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NXDT

NexPoint Diversified Real Estate Trust

122 hedge funds and large institutions have $91.6M invested in NexPoint Diversified Real Estate Trust in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 120122 (+2)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

0.2% less ownership

Funds ownership: 57.22%57.01% (-0.2%)

37% less capital invested

Capital invested by funds: $146M → $91.6M (-$54.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

80% less call options, than puts

Call options by funds: $12K | Put options by funds: $60K

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
49
Reduced
49
Closed
15
Calls
$12K
Puts
$60K
Net Calls
-$48K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
76
Daiwa Securities Group
Japan
$48K +$1.58K +319 +3%
PFSRSONJ
77
Police & Firemen's Retirement System of New Jersey
New Jersey
$44.3K +$884 +178 +2%
AAS
78
Avantax Advisory Services
Texas
$43.5K +$56.4K +11,364 New
QCM
79
Quantinno Capital Management
New York
$41.2K -$95.7K -19,277 -64%
SO
80
STRS Ohio
Ohio
$26.2K +$879 +177 +3%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$19.3K +$646 +130 +3%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$16.4K -$28.9K -5,812 -58%
AT
83
Arlington Trust
Alabama
$16.1K +$20.9K +4,200 New
SPIA
84
Steward Partners Investment Advisory
New York
$15.4K +$19.9K +4,016 New
TRCT
85
Tower Research Capital (TRC)
New York
$15.3K +$8.4K +1,692 +73%
Loomis, Sayles & Company
86
Loomis, Sayles & Company
Massachusetts
$13K +$417 +84 +3%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$12K -$33.5K -6,748 -67%
Osaic Holdings
88
Osaic Holdings
Arizona
$11.7K -$2.06K -414 -12%
Legal & General Group
89
Legal & General Group
United Kingdom
$11K +$219 +44 +2%
AIP
90
Ameritas Investment Partners
Nebraska
$10.7K +$214 +43 +2%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$9.27K +$194 +39 +2%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$8.32K -$8.09K -1,629 -43%
Comerica Bank
93
Comerica Bank
Texas
$7.8K -$20 -4 -0.2%
ADL
94
Asset Dedication LLC
California
$6.52K +$214 +43 +3%
NA
95
NewEdge Advisors
Louisiana
$6.08K +$253 +51 +3%
AB
96
Amalgamated Bank
New York
$5K +$149 +30 +3%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$3.75K -$3.21K -646 -40%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$3K -$7.36K -1,482 -67%
SAM
99
Smartleaf Asset Management
Massachusetts
$2.63K -$1.88K -378 -35%
FGAM
100
Financial Gravity Asset Management
Texas
$2.38K +$3.08K +621 New

NXDT Hedge Fund Activity: Q1 2025 in Review

122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2025, worth a combined $91.6M — down 37% from $146M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 15 closed out — a net gain of 4 holders — while 49 added to existing stakes and 49 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.96M. The largest seller was Invesco, cutting an estimated $9.87M.

  • 122 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $91.6M of NexPoint Diversified Real Estate Trust stock for Q1 2025, down 37% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2025 and 15 closed out, a net change of +4 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2025 was Wedbush Securities, an estimated $2.96M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2025 was Invesco, an estimated $9.87M sold.

Based on aggregated 13F filings for Q1 2025.