NexPoint Diversified Real Estate Trust
NXDT
45 hedge funds and large institutions have $157M invested in NexPoint Diversified Real Estate Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
4.79% more ownership
Funds ownership: 37.78% → 42.57% (+4.8%)
8% less funds holding
Funds holding: 49 → 45 (-4)
12% less capital invested
Capital invested by funds: $178M → $157M (-$21.5M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$19.5M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$8.27M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$3.04M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$721K |
| 5 |
Morgan Stanley
New York
|
+$719K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$6.32M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.71M |
| 3 |
Millennium Management
New York
|
-$2.56M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.22M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$752K |
NXDT Hedge Fund Activity: Q1 2018 in Review
45 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2018, worth a combined $157M — down 12% from $178M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NXDT and 5 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 15 added.
The largest buyer was UBS Group, adding an estimated $19.5M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $6.32M.
- 45 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2018, down from 49 in Q4 2017.
- Funds reported $157M of NexPoint Diversified Real Estate Trust stock for Q1 2018, down 12% quarter-over-quarter.
- 5 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2018 and 9 closed out, a net change of -4 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q1 2018 was UBS Group, an estimated $19.5M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q1 2018 was Thomas J. Herzfeld Advisors, an estimated $6.32M sold.
Based on aggregated 13F filings for Q1 2018.