NexPoint Diversified Real Estate Trust
NXDT
98 hedge funds and large institutions have $168M invested in NexPoint Diversified Real Estate Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 5 closing their positions.
1,383% more call options, than puts
Call options by funds: $519K | Put options by funds: $35K
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
5% more funds holding
Funds holding: 93 → 98 (+5)
0.25% more ownership
Funds ownership: 51.71% → 51.96% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
30% less capital invested
Capital invested by funds: $241M → $168M (-$72.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$671K |
| 2 |
State Street
Boston,
Massachusetts
|
+$585K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$467K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$445K |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$881K |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$827K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$616K |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$372K |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$301K |
NXDT Hedge Fund Activity: Q3 2023 in Review
98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q3 2023, worth a combined $168M — down 30% from $241M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NXDT positions and 5 closed out — a net gain of 5 holders — while 44 added to existing stakes and 29 trimmed.
The largest buyer was Bank of America, adding an estimated $671K. The largest seller was Camelot Portfolios, cutting an estimated $881K.
- 98 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q3 2023, up from 93 in Q2 2023.
- Funds reported $168M of NexPoint Diversified Real Estate Trust stock for Q3 2023, down 30% quarter-over-quarter.
- 10 funds opened new NexPoint Diversified Real Estate Trust positions in Q3 2023 and 5 closed out, a net change of +5 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q3 2023 was Bank of America, an estimated $671K added.
- The largest NexPoint Diversified Real Estate Trust seller in Q3 2023 was Camelot Portfolios, an estimated $881K sold.
Based on aggregated 13F filings for Q3 2023.