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NXDT

NexPoint Diversified Real Estate Trust

115 hedge funds and large institutions have $102M invested in NexPoint Diversified Real Estate Trust in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

94% more call options, than puts

Call options by funds: $93K | Put options by funds: $48K

11% more capital invested

Capital invested by funds: $91.6M → $102M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.89% less ownership

Funds ownership: 57.01%53.12% (-3.9%)

6% less funds holding

Funds holding: 122115 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
64
Reduced
32
Closed
18
Calls
$93K
Puts
$48K
Net Calls
+$45K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$15K +$10.3K +2,756 +369%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$14.7K +$5K +1,334 +61%
Loomis, Sayles & Company
78
Loomis, Sayles & Company
Massachusetts
$14.1K +$322 +86 +3%
Legal & General Group
79
Legal & General Group
United Kingdom
$12.4K +$285 +76 +3%
AIP
80
Ameritas Investment Partners
Nebraska
$12.3K +$562 +150 +5%
Osaic Holdings
81
Osaic Holdings
Arizona
$11.4K -$1.3K -347 -11%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$10.8K -$6.35K -1,694 -40%
EWA
83
EverSource Wealth Advisors
Alabama
$9.61K +$8.41K +2,246 +4,779%
NA
84
NewEdge Advisors
Louisiana
$9.04K +$2.13K +569 +36%
Comerica Bank
85
Comerica Bank
Texas
$8.93K +$352 +94 +5%
NFSG
86
Newbridge Financial Services Group
Florida
$7.34K +$6.56K +1,751 New
ADL
87
Asset Dedication LLC
California
$7.3K +$150 +40 +2%
AB
88
Amalgamated Bank
New York
$5K +$116 +31 +3%
SCM
89
Sterling Capital Management
North Carolina
$3.82K +$1.14K +304 +50%
FGC
90
Financial Gravity Companies
Texas
$2.67K +$2.39K +637 New
ACM
91
Anfield Capital Management
California
$2.48K +$56 +15 +3%
SIS
92
Sound Income Strategies
Florida
$1.2K +$26 +7 +3%
TJHA
93
Thomas J. Herzfeld Advisors
Florida
$1.09K -$360 -96 -27%
C
94
Covestor
United Kingdom
$1K +$22 +6 +4%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$981 -$2.79K -746 -76%
MHIP
96
Mountain Hill Investment Partners
New Jersey
$976 +$34 +9 +4%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$650 +$562 +150 New
AAP
98
Arax Advisory Partners
Colorado
$562 +$11 +3 +2%
TWD
99
True Wealth Design
Ohio
$516 +$393 +105 +583%
HI
100
Harbour Investments
Wisconsin
$444 -$1.37K -365 -77%

NXDT Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q2 2025, worth a combined $102M — up 11% from $91.6M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NXDT and 13 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Wedbush Securities, adding an estimated $3.66M. The largest seller was Goldman Sachs, cutting an estimated $1.34M.

  • 115 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q2 2025, down from 122 in Q1 2025.
  • Funds reported $102M of NexPoint Diversified Real Estate Trust stock for Q2 2025, up 11% quarter-over-quarter.
  • 13 funds opened new NexPoint Diversified Real Estate Trust positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q2 2025 was Wedbush Securities, an estimated $3.66M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q2 2025 was Goldman Sachs, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2025.