NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

112 hedge funds and large institutions have $100M invested in NexPoint Diversified Real Estate Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
112
Holders Change
-9
Holders Change %
-7.44%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
64
Reduced
30
Closed
18
Calls
$93K
Puts
$48K
Net Calls
+$45K
Net Calls Change
+$93K

Top Buyers

1
WS
1
Wedbush Securities
California
$10.1M
2
NAM
2
Nexpoint Asset Management
Texas
$18.5M
3
MS
3
Madden Securities
Texas
$883K
4
MC
4
Matisse Capital
Oregon
$3.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$315K
2
SCM
2
Stonehill Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$268K
4
CFM
4
Catalyst Funds Management
Australia
$0
5
UBS Group
5
UBS Group
Switzerland
$98.3K
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$14.7K 3,507 +1,334 +61%
Loomis, Sayles & Company
77
Loomis, Sayles & Company
Massachusetts
$14.1K 3,365 +86 +3%
Legal & General Group
78
Legal & General Group
United Kingdom
$12.4K 2,952 +76 +3%
AIP
79
Ameritas Investment Partners
Nebraska
$12.3K 2,941 +150 +5%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$10.8K 2,576 -1,694 -40%
EWA
81
EverSource Wealth Advisors
Alabama
$9.61K 2,293 +2,246 +4,779%
NA
82
NewEdge Advisors
Louisiana
$9.04K 2,157 +569 +36%
Comerica Bank
83
Comerica Bank
Texas
$8.93K 2,130 +94 +5%
NFSG
84
Newbridge Financial Services Group
Florida
$7.34K 1,751 +1,751 New
ADL
85
Asset Dedication LLC
California
$7.3K 1,742 +40 +2%
AB
86
Amalgamated Bank
New York
$5K 1,219 +31 +3%
SCM
87
Sterling Capital Management
North Carolina
$3.82K 912 +304 +50%
FGC
88
Financial Gravity Companies
Texas
$2.67K 637 +637 New
ACM
89
Anfield Capital Management
California
$2.49K 593 +15 +3%
SIS
90
Sound Income Strategies
Florida
$1.2K 287 +7 +3%
TJHA
91
Thomas J. Herzfeld Advisors
Florida
$1.09K 261 -96 -27%
C
92
Covestor
United Kingdom
$1K 176 +6 +4%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$981 234 -746 -76%
MHIP
94
Mountain Hill Investment Partners
New Jersey
$976 233 +9 +4%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$650 150 +150 New
AAP
96
Arax Advisory Partners
Colorado
$562 134 +3 +2%
TWD
97
True Wealth Design
Ohio
$516 123 +105 +583%
HI
98
Harbour Investments
Wisconsin
$444 106 -365 -77%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$277 66 -2,355 -97%
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$242 58 +58 New
2 3
4
5 6