NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

113 hedge funds and large institutions have $116M invested in NexPoint Diversified Real Estate Trust in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
113
Holders Change
+16
Holders Change %
+16.49%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
60
Reduced
25
Closed
10
Calls
$103K
Puts
$39K
Net Calls
+$64K
Net Calls Change
+$36K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.7M
2
NAM
2
Nexpoint Asset Management
Texas
$18.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.1M
5
BlackRock
5
BlackRock
New York
$13.5M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$224K
2
EC
2
EJF Capital
Virginia
$0
3
TG
3
TCW Group
California
$222K
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$1.03M
5
WS
5
Wedbush Securities
California
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
101
Arax Advisory Partners
Colorado
$3.58K 648 +525 +427%
NA
102
NewEdge Advisors
Louisiana
$3.01K 545 -418 -43%
WIA
103
Wetzel Investment Advisors
Indiana
$2.22K 337 +337 New
PWMG
104
Private Wealth Management Group
New Jersey
$2.22K 401 +401 New
SIS
105
Sound Income Strategies
Florida
$1.47K 265 +6 +2%
AWM
106
Avior Wealth Management
Nebraska
$1.11K 201 +3 +2%
TCM
107
TruNorth Capital Management
Michigan
$592 107 +107 New
DAM
108
Delta Asset Management
Tennessee
$581 105 +2 +2%
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$221 40 +8 +25%
RIL
110
Rothschild Investment LLC
Illinois
$221 40 +40 New
GI
111
GAMMA Investing
California
$138 25 +25 New
LFG
112
Larson Financial Group
Missouri
$28 5 +5 New
CPG
113
Cornerstone Planning Group
New Jersey
$12 2 -91 -98%
EC
114
EJF Capital
Virginia
– – -239,515 Closed
SFG
115
Sovereign Financial Group
Connecticut
– – -32,149 Closed
AIG
116
American International Group
New York
– – -15,388 Closed
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
– – -14,990 Closed
VOYA Investment Management
118
VOYA Investment Management
Georgia
– – -11,991 Closed
SG Americas Securities
119
SG Americas Securities
New York
– – -10,786 Closed
EC
120
EntryPoint Capital
New York
– – -3,865 Closed
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
– – -2,884 Closed
HNB
122
Huntington National Bank
Ohio
– – -204 Closed
PS
123
Principal Securities
Iowa
– – -66 Closed
CFGS
124
Concourse Financial Group Securities
Alabama
– – – –
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