NexPoint Diversified Real Estate Trust
NXDT
66 hedge funds and large institutions have $146M invested in NexPoint Diversified Real Estate Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
8% less funds holding
Funds holding: 72 → 66 (-6)
8.66% less ownership
Funds ownership: 36.41% → 27.75% (-8.7%)
17% less capital invested
Capital invested by funds: $176M → $146M (-$30.2M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$6.62M |
| 2 |
Morgan Stanley
New York
|
+$2.71M |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$1.71M |
| 4 |
LPL Financial
San Diego,
California
|
+$825K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$11.6M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$8.01M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$7.04M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.38M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.58M |
NXDT Hedge Fund Activity: Q1 2021 in Review
66 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2021, worth a combined $146M — down 17% from $176M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of NXDT and 8 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 21 added.
The largest buyer was Penserra Capital Management, adding an estimated $6.62M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $11.6M.
- 66 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2021, down from 72 in Q4 2020.
- Funds reported $146M of NexPoint Diversified Real Estate Trust stock for Q1 2021, down 17% quarter-over-quarter.
- 8 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2021 and 14 closed out, a net change of -6 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q1 2021 was Penserra Capital Management, an estimated $6.62M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q1 2021 was Thomas J. Herzfeld Advisors, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2021.