 -87%
AB
84
Amalgamated Bank
New York
$7K -$10.8K -1,683 -61%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$6.57K +$6.57K +1,061 New
NA
86
NewEdge Advisors
Louisiana
$6.36K +$106 +16 +2%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$6K +$4.91K +772 +449%
EWA
88
EverSource Wealth Advisors
Alabama
$5.14K +$5.14K +859 +85,900%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$2.62K +$2.62K +397 New
SIS
90
Sound Income Strategies
Florida
$1.71K +$26 +4 +2%
HNB
91
Huntington National Bank
Ohio
$1.35K +$1.35K +204 New
AWM
92
Avior Wealth Management
Nebraska
$1.31K +$20 +3 +2%
AAP
93
Arax Advisory Partners
Colorado
$812 +$13 +2 +2%
DAM
94
Delta Asset Management
Tennessee
$680 +$7 +1 +1%
CPG
95
Cornerstone Planning Group
New Jersey
$571 +$571 +93 New
PS
96
Principal Securities
Iowa
$436 +$436 +66 New
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$211 +$211 +32 New
ARC
98
Advisor Resource Council
Texas
– -$429K -53,928 Closed
Jane Street
99
Jane Street
New York
– -$328K -41,312 Closed
Two Sigma Investments
100
Two Sigma Investments
New York
– -$217K -27,301 Closed
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4
5