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NXDT

NexPoint Diversified Real Estate Trust

127 hedge funds and large institutions have $120M invested in NexPoint Diversified Real Estate Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $94.4M → $120M (+$25.8M)

4% more funds holding

Funds holding: 122127 (+5)

2.13% more ownership

Funds ownership: 50.26%52.39% (+2.1%)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
72
Reduced
32
Closed
9
Calls
$245K
Puts
Net Calls
+$245K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$35.7K +$33.8K +7,538 +6,853%
SO
77
STRS Ohio
Ohio
$35.7K +$788 +176 +2%
Barclays
78
Barclays
United Kingdom
$34.5K -$252K -56,257 -88%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$30.2K +$19.5K +4,346 +205%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$26K +$564 +126 +2%
IA
81
IFP Advisors
Florida
$22.4K +$1.44K +321 +7%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$20.1K -$9.56K -2,135 -33%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$18.1K +$9.56K +2,134 +122%
TRCT
84
Tower Research Capital (TRC)
New York
$16.7K +$2.57K +574 +19%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$16.5K +$11.6K +2,580 +271%
Legal & General Group
86
Legal & General Group
United Kingdom
$14.9K +$349 +78 +3%
AIP
87
Ameritas Investment Partners
Nebraska
$14.4K +$336 +75 +2%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$9.36K -$770 -172 -8%
Osaic Holdings
89
Osaic Holdings
Arizona
$8.04K -$22.3K -4,973 -74%
Citigroup
90
Citigroup
New York
$8.04K +$3.78K +845 +96%
AW
91
Avion Wealth
Texas
$7K +$161 +36 +2%
SCM
92
Sterling Capital Management
North Carolina
$6.02K -$3.36K -750 -37%
PWPS
93
Pinnacle Wealth Planning Services
Ohio
$6.01K +$130 +29 +2%
OBC
94
Oakum Bay Capital
Connecticut
$5.6K
VCM
95
Versant Capital Management
Arizona
$5.3K +$5.08K +1,134 New
GI
96
GAMMA Investing
California
$3.35K +$2.4K +535 +292%
FGAM
97
Financial Gravity Asset Management
Texas
$3.19K +$67 +15 +2%
ACM
98
Anfield Capital Management
California
$2.97K +$63 +14 +2%
NA
99
NewEdge Advisors
Louisiana
$2.83K +$58 +13 +2%
AAP
100
Arax Advisory Partners
Colorado
$2.46K +$1.73K +387 +276%

NXDT Hedge Fund Activity: Q1 2026 in Review

127 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2026, worth a combined $120M — up 27% from $94.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 9 closed out — a net gain of 7 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $9.68M. The largest seller was Wedbush Securities, cutting an estimated $8.32M.

  • 127 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2026, up from 122 in Q4 2025.
  • Funds reported $120M of NexPoint Diversified Real Estate Trust stock for Q1 2026, up 27% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2026 and 9 closed out, a net change of +7 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2026 was Raymond James Financial, an estimated $9.68M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2026 was Wedbush Securities, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2026.