NXDT

NexPoint Diversified Real Estate Trust

114 hedge funds and large institutions have $102M invested in NexPoint Diversified Real Estate Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.89% less ownership

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

7% less funds holding

Funds holding: 122114 (-8)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93K
Puts
$48K
Net Calls
Net Calls Change

Top Buyers

1 +$4.1M
2 +$1.79M
3 +$883K
4
MC
Matisse Capital
Oregon
+$645K
5
Morgan Stanley
Morgan Stanley
New York
+$422K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$20K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$15K
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$14.7K
Loomis, Sayles & Company
79
Loomis, Sayles & Company
Massachusetts
$14.1K
Legal & General Group
80
Legal & General Group
United Kingdom
$12.4K
AIP
81
Ameritas Investment Partners
Nebraska
$12.3K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$10.8K
EWA
83
EverSource Wealth Advisors
Alabama
$9.61K
NA
84
NewEdge Advisors
Louisiana
$9.04K
Comerica Bank
85
Comerica Bank
Texas
$8.93K
NFSG
86
Newbridge Financial Services Group
Florida
$7.34K
ADL
87
Asset Dedication LLC
California
$7.3K
AB
88
Amalgamated Bank
New York
$5K
SCM
89
Sterling Capital Management
North Carolina
$3.82K
FGC
90
Financial Gravity Companies
Texas
$2.67K
ACM
91
Anfield Capital Management
California
$2.48K
SIS
92
Sound Income Strategies
Florida
$1.2K
TJHA
93
Thomas J. Herzfeld Advisors
Florida
$1.09K
C
94
Covestor
United Kingdom
$1K
Russell Investments Group
95
Russell Investments Group
United Kingdom
$981
MHIP
96
Mountain Hill Investment Partners
New Jersey
$976
TWC
97
TD Waterhouse Canada
Ontario, Canada
$650
AAP
98
Arax Advisory Partners
Colorado
$562
TWD
99
True Wealth Design
Ohio
$516
HI
100
Harbour Investments
Wisconsin
$444