NXDT

NexPoint Diversified Real Estate Trust

117 hedge funds and large institutions have $88.7M invested in NexPoint Diversified Real Estate Trust in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.33% less ownership

Funds ownership: 53.12%50.79% (-2.3%)

13% less capital invested

Capital invested by funds: $102M → $88.7M (-$13.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$126K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$19.5K
Osaic Holdings
77
Osaic Holdings
Arizona
$19.2K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$17.1K
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$16.8K
Loomis, Sayles & Company
80
Loomis, Sayles & Company
Massachusetts
$12.5K
Legal & General Group
81
Legal & General Group
United Kingdom
$11.2K
AIP
82
Ameritas Investment Partners
Nebraska
$10.8K
CPG
83
Cornerstone Planning Group
New Jersey
$9.37K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$9K
SCM
85
Sterling Capital Management
North Carolina
$8.68K
HI
86
Harbour Investments
Wisconsin
$7.99K
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$7.87K
NFSG
88
Newbridge Financial Services Group
Florida
$6.7K
NA
89
NewEdge Advisors
Louisiana
$6.19K
PD
90
Point72 (DIFC)
United Arab Emirates
$6.13K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$6K
PAS
92
Point72 Asia (Singapore)
Singapore
$5.59K
MIM
93
MetLife Investment Management
New Jersey
$5.46K
AB
94
Amalgamated Bank
New York
$5K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.01K
FUBT
96
First United Bank & Trust
Maryland
$3.42K
ADL
97
Asset Dedication LLC
California
$3.08K
FGAM
98
Financial Gravity Asset Management
Texas
$2.41K
AAP
99
Arax Advisory Partners
Colorado
$2.37K
ACM
100
Anfield Capital Management
California
$2.24K