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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
VWA
51
Visionary Wealth Advisors
Illinois
$179K -$25.4K -4,330 -13%
CIA
52
Capital Investment Advisors
Georgia
$179K -$17.3K -2,940 -9%
AQR Capital Management
53
AQR Capital Management
Connecticut
$171K +$24.5K +4,178 +17%
Citigroup
54
Citigroup
New York
$166K +$8.85K +1,508 +6%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$161K +$13.6K +2,316 +10%
CSC
56
Caldwell Sutter Capital
California
$150K -$45.6K -7,772 -24%
AllianceBernstein
57
AllianceBernstein
Tennessee
$140K +$2.22K +379 +2%
MIM
58
MetLife Investment Management
New Jersey
$133K +$2.75K +469 +2%
Mirae Asset Global ETFs Holdings
59
Mirae Asset Global ETFs Holdings
Hong Kong
$116K +$6.7K +1,141 +6%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$112K -$464 -79 -0.4%
CF
61
Corebridge Financial
Texas
$102K -$5.67K -966 -5%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.5K -$3.21K -548 -3%
SOADOR
63
State of Alaska Department of Revenue
Alaska
$96K +$2.5K +427 +3%
IIM
64
INTECH Investment Management
Florida
$91.1K +$87.6K +14,933 New
RAM
65
Resona Asset Management
Japan
$90K -$640 -109 -0.8%
SG Americas Securities
66
SG Americas Securities
New York
$87K +$16.5K +2,814 +25%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$86.7K +$1.28K +218 +2%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$85K +$15.5K +2,641 +23%
LPL Financial
69
LPL Financial
California
$80.1K -$6.59K -1,124 -8%
Daiwa Securities Group
70
Daiwa Securities Group
Japan
$74K +$8.46K +1,441 +13%
DTL
71
Dynamic Technology Lab
Singapore
$71K +$68.2K +11,626 New
PFSRSONJ
72
Police & Firemen's Retirement System of New Jersey
New Jersey
$69.5K +$66.8K +11,390 New
Renaissance Technologies
73
Renaissance Technologies
New York
$61.6K -$26.4K -4,493 -31%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$61.5K -$38.4K -6,545 -39%
JF
75
Jump Financial
Illinois
$61.4K +$59.1K +10,067 New

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.