NexPoint Diversified Real Estate Trust
NXDT
120 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, 74 increasing their positions, 23 reducing their positions, and 12 closing their positions.
222% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 23
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
16% more capital invested
Capital invested by funds: $117M → $135M (+$18.3M)
5% more funds holding
Funds holding: 114 → 120 (+6)
0.03% less ownership
Funds ownership: 53.14% → 53.12% (-0.03%)
44% less call options, than puts
Call options by funds: $29K | Put options by funds: $52K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$2.08M |
| 2 |
Morgan Stanley
New York
|
+$1.64M |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$674K |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$648K |
| 5 |
BPAMU
BTG Pactual Asset Management US
New York
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$2.06M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$1.03M |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$749K |
| 4 |
Renaissance Technologies
New York
|
-$697K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$474K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
126
Atlas Wealth
Cincinnati,
Ohio
| – | -$62.1K | -11,205 | Closed |
|
127
Two Sigma Investments
New York
| – | -$58.3K | -10,551 | Closed |
|
|
HAG
128
HF Advisory Group
Annapolis,
Maryland
| – | -$55.8K | -10,083 | Closed |
|
|
QL
129
Quarry LP
New York
| – | -$12.7K | -2,303 | Closed |
|
|
WIA
130
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | -$2.22K | -337 | Closed |
|
|
TCM
131
TruNorth Capital Management
Kalamazoo,
Michigan
| – | -$592 | -107 | Closed |
|
|
LFG
132
Larson Financial Group
St Louis,
Missouri
| – | -$28 | -5 | Closed |
|
NXDT Hedge Fund Activity: Q3 2024 in Review
120 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q3 2024, worth a combined $135M — up 16% from $117M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NXDT positions and 12 closed out — a net gain of 7 holders — while 74 added to existing stakes and 23 trimmed.
The largest buyer was Nexpoint Asset Management, adding an estimated $2.08M. The largest seller was BOK Financial, exiting entirely with an estimated $2.06M sold.
- 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q3 2024, up from 114 in Q2 2024.
- Funds reported $135M of NexPoint Diversified Real Estate Trust stock for Q3 2024, up 16% quarter-over-quarter.
- 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q3 2024 and 12 closed out, a net change of +7 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q3 2024 was Nexpoint Asset Management, an estimated $2.08M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q3 2024 was BOK Financial, an estimated $2.06M sold.
Based on aggregated 13F filings for Q3 2024.