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NXDT

NexPoint Diversified Real Estate Trust

122 hedge funds and large institutions have $91.6M invested in NexPoint Diversified Real Estate Trust in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 120122 (+2)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

0.2% less ownership

Funds ownership: 57.22%57.01% (-0.2%)

37% less capital invested

Capital invested by funds: $146M → $91.6M (-$54.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

80% less call options, than puts

Call options by funds: $12K | Put options by funds: $60K

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
49
Reduced
49
Closed
15
Calls
$12K
Puts
$60K
Net Calls
-$48K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
51
Mitsubishi UFJ Asset Management
Japan
$122K +$1.41K +283 +0.9%
CCA
52
Catalyst Capital Advisors
New York
$119K +$2.39K +481 +2%
Millennium Management
53
Millennium Management
New York
$105K +$136K +27,350 New
IIM
54
INTECH Investment Management
Florida
$100K +$56K +11,272 +75%
CSC
55
Caldwell Sutter Capital
California
$98.8K +$5.77K +1,162 +5%
Citigroup
56
Citigroup
New York
$97.4K -$8.84K -1,780 -7%
AllianceBernstein
57
AllianceBernstein
Tennessee
$95.2K +$9.72K +1,958 +9%
Bank of America
58
Bank of America
North Carolina
$89.4K -$60.9K -12,266 -34%
CIA
59
Capital Investment Advisors
Georgia
$89.3K -$30K -6,042 -21%
WIA
60
Wealthedge Investment Advisors
New York
$87.5K +$114K +22,852 New
Invesco
61
Invesco
Georgia
$85.4K -$9.87M -1,987,087 -99%
MIM
62
MetLife Investment Management
New Jersey
$84.3K +$730 +147 +0.7%
Mirae Asset Global ETFs Holdings
63
Mirae Asset Global ETFs Holdings
Hong Kong
$77.3K +$5.69K +1,145 +6%
SEI Investments
64
SEI Investments
Pennsylvania
$69.7K +$90.4K +18,204 New
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$66.2K +$85.8K +17,282 New
CF
66
Corebridge Financial
Texas
$63.9K -$25 -5 -0%
AQR Capital Management
67
AQR Capital Management
Connecticut
$61.3K -$59.9K -12,067 -43%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$61K +$1.78K +358 +2%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$59K -$13.9K -2,806 -15%
Mariner
70
Mariner
Kansas
$58.2K +$75.5K +15,194 New
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$55.9K +$1.88K +379 +3%
LPL Financial
72
LPL Financial
California
$55.6K +$6.93K +1,396 +11%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.1K -$8.78K -1,767 -11%
RAM
74
Resona Asset Management
Japan
$54.4K +$1.13K +227 +2%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$54K +$899 +181 +1%

NXDT Hedge Fund Activity: Q1 2025 in Review

122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2025, worth a combined $91.6M — down 37% from $146M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 15 closed out — a net gain of 4 holders — while 49 added to existing stakes and 49 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.96M. The largest seller was Invesco, cutting an estimated $9.87M.

  • 122 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $91.6M of NexPoint Diversified Real Estate Trust stock for Q1 2025, down 37% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2025 and 15 closed out, a net change of +4 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2025 was Wedbush Securities, an estimated $2.96M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2025 was Invesco, an estimated $9.87M sold.

Based on aggregated 13F filings for Q1 2025.