NexPoint Diversified Real Estate Trust
NXDT
120 hedge funds and large institutions have $146M invested in NexPoint Diversified Real Estate Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 30 reducing their positions, and 15 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 30
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more capital invested
Capital invested by funds: $135M → $146M (+$11.3M)
4.1% more ownership
Funds ownership: 53.12% → 57.22% (+4.1%)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more funds holding
Funds holding: 120 → 120 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$11.7M |
| 2 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$1.92M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.73M |
| 4 |
BlackRock
New York
|
+$1.46M |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.89M |
| 2 |
AI
Acuitas Investments
Seattle,
Washington
|
-$1.22M |
| 3 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$656K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$640K |
| 5 |
Millennium Management
New York
|
-$475K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Corient Private Wealth
Miami,
Florida
| – | -$96K | -15,362 | Closed |
|
|
VF
127
Virtu Financial
New York
| – | -$85K | -13,531 | Closed |
|
128
ProShare Advisors
Bethesda,
Maryland
| – | -$77.9K | -12,470 | Closed |
|
129
Simplex Trading
Chicago,
Illinois
| – | -$12K | -2,043 | -96% |
|
130
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| – | -$6.79K | -1,086 | Closed |
|
|
VWM
131
Venturi Wealth Management
Austin,
Texas
| – | -$5.47K | -875 | Closed |
|
|
VWM
132
Valley Wealth Managers
Paramus,
New Jersey
| – | -$4.78K | -764 | Closed |
|
|
BTI
133
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1.48K | -267 | Closed |
|
134
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -210 | Closed |
|
|
CPA
135
Capital Performance Advisors
Walnut Creek,
California
| – | -$519 | -83 | Closed |
|
NXDT Hedge Fund Activity: Q4 2024 in Review
120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2024, worth a combined $146M — up 8.4% from $135M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NXDT positions and 15 closed out — a net gain of 1 holder — while 68 added to existing stakes and 30 trimmed.
The largest buyer was Invesco, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $1.89M.
- 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $146M of NexPoint Diversified Real Estate Trust stock for Q4 2024, up 8.4% quarter-over-quarter.
- 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2024 and 15 closed out, a net change of +1 holder.
- The largest NexPoint Diversified Real Estate Trust buyer in Q4 2024 was Invesco, an estimated $11.7M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q4 2024 was Morgan Stanley, an estimated $1.89M sold.
Based on aggregated 13F filings for Q4 2024.