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NXDT

NexPoint Diversified Real Estate Trust

122 hedge funds and large institutions have $94.4M invested in NexPoint Diversified Real Estate Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

6% more capital invested

Capital invested by funds: $88.7M → $94.4M (+$5.66M)

2% more funds holding

Funds holding: 120122 (+2)

0.53% less ownership

Funds ownership: 50.79%50.26% (-0.53%)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
55
Reduced
43
Closed
14
Calls
$375K
Puts
Net Calls
+$375K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$24.6K -$8.32K -2,534 -28%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$20.8K +$437 +133 +3%
IA
78
IFP Advisors
Florida
$17.2K +$14.7K +4,469 +26,288%
Legal & General Group
79
Legal & General Group
United Kingdom
$11.9K +$253 +77 +3%
AIP
80
Ameritas Investment Partners
Nebraska
$11.5K +$243 +74 +3%
TRCT
81
Tower Research Capital (TRC)
New York
$11.5K -$10.3K -3,134 -51%
OBC
82
Oakum Bay Capital
Connecticut
$8.4K +$13.1K +4,000 New
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$8.34K +$144 +44 +2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$8K -$821 -250 -11%
SCM
85
Sterling Capital Management
North Carolina
$7.81K -$1.02K -312 -13%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$6.7K -$9.51K -2,897 -62%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$6K -$594 -181 -11%
AW
88
Avion Wealth
Texas
$5K +$5.05K +1,537 New
PWPS
89
Pinnacle Wealth Planning Services
Ohio
$4.82K +$4.13K +1,258 New
MIM
90
MetLife Investment Management
New Jersey
$4.5K -$998 -304 -21%
GAMC
91
Garner Asset Management Corp
Texas
$4.41K +$3.78K +1,151 New
AB
92
Amalgamated Bank
New York
$4K -$351 -107 -9%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$3.65K -$11.8K -3,609 -79%
Citigroup
94
Citigroup
New York
$3.35K +$1.5K +458 +110%
FGAM
95
Financial Gravity Asset Management
Texas
$2.56K +$53 +16 +2%
ACM
96
Anfield Capital Management
California
$2.38K +$49 +15 +2%
NA
97
NewEdge Advisors
Louisiana
$2.27K -$3.56K -1,084 -65%
Optiver Holding
98
Optiver Holding
Netherlands
$1.85K +$39 +12 +3%
SIS
99
Sound Income Strategies
Florida
$1.19K +$23 +7 +2%
TJHA
100
Thomas J. Herzfeld Advisors
Florida
$1.06K +$906 +276 New

NXDT Hedge Fund Activity: Q4 2025 in Review

122 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2025, worth a combined $94.4M — up 6.4% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 14 closed out — a net gain of 5 holders — while 55 added to existing stakes and 43 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $5.29M. The largest seller was Vanguard Group, cutting an estimated $4.48M.

  • 122 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2025, up from 120 in Q3 2025.
  • Funds reported $94.4M of NexPoint Diversified Real Estate Trust stock for Q4 2025, up 6.4% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2025 and 14 closed out, a net change of +5 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2025 was Wedbush Securities, an estimated $5.29M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2025 was Vanguard Group, an estimated $4.48M sold.

Based on aggregated 13F filings for Q4 2025.