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NXDT

NexPoint Diversified Real Estate Trust
NXDT

107 hedge funds and large institutions have $181M invested in NexPoint Diversified Real Estate Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,071% more call options, than puts

Call options by funds: $82K | Put options by funds: $7K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

93% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 29

9% more funds holding

Funds holding: 98 → 107 (+9)

9.18% more ownership

Funds ownership: 51.96% → 61.14% (+9.2%)

8% more capital invested

Capital invested by funds: $168M → $181M (+$12.7M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
56
Reduced
29
Closed
9
Calls
$82K
Puts
$7K
Net Calls
+$75K
Net Calls Change
-$409K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21M
2
NAM
Nexpoint Asset Management
Texas
+$3.01M
3
BlackRock
BlackRock
New York
+$1.61M
4
MC
Matisse Capital
Oregon
+$909K
5
CP
Camelot Portfolios
Ohio
+$891K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.03M
2
Bank of America
Bank of America
North Carolina
-$804K
3
AW
Atlas Wealth
Ohio
-$428K
4
CL
CSS LLC
Illinois
-$410K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$1.55K +$8 +1 +0.5%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$1K -$606 -74 -30%
AAP
103
Arax Advisory Partners
Colorado
$962 +$8 +1 +0.8%
DAM
104
Delta Asset Management
Tennessee
$811 +$8 +1 +1%
SWA
105
SOA Wealth Advisors
New York
$345 – – –
GI
106
GAMMA Investing
California
$290 +$344 +42 New
EWA
107
EverSource Wealth Advisors
Alabama
$8 -$868 -106 -99%
AW
108
Atlas Wealth
Ohio
– -$428K -49,113 Closed
PCM
109
Prelude Capital Management
New York
– -$320K -36,715 Closed
AC
110
Aristides Capital
Kentucky
– -$220K -25,227 Closed
CIM
111
Cambria Investment Management
California
– -$216K -24,814 Closed
Creative Planning
112
Creative Planning
Kansas
– -$845 -97 Closed
GWS
113
Glassman Wealth Services
Virginia
– -$453 -52 Closed
SPIA
114
Steward Partners Investment Advisory
New York
– -$418 -48 Closed
HCM
115
Hollencrest Capital Management
California
– -$96 -11 Closed
FHA
116
First Horizon Advisors
Tennessee
– -$26 -3 Closed
1 2 3 4
5

NXDT Hedge Fund Activity: Q4 2023 in Review

107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2023, worth a combined $181M — up 7.6% from $168M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NXDT positions and 9 closed out — a net gain of 9 holders — while 56 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21M. The largest seller was Bank of New York Mellon, cutting an estimated $1.03M.

  • 107 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $181M of NexPoint Diversified Real Estate Trust stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 18 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2023 and 9 closed out, a net change of +9 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2023 was Morgan Stanley, an estimated $21M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2023 was Bank of New York Mellon, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2023.