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NXDT

NexPoint Diversified Real Estate Trust

120 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, 58 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $126K | Put options by funds: $4K

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

4% more funds holding

Funds holding: 115120 (+5)

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
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
58
Reduced
39
Closed
8
Calls
$126K
Puts
$4K
Net Calls
+$122K
Net Calls Change
+$77K
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 +$557 +131 +3%
Osaic Holdings
77
Osaic Holdings
Arizona
$19.2K +$9.75K +2,291 +84%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$17.1K -$2.39K -562 -11%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$16.8K +$19.4K +4,562 New
Loomis, Sayles & Company
80
Loomis, Sayles & Company
Massachusetts
$12.5K +$51 +12 +0.4%
Legal & General Group
81
Legal & General Group
United Kingdom
$11.2K +$336 +79 +3%
AIP
82
Ameritas Investment Partners
Nebraska
$10.8K -$4 -1 -0%
CPG
83
Cornerstone Planning Group
New Jersey
$9.37K +$1.29K +304 +15,200%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$9K -$4.8K -1,129 -32%
SCM
85
Sterling Capital Management
North Carolina
$8.68K +$6.13K +1,440 +158%
HI
86
Harbour Investments
Wisconsin
$7.99K +$8.76K +2,059 +1,942%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$7.87K +$8.79K +2,067 +3,132%
NFSG
88
Newbridge Financial Services Group
Florida
$6.7K +$277 +65 +4%
NA
89
NewEdge Advisors
Louisiana
$6.19K -$2.04K -479 -22%
PD
90
Point72 (DIFC)
United Arab Emirates
$6.13K +$7.07K +1,662 New
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$6K -$34K -7,995 -83%
PAS
92
Point72 Asia (Singapore)
Singapore
$5.59K +$6.23K +1,465 +2,990%
MIM
93
MetLife Investment Management
New Jersey
$5.46K -$93.2K -21,901 -94%
AB
94
Amalgamated Bank
New York
$5K +$132 +31 +3%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.01K -$6.33K -1,489 -58%
FUBT
96
First United Bank & Trust
Maryland
$3.42K +$3.94K +927 New
ADL
97
Asset Dedication LLC
California
$3.08K -$3.86K -907 -52%
FGAM
98
Financial Gravity Asset Management
Texas
$2.41K +$2.78K +653 New
AAP
99
Arax Advisory Partners
Colorado
$2.37K +$2.17K +509 +380%
ACM
100
Anfield Capital Management
California
$2.24K +$60 +14 +2%

NXDT Hedge Fund Activity: Q3 2025 in Review

120 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q3 2025, worth a combined $88.7M — down 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NXDT positions and 8 closed out — a net gain of 7 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Nexpoint Asset Management, adding an estimated $2.1M. The largest seller was Wedbush Securities, cutting an estimated $8.89M.

  • 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q3 2025, up from 115 in Q2 2025.
  • Funds reported $88.7M of NexPoint Diversified Real Estate Trust stock for Q3 2025, down 13% quarter-over-quarter.
  • 15 funds opened new NexPoint Diversified Real Estate Trust positions in Q3 2025 and 8 closed out, a net change of +7 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q3 2025 was Nexpoint Asset Management, an estimated $2.1M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q3 2025 was Wedbush Securities, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2025.