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NXDT

NexPoint Diversified Real Estate Trust

115 hedge funds and large institutions have $102M invested in NexPoint Diversified Real Estate Trust in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

94% more call options, than puts

Call options by funds: $93K | Put options by funds: $48K

11% more capital invested

Capital invested by funds: $91.6M → $102M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.89% less ownership

Funds ownership: 57.01%53.12% (-3.9%)

6% less funds holding

Funds holding: 122115 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
64
Reduced
32
Closed
18
Calls
$93K
Puts
$48K
Net Calls
+$45K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$326K +$12.7K +3,399 +5%
Goldman Sachs
27
Goldman Sachs
New York
$315K -$1.34M -358,878 -83%
Citadel Advisors
28
Citadel Advisors
Florida
$268K -$684K -182,566 -74%
Asset Management One
29
Asset Management One
Japan
$259K +$1.06K +282 +0.5%
Millennium Management
30
Millennium Management
New York
$254K +$125K +33,264 +122%
Barclays
31
Barclays
United Kingdom
$254K +$90.7K +24,206 +66%
SCA
32
SMH Capital Advisors
Texas
$246K +$4.32K +1,154 +2%
XT
33
XTX Topco
Cayman Islands
$237K +$80.4K +21,472 +61%
AAA
34
Adams Asset Advisors
Texas
$236K
Nomura Asset Management
35
Nomura Asset Management
Japan
$212K +$4.92K +1,314 +3%
AQR Capital Management
36
AQR Capital Management
Connecticut
$197K +$116K +31,009 +194%
JP Morgan Chase
37
JP Morgan Chase
New York
$192K -$80.2K -21,403 -32%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$177K -$112K -29,991 -41%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$174K -$18.7K -4,997 -11%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$172K +$7.47K +1,994 +5%
BB
41
Burford Brothers
Texas
$167K -$4.72K -1,261 -3%
Wells Fargo
42
Wells Fargo
California
$163K +$2.63K +701 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$161K +$13.1K +3,507 +10%
AllianceBernstein
44
AllianceBernstein
Tennessee
$158K +$48.4K +12,919 +52%
Deutsche Bank
45
Deutsche Bank
Germany
$157K -$33.8K -9,019 -19%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$155K +$9.39K +2,507 +7%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$137K +$3.18K +848 +3%
CCA
48
Catalyst Capital Advisors
New York
$134K +$3.11K +830 +3%
Invesco
49
Invesco
Georgia
$120K +$23.9K +6,372 +29%
CSS
50
Cubist Systematic Strategies
Connecticut
$118K -$436K -116,462 -81%

NXDT Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q2 2025, worth a combined $102M — up 11% from $91.6M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NXDT and 13 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Wedbush Securities, adding an estimated $3.66M. The largest seller was Goldman Sachs, cutting an estimated $1.34M.

  • 115 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q2 2025, down from 122 in Q1 2025.
  • Funds reported $102M of NexPoint Diversified Real Estate Trust stock for Q2 2025, up 11% quarter-over-quarter.
  • 13 funds opened new NexPoint Diversified Real Estate Trust positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q2 2025 was Wedbush Securities, an estimated $3.66M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q2 2025 was Goldman Sachs, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2025.