NexPoint Diversified Real Estate Trust
NXDT
59 hedge funds and large institutions have $258M invested in NexPoint Diversified Real Estate Trust in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
9% more capital invested
Capital invested by funds: $237M → $258M (+$20.8M)
1.52% less ownership
Funds ownership: 47.34% → 45.82% (-1.5%)
5% less funds holding
Funds holding: 62 → 59 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.26M |
| 2 |
Morgan Stanley
New York
|
+$1.97M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.91M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$1.71M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$6.65M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.92M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$2.92M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$2.67M |
| 5 |
UFM
Ursa Fund Management
Danville,
California
|
-$2.01M |
NXDT Hedge Fund Activity: Q3 2018 in Review
59 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q3 2018, worth a combined $258M — up 8.8% from $237M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NXDT and 4 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 23 added.
The largest buyer was Raymond James & Associates, adding an estimated $7.26M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $6.65M.
- 59 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q3 2018, down from 62 in Q2 2018.
- Funds reported $258M of NexPoint Diversified Real Estate Trust stock for Q3 2018, up 8.8% quarter-over-quarter.
- 4 funds opened new NexPoint Diversified Real Estate Trust positions in Q3 2018 and 7 closed out, a net change of -3 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q3 2018 was Raymond James & Associates, an estimated $7.26M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q3 2018 was Thomas J. Herzfeld Advisors, an estimated $6.65M sold.
Based on aggregated 13F filings for Q3 2018.