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NXDT

NexPoint Diversified Real Estate Trust

127 hedge funds and large institutions have $120M invested in NexPoint Diversified Real Estate Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $94.4M → $120M (+$25.8M)

4% more funds holding

Funds holding: 122127 (+5)

2.13% more ownership

Funds ownership: 50.26%52.39% (+2.1%)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
72
Reduced
32
Closed
9
Calls
$245K
Puts
Net Calls
+$245K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1
Nexpoint Asset Management
Texas
$25.1M +$1.51M +336,175 +7%
Raymond James Financial
2
Raymond James Financial
Florida
$14.7M +$9.68M +2,161,597 +218%
BlackRock
3
BlackRock
New York
$14.6M +$430K +96,034 +3%
Morgan Stanley
4
Morgan Stanley
New York
$11.8M -$660K -147,462 -6%
VCM
5
Vanguard Capital Management
Pennsylvania
$7.98M +$7.65M +1,708,448 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.67M +$442K +98,693 +11%
MC
7
Matisse Capital
Oregon
$4.22M +$189K +42,231 +5%
State Street
8
State Street
Massachusetts
$4.22M +$338K +75,569 +9%
TG
9
TCW Group
California
$4.05M +$596K +133,034 +18%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.14M -$77.6K -17,318 -4%
Charles Schwab
11
Charles Schwab
California
$1.71M -$27.4K -6,119 -2%
OC
12
Oppenheimer & Co
New York
$1.69M +$47K +10,485 +3%
CAM
13
Concorde Asset Management
Michigan
$1.4M -$4.34K -969 -0.3%
Northern Trust
14
Northern Trust
Illinois
$1.38M +$115K +25,661 +9%
BI
15
Bulldog Investors
New Jersey
$1.37M -$9 -2 -0%
N
16
Nuveen
North Carolina
$1.27M +$496K +110,716 +68%
VFT
17
Vanguard Fiduciary Trust
Pennsylvania
$1.25M +$1.2M +267,620 New
CP
18
Camelot Portfolios
Ohio
$1.21M -$213K -47,646 -16%
MS
19
Madden Securities
Texas
$1.06M +$23.3K +5,212 +2%
UBS Group
20
UBS Group
Switzerland
$1.03M +$455K +101,537 +86%
VPM
21
Vanguard Portfolio Management
Pennsylvania
$1.01M +$964K +215,306 New
Jane Street
22
Jane Street
New York
$919K +$392K +87,597 +80%
NFG
23
Nations Financial Group
Iowa
$786K +$12.6K +2,821 +2%
Goldman Sachs
24
Goldman Sachs
New York
$784K +$292K +65,192 +63%
GC
25
GatePass Capital
Ohio
$660K -$989K -220,794 -61%

NXDT Hedge Fund Activity: Q1 2026 in Review

127 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2026, worth a combined $120M — up 27% from $94.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 9 closed out — a net gain of 7 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $9.68M. The largest seller was Wedbush Securities, cutting an estimated $8.32M.

  • 127 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2026, up from 122 in Q4 2025.
  • Funds reported $120M of NexPoint Diversified Real Estate Trust stock for Q1 2026, up 27% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2026 and 9 closed out, a net change of +7 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2026 was Raymond James Financial, an estimated $9.68M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2026 was Wedbush Securities, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2026.