NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

119 hedge funds and large institutions have $135M invested in NexPoint Diversified Real Estate Trust in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
73
Reduced
23
Closed
12
Calls
$29K
Puts
$52K
Net Calls
-$23K
Net Calls Change
-$87K

Top Buyers

1
NAM
1
Nexpoint Asset Management
Texas
$23.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
WS
3
Wedbush Securities
California
$5.47M
4
CAM
4
Concorde Asset Management
Michigan
$1.52M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$484K

Top Sellers

1
BF
1
BOK Financial
Oklahoma
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CP
3
Camelot Portfolios
Ohio
$1.6M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.2K
5
CL
5
CSS LLC
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$3.46K 554 +9 +2%
PWMG
102
Private Wealth Management Group
New Jersey
$3.09K 494 +93 +23%
SAM
103
Smartleaf Asset Management
Massachusetts
$2.52K 405 +405 New
GI
104
GAMMA Investing
California
$2.22K 355 +330 +1,320%
SIS
105
Sound Income Strategies
Florida
$1.68K 269 +4 +2%
TJHA
106
Thomas J. Herzfeld Advisors
Florida
$1.54K 246 -40,334 -99%
BTI
107
Blue Trust Inc
Georgia
$1.48K 267 +267 New
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$1.12K 179 +139 +348%
VCM
109
Versant Capital Management
Arizona
$1.08K 172 +172 New
C
110
Covestor
United Kingdom
$1K 167 -6,789 -98%
Bessemer Group
111
Bessemer Group
New Jersey
$1K 210 +210 New
AWM
112
Avior Wealth Management
Nebraska
$806 129 -72 -36%
DAM
113
Delta Asset Management
Tennessee
$663 106 +1 +1%
SCM
114
Sterling Capital Management
North Carolina
$655 105 +105 New
CPA
115
Capital Performance Advisors
California
$519 83 +83 New
RIL
116
Rothschild Investment LLC
Illinois
$125 20 -20 -50%
HNB
117
Huntington National Bank
Ohio
$19 3 +3 New
DF
118
Dunhill Financial
United Kingdom
$16 3 +3 New
CPG
119
Cornerstone Planning Group
New Jersey
$11 2 – –
BF
120
BOK Financial
Oklahoma
– – -371,688 Closed
Loomis, Sayles & Company
121
Loomis, Sayles & Company
Massachusetts
– – -186,548 Closed
CL
122
CSS LLC
Illinois
– – -85,757 Closed
TG
123
TCW Group
California
– – -40,190 Closed
LRIA
124
Leonard Rickey Investment Advisors
Washington
– – -18,955 Closed
AW
125
Atlas Wealth
Ohio
– – -11,205 Closed
2 3 4
5
6