NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

119 hedge funds and large institutions have $145M invested in NexPoint Diversified Real Estate Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
68
Reduced
30
Closed
14
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$49K

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.3M
2
NAM
2
Nexpoint Asset Management
Texas
$24.6M
3
UBS Group
3
UBS Group
Switzerland
$1.91M
4
BlackRock
4
BlackRock
New York
$16.8M
5
BI
5
Bulldog Investors
New Jersey
$1.61M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16M
2
AI
2
Acuitas Investments
Washington
$0
3
NFG
3
Nations Financial Group
Iowa
$1.39M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.9M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
101
Farther Finance Advisors
California
$2.12K 348 -9,018 -96%
SIS
102
Sound Income Strategies
Florida
$1.67K 273 +4 +1%
EWA
103
EverSource Wealth Advisors
Alabama
$1.66K 272 -414 -60%
TJHA
104
Thomas J. Herzfeld Advisors
Florida
$1.52K 249 +3 +1%
MHIP
105
Mountain Hill Investment Partners
New Jersey
$1.32K 216 +216 New
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$1.11K 182 +3 +2%
C
107
Covestor
United Kingdom
$1K 167 – –
AWM
108
Avior Wealth Management
Nebraska
$799 131 +2 +2%
DAM
109
Delta Asset Management
Tennessee
$653 107 +1 +0.9%
RIL
110
Rothschild Investment LLC
Illinois
$366 60 +40 +200%
CSWM
111
Cassady Schiller Wealth Management
Ohio
$262 43 +43 New
MCM
112
MAI Capital Management
Ohio
$193 32 +32 New
CTA
113
Colonial Trust Advisors
South Carolina
$189 31 +31 New
CIAM
114
Caitong International Asset Management
Hong Kong
$165 27 +27 New
HNB
115
Huntington National Bank
Ohio
$18 3 – –
DF
116
Dunhill Financial
United Kingdom
$16 3 – –
CPG
117
Cornerstone Planning Group
New Jersey
$11 2 – –
AF
118
Allworth Financial
California
$6 1 +1 New
AI
119
Acuitas Investments
Washington
– – -195,861 Closed
Millennium Management
120
Millennium Management
New York
– – -76,011 Closed
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
– – -26,994 Closed
PWPS
122
Pinnacle Wealth Planning Services
Ohio
– – -26,620 Closed
Jane Street
123
Jane Street
New York
– – -17,209 Closed
Corient Private Wealth
124
Corient Private Wealth
Florida
– – -15,362 Closed
VF
125
Virtu Financial
New York
– – -13,531 Closed
2 3 4
5
6