We are live on ! Find out more
NXDT

NexPoint Diversified Real Estate Trust
NXDT

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: 122 → 127 (+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

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$9.68M
2
NAM
Nexpoint Asset Management
Texas
+$1.51M
3
TG
TCW Group
California
+$596K
4
N
Nuveen
North Carolina
+$496K
5
UBS Group
UBS Group
Switzerland
+$455K

Top Sellers

1
WS
Wedbush Securities
California
-$8.32M
2
GC
GatePass Capital
Ohio
-$989K
3
Morgan Stanley
Morgan Stanley
New York
-$660K
4
HF
HRT Financial
New York
-$368K
5
SCA
SMH Capital Advisors
Texas
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$658K -$25.3K -5,651 -4%
AQR Capital Management
27
AQR Capital Management
Connecticut
$450K +$250K +55,884 +138%
OL
28
Odyssean LLC
Connecticut
$433K +$239K +53,429 +136%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$426K +$5.65K +1,261 +1%
WS
30
Wedbush Securities
California
$376K -$8.32M -1,858,427 -96%
Citadel Advisors
31
Citadel Advisors
Florida
$343K +$329K +73,365 New
XT
32
XTX Topco
Cayman Islands
$333K +$319K +71,261 New
QCM
33
Quantinno Capital Management
New York
$328K +$254K +56,761 +422%
BPAMU
34
BTG Pactual Asset Management US
New York
$318K +$9.01K +2,012 +3%
Nomura Asset Management
35
Nomura Asset Management
Japan
$289K +$38.9K +8,682 +16%
SCA
36
SMH Capital Advisors
Texas
$273K -$260K -58,146 -100%
Bank of America
37
Bank of America
North Carolina
$270K +$69.1K +15,426 +36%
LWMI
38
Legacy Wealth Management (Idaho)
Idaho
$268K -$87.4K -19,508 -25%
Asset Management One
39
Asset Management One
Japan
$266K -$37K -8,259 -13%
SPS
40
Susquehanna Portfolio Strategies
Pennsylvania
$215K +$206K +45,986 New
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$195K +$132K +29,476 +239%
AllianceBernstein
42
AllianceBernstein
Tennessee
$185K +$30.7K +6,845 +16%
Invesco
43
Invesco
Georgia
$174K +$1.5K +334 +0.9%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$169K -$6.43K -1,435 -4%
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$165K +$3.87K +865 +3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$161K -$2.06K -460 -1%
CCA
47
Catalyst Capital Advisors
New York
$161K +$3.79K +847 +3%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$145K +$52.4K +11,709 +61%
SFG
49
Sovereign Financial Group
Connecticut
$142K +$31.4K +7,016 +30%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$129K -$11.7K -2,615 -9%
1
2
3 4 5

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.