NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

68 hedge funds and large institutions have $150M invested in NexPoint Diversified Real Estate Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
14
Increased
20
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KPWS
1
Kestra Private Wealth Services
Texas
$13.2M
2
LCM
2
Landscape Capital Management
New Jersey
$5.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.2M
4
Invesco
4
Invesco
Georgia
$9.41M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.12M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
RCM
2
Rivernorth Capital Management
Florida
$13M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$15.2M
4
NAM
4
Nexpoint Asset Management
Texas
$18.1M
5
Bank of America
5
Bank of America
North Carolina
$6.77M
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
1
Nexpoint Asset Management
Texas
$18.1M 2,088,951 -105,000 -5%
Morgan Stanley
2
Morgan Stanley
New York
$17.2M 1,989,798 +154,758 +8%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$15.2M 1,668,446 -173,950 -9%
KPWS
4
Kestra Private Wealth Services
Texas
$13.2M 1,535,157 +1,535,157 New
RCM
5
Rivernorth Capital Management
Florida
$13M 1,506,236 -568,846 -27%
Invesco
6
Invesco
Georgia
$9.41M 1,086,568 +62,866 +6%
MC
7
Matisse Capital
Oregon
$7.43M 857,667 -18,733 -2%
Bank of America
8
Bank of America
North Carolina
$6.77M 781,799 -77,702 -9%
RJA
9
Raymond James & Associates
Florida
$6.44M 744,169 -29,936 -4%
LCM
10
Landscape Capital Management
New Jersey
$5.94M 685,558 +323,573 +89%
PCM
11
Penserra Capital Management
California
$5.53M 638,220 +36,215 +6%
Wells Fargo
12
Wells Fargo
California
$4.14M 477,650 +20,866 +5%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$2.95M 340,284 – –
KIM
14
Karpus Investment Management
New York
$2.61M 301,861 -2,351 -0.8%
AAM
15
Advisors Asset Management
Colorado
$2.57M 297,237 -77,025 -21%
YCM
16
Yakira Capital Management
Connecticut
$2.51M 289,568 -7,041 -2%
FAAS
17
First Allied Advisory Services
California
$2.03M 234,147 -20,379 -8%
CCP
18
Clough Capital Partners
Massachusetts
$1.97M 226,858 -69,825 -24%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.27M 147,153 +29,660 +25%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.12M 129,804 +59,163 +84%
OC
21
Oppenheimer & Co
New York
$1.03M 118,826 +28,910 +32%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$956K 110,358 -3,076 -3%
GA
23
Greytown Advisors
Florida
$914K 105,488 -1,568 -1%
CL
24
CSS LLC
Illinois
$762K 87,962 – –
Baird Financial Group
25
Baird Financial Group
Wisconsin
$625K 72,128 +1,400 +2%
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