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NXDT

NexPoint Diversified Real Estate Trust
NXDT

122 hedge funds and large institutions have $94.4M invested in NexPoint Diversified Real Estate Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

6% more capital invested

Capital invested by funds: $88.7M → $94.4M (+$5.66M)

2% more funds holding

Funds holding: 120 → 122 (+2)

0.53% less ownership

Funds ownership: 50.79% → 50.26% (-0.53%)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
55
Reduced
43
Closed
14
Calls
$375K
Puts
–
Net Calls
+$375K
Net Calls Change
+$253K

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$5.29M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.01M
3
NAM
Nexpoint Asset Management
Texas
+$406K
4
BlackRock
BlackRock
New York
+$393K
5
Charles Schwab
Charles Schwab
California
+$307K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.48M
2
Morgan Stanley
Morgan Stanley
New York
-$1.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$749K
4
UBS Group
UBS Group
Switzerland
-$608K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$368K +$283K +86,217 +854%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$344K +$332 +101 +0.1%
MFG
28
MidWestOne Financial Group
Iowa
$326K – – –
LWMI
29
Legacy Wealth Management (Idaho)
Idaho
$295K -$34.6K -10,552 -12%
BPAMU
30
BTG Pactual Asset Management US
New York
$277K +$7.7K +2,344 +4%
Asset Management One
31
Asset Management One
Japan
$247K +$5.3K +1,615 +3%
Barclays
32
Barclays
United Kingdom
$244K +$31.3K +9,549 +18%
SCA
33
SMH Capital Advisors
Texas
$224K -$6.34K -1,930 -3%
Nomura Asset Management
34
Nomura Asset Management
Japan
$204K +$4.35K +1,324 +3%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$201K +$172K +52,464 New
Millennium Management
36
Millennium Management
New York
$193K +$166K +50,457 New
Wells Fargo
37
Wells Fargo
California
$178K +$21.3K +6,478 +16%
Bank of America
38
Bank of America
North Carolina
$162K +$76.3K +23,252 +122%
AllianceBernstein
39
AllianceBernstein
Tennessee
$159K +$3.39K +1,033 +3%
AQR Capital Management
40
AQR Capital Management
Connecticut
$155K -$17.5K -5,342 -12%
OL
41
Odyssean LLC
Connecticut
$151K +$129K +39,389 New
Deutsche Bank
42
Deutsche Bank
Germany
$147K +$3.13K +954 +3%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$144K +$3.07K +935 +3%
Invesco
44
Invesco
Georgia
$142K +$5.6K +1,706 +5%
JP Morgan Chase
45
JP Morgan Chase
New York
$141K -$50.4K -15,364 -29%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$134K -$6.79K -2,069 -6%
CCA
47
Catalyst Capital Advisors
New York
$129K +$2.75K +836 +3%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$125K +$2.81K +855 +3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$116K -$35K -10,674 -26%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$103K +$88.6K +26,973 New
1
2
3 4 5

NXDT Hedge Fund Activity: Q4 2025 in Review

122 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2025, worth a combined $94.4M — up 6.4% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 14 closed out — a net gain of 5 holders — while 55 added to existing stakes and 43 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $5.29M. The largest seller was Vanguard Group, cutting an estimated $4.48M.

  • 122 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2025, up from 120 in Q3 2025.
  • Funds reported $94.4M of NexPoint Diversified Real Estate Trust stock for Q4 2025, up 6.4% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2025 and 14 closed out, a net change of +5 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2025 was Wedbush Securities, an estimated $5.29M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2025 was Vanguard Group, an estimated $4.48M sold.

Based on aggregated 13F filings for Q4 2025.