NexPoint Diversified Real Estate Trust
NXDT
76 hedge funds and large institutions have $173M invested in NexPoint Diversified Real Estate Trust in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 18 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
10% more funds holding
Funds holding: 69 → 76 (+7)
5.03% more ownership
Funds ownership: 36.6% → 41.62% (+5%)
2% more capital invested
Capital invested by funds: $171M → $173M (+$2.86M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.6M |
| 2 |
BlackRock
New York
|
+$5.51M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.12M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$2.12M |
| 5 |
Morgan Stanley
New York
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$6.47M |
| 2 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$5.61M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$4.15M |
| 4 |
FSCM
First Sabrepoint Capital Management
Dallas,
Texas
|
-$4.08M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$2.07M |
NXDT Hedge Fund Activity: Q4 2022 in Review
76 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2022, worth a combined $173M — up 1.7% from $171M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new NXDT positions and 18 closed out — a net gain of 8 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Vanguard Group, adding an estimated $25.6M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $6.47M sold.
- 76 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2022, up from 69 in Q3 2022.
- Funds reported $173M of NexPoint Diversified Real Estate Trust stock for Q4 2022, up 1.7% quarter-over-quarter.
- 26 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2022 and 18 closed out, a net change of +8 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q4 2022 was Vanguard Group, an estimated $25.6M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $6.47M sold.
Based on aggregated 13F filings for Q4 2022.