NXDT

NexPoint Diversified Real Estate Trust

117 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, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$126K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
101
Optiver Holding
Netherlands
$1.73K
Citigroup
102
Citigroup
New York
$1.54K
SIS
103
Sound Income Strategies
Florida
$1.03K
C
104
Covestor
United Kingdom
$1K
MHIP
105
Mountain Hill Investment Partners
New Jersey
$891
EWA
106
EverSource Wealth Advisors
Alabama
$623
TWC
107
TD Waterhouse Canada
Ontario, Canada
$552
SAM
108
Smartleaf Asset Management
Massachusetts
$467
Comerica Bank
109
Comerica Bank
Texas
$417
TWD
110
True Wealth Design
Ohio
$310
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$221
CTA
112
Colonial Trust Advisors
South Carolina
$114
SS
113
Sunbelt Securities
Texas
$26
MCM
114
MAI Capital Management
Ohio
$15
FFA
115
Farther Finance Advisors
California
$15
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$4
AGWCA
117
Annis Gardner Whiting Capital Advisors
Florida
$4
Millennium Management
118
Millennium Management
New York
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
WIA
120
Wealthedge Investment Advisors
New York
Mariner
121
Mariner
Kansas
TJHA
122
Thomas J. Herzfeld Advisors
Florida
SIC
123
SJS Investment Consulting
Ohio
AAS
124
Ameritas Advisory Services
Nebraska
SPIA
125
Steward Partners Investment Advisory
New York