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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
CSC
51
Caldwell Sutter Capital
California
$98.4K -$8.66K -2,311 -9%
UBS Group
52
UBS Group
Switzerland
$98.3K -$507K -135,251 -85%
MIM
53
MetLife Investment Management
New Jersey
$98K +$5.16K +1,378 +6%
SFG
54
Sovereign Financial Group
Connecticut
$96K -$34.8K -9,283 -29%
WIA
55
Wealthedge Investment Advisors
New York
$94.3K -$1.27K -339 -1%
Bank of America
56
Bank of America
North Carolina
$78.6K -$17.1K -4,575 -20%
SEI Investments
57
SEI Investments
Pennsylvania
$78.3K +$1.82K +486 +3%
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$78.1K -$5.79K -1,546 -8%
CIA
59
Capital Investment Advisors
Georgia
$77.9K -$17.7K -4,727 -20%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$75K +$13.9K +3,710 +26%
SOADOR
61
State of Alaska Department of Revenue
Alaska
$72K +$4.77K +1,273 +8%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$67K +$1.64K +437 +3%
IIM
63
INTECH Investment Management
Florida
$66.2K -$39K -10,397 -40%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$65.9K +$4.26K +1,138 +8%
RAM
65
Resona Asset Management
Japan
$63.7K +$1.44K +383 +3%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.5K -$1.57K -420 -3%
Citigroup
67
Citigroup
New York
$57.1K -$44.2K -11,804 -46%
Daiwa Securities Group
68
Daiwa Securities Group
Japan
$53K +$787 +210 +2%
PFSRSONJ
69
Police & Firemen's Retirement System of New Jersey
New Jersey
$51.1K +$2.34K +625 +5%
Mariner
70
Mariner
Kansas
$48.2K -$13.8K -3,683 -24%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$41K +$23.6K +6,295 +189%
SO
72
STRS Ohio
Ohio
$29.4K +$686 +183 +3%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$21.8K +$19.3K +5,144 +7,914%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$21.6K +$502 +134 +3%
TRCT
75
Tower Research Capital (TRC)
New York
$20K +$2.87K +767 +19%

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.