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NXDT

NexPoint Diversified Real Estate Trust

120 hedge funds and large institutions have $146M invested in NexPoint Diversified Real Estate Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $135M → $146M (+$11.3M)

4.1% more ownership

Funds ownership: 53.12%57.22% (+4.1%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 120120 (0)

Holders
120
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
68
Reduced
30
Closed
15
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$61K +$9.27K +1,579 +19%
MAM
77
Marquette Asset Management
Minnesota
$48.2K -$122K -20,824 -72%
SO
78
STRS Ohio
Ohio
$40.6K +$598 +102 +2%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$29.9K +$446 +76 +2%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$23.2K -$19.1K -3,252 -46%
Osaic Holdings
81
Osaic Holdings
Arizona
$21.3K -$155K -26,432 -88%
VCM
82
Versant Capital Management
Arizona
$20.5K +$18.7K +3,193 +1,856%
Loomis, Sayles & Company
83
Loomis, Sayles & Company
Massachusetts
$19K +$18.7K +3,195 New
Legal & General Group
84
Legal & General Group
United Kingdom
$17.3K +$640 +109 +4%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$17.3K +$387 +66 +2%
AIP
86
Ameritas Investment Partners
Nebraska
$16.8K +$264 +45 +2%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$14.5K -$645 -110 -4%
TRCT
88
Tower Research Capital (TRC)
New York
$14.1K -$14.7K -2,504 -52%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$14K +$1.81K +309 +16%
Comerica Bank
90
Comerica Bank
Texas
$12.4K -$3.54K -604 -23%
HI
91
Harbour Investments
Wisconsin
$10.9K +$111 +19 +1%
ADL
92
Asset Dedication LLC
California
$10.1K +$141 +24 +1%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$9.92K -$4.75K -809 -33%
NA
94
NewEdge Advisors
Louisiana
$9.38K +$5.77K +983 +177%
AB
95
Amalgamated Bank
New York
$7K +$94 +16 +1%
SAM
96
Smartleaf Asset Management
Massachusetts
$6.63K +$3.94K +672 +166%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$6.53K +$147 +25 +2%
SCM
98
Sterling Capital Management
North Carolina
$6.45K +$5.59K +953 +908%
AAP
99
Arax Advisory Partners
Colorado
$4.07K +$53 +9 +1%
GI
100
GAMMA Investing
California
$3.87K +$1.64K +279 +79%

NXDT Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2024, worth a combined $146M — up 8.4% from $135M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 15 closed out — a net gain of 1 holder — while 68 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $1.89M.

  • 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $146M of NexPoint Diversified Real Estate Trust stock for Q4 2024, up 8.4% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2024 and 15 closed out, a net change of +1 holder.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2024 was Invesco, an estimated $11.7M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2024 was Morgan Stanley, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2024.