NexPoint Diversified Real Estate Trust
NXDT
48 hedge funds and large institutions have $139M invested in NexPoint Diversified Real Estate Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
7% more funds holding
Funds holding: 45 → 48 (+3)
6.89% less ownership
Funds ownership: 44.5% → 37.61% (-6.9%)
21% less capital invested
Capital invested by funds: $176M → $139M (-$37.1M)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.61M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.15M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$758K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$602K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$8.71M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$4.96M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$4.12M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$3.62M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.14M |
NXDT Hedge Fund Activity: Q3 2017 in Review
48 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q3 2017, worth a combined $139M — down 21% from $176M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NXDT positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.61M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $8.71M.
- 48 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q3 2017, up from 45 in Q2 2017.
- Funds reported $139M of NexPoint Diversified Real Estate Trust stock for Q3 2017, down 21% quarter-over-quarter.
- 8 funds opened new NexPoint Diversified Real Estate Trust positions in Q3 2017 and 5 closed out, a net change of +3 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q3 2017 was Royal Bank of Canada, an estimated $2.61M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q3 2017 was Thomas J. Herzfeld Advisors, an estimated $8.71M sold.
Based on aggregated 13F filings for Q3 2017.