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NXDT

NexPoint Diversified Real Estate Trust

120 hedge funds and large institutions have $146M invested in NexPoint Diversified Real Estate Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $135M → $146M (+$11.3M)

4.1% more ownership

Funds ownership: 53.12%57.22% (+4.1%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 120120 (0)

Holders
120
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
68
Reduced
30
Closed
15
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$49K
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
26
Adams Asset Advisors
Texas
$679K
MFG
27
MidWestOne Financial Group
Iowa
$518K
LIS
28
Legacy Investment Solutions
Idaho
$474K -$57.4K -9,785 -10%
LWMI
29
Legacy Wealth Management (Idaho)
Idaho
$474K -$57.4K -9,785 -10%
Raymond James Financial
30
Raymond James Financial
Florida
$460K +$442K +75,415 New
BPAMU
31
BTG Pactual Asset Management US
New York
$458K +$9.8K +1,671 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$423K +$243K +41,358 +147%
Asset Management One
33
Asset Management One
Japan
$378K +$5.69K +969 +2%
SCA
34
SMH Capital Advisors
Texas
$361K +$2.84K +484 +0.8%
PLC
35
Peapod Lane Capital
New York
$332K +$323K +55,016 New
FFA
36
First Foundation Advisors
California
$317K +$4.72K +804 +2%
Deutsche Bank
37
Deutsche Bank
Germany
$309K +$218K +37,208 +277%
Barclays
38
Barclays
United Kingdom
$308K +$31.6K +5,393 +12%
Nomura Asset Management
39
Nomura Asset Management
Japan
$296K +$4.72K +804 +2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$293K +$282K +48,074 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$284K +$29.6K +5,037 +12%
Wells Fargo
42
Wells Fargo
California
$227K +$69.1K +11,771 +46%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$224K +$23.8K +4,054 +12%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$220K +$182 +31 +0.1%
SFG
45
Sovereign Financial Group
Connecticut
$219K +$88K +14,994 +72%
Bank of America
46
Bank of America
North Carolina
$217K +$60.6K +10,324 +41%
Two Sigma Investments
47
Two Sigma Investments
New York
$208K +$200K +34,099 New
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$192K +$80.4K +13,711 +77%
CCA
49
Catalyst Capital Advisors
New York
$187K +$2.98K +508 +2%
QCM
50
Quantinno Capital Management
New York
$183K +$13.4K +2,278 +8%

NXDT Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2024, worth a combined $146M — up 8.4% from $135M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 15 closed out — a net gain of 1 holder — while 68 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $1.89M.

  • 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $146M of NexPoint Diversified Real Estate Trust stock for Q4 2024, up 8.4% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2024 and 15 closed out, a net change of +1 holder.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2024 was Invesco, an estimated $11.7M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2024 was Morgan Stanley, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2024.