NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

112 hedge funds and large institutions have $100M invested in NexPoint Diversified Real Estate Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
112
Holders Change
-9
Holders Change %
-7.44%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
64
Reduced
30
Closed
18
Calls
$93K
Puts
$48K
Net Calls
+$45K
Net Calls Change
+$93K

Top Buyers

1
WS
1
Wedbush Securities
California
$10.1M
2
NAM
2
Nexpoint Asset Management
Texas
$18.5M
3
MS
3
Madden Securities
Texas
$883K
4
MC
4
Matisse Capital
Oregon
$3.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$315K
2
SCM
2
Stonehill Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$268K
4
CFM
4
Catalyst Funds Management
Australia
$0
5
UBS Group
5
UBS Group
Switzerland
$98.3K
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
1
Nexpoint Asset Management
Texas
$18.5M 4,412,120 +427,408 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.1M 3,604,820 +43,195 +1%
BlackRock
3
BlackRock
New York
$12M 2,869,636 +23,070 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$11.8M 2,827,576 +100,670 +4%
WS
5
Wedbush Securities
California
$10.1M 2,416,724 +977,576 +68%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.02M 958,431 +10,399 +1%
MC
7
Matisse Capital
Oregon
$3.44M 819,900 +153,983 +23%
State Street
8
State Street
Massachusetts
$2.93M 699,888 +1,983 +0.3%
TG
9
TCW Group
California
$2.42M 577,190 +77,190 +15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.2M 524,646 +9,831 +2%
CP
11
Camelot Portfolios
Ohio
$1.54M 367,739 -5,106 -1%
OC
12
Oppenheimer & Co
New York
$1.48M 353,012 +75,349 +27%
Charles Schwab
13
Charles Schwab
California
$1.38M 328,576 +34,258 +12%
Northern Trust
14
Northern Trust
Illinois
$1.19M 283,439 -5,072 -2%
BI
15
Bulldog Investors
New Jersey
$1.17M 278,800 +14,332 +5%
MS
16
Madden Securities
Texas
$883K 210,745 +210,745 New
NL
17
Nuveen LLC
North Carolina
$651K 155,287 +34,453 +29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$558K 133,064 +8,228 +7%
NFG
19
Nations Financial Group
Iowa
$535K 127,709 -109,285 -46%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$370K 88,416 +88,416 New
MFG
21
MidWestOne Financial Group
Iowa
$356K 84,999 – –
BPAMU
22
BTG Pactual Asset Management US
New York
$351K 83,814 +2,817 +3%
LWMI
23
Legacy Wealth Management (Idaho)
Idaho
$344K 82,004 -713 -0.9%
LIS
24
Legacy Investment Solutions
Idaho
$344K 82,004 +82,004 New
Raymond James Financial
25
Raymond James Financial
Florida
$326K 77,916 +3,399 +5%
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