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NXDT

NexPoint Diversified Real Estate Trust
NXDT

127 hedge funds and large institutions have $120M invested in NexPoint Diversified Real Estate Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 32

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $94.4M → $120M (+$25.8M)

4% more funds holding

Funds holding: 122 → 127 (+5)

2.13% more ownership

Funds ownership: 50.26% → 52.39% (+2.1%)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
72
Reduced
32
Closed
9
Calls
$245K
Puts
–
Net Calls
+$245K
Net Calls Change
-$130K

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$9.68M
2
NAM
Nexpoint Asset Management
Texas
+$1.51M
3
TG
TCW Group
California
+$596K
4
N
Nuveen
North Carolina
+$496K
5
UBS Group
UBS Group
Switzerland
+$455K

Top Sellers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
-$8.32M
2
GC
GatePass Capital
Ohio
-$989K
3
Morgan Stanley
Morgan Stanley
New York
-$660K
4
HF
HRT Financial
New York
-$368K
5
SCA
SMH Capital Advisors
Texas
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
Optiver Holding
101
Optiver Holding
Netherlands
$1.76K -$466 -104 -22%
EP
102
Essential Partners
California
$1.38K +$1.03K +229 +347%
TJHA
103
Thomas J. Herzfeld Advisors
Florida
$1.33K +$40 +9 +3%
MHIP
104
Mountain Hill Investment Partners
New Jersey
$1.21K +$40 +9 +4%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1K -$4.99K -1,115 -76%
C
106
Covestor
United Kingdom
$1K +$31 +7 +4%
EWA
107
EverSource Wealth Advisors
Alabama
$719 +$291 +65 +73%
AF
108
Allworth Financial
California
$458 +$260 +58 +145%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$290 +$4 +1 +2%
MCM
110
MAI Capital Management
Ohio
$253 +$237 +53 +5,300%
RIL
111
Rothschild Investment LLC
Illinois
$196 +$130 +29 +223%
DFA
112
DHJJ Financial Advisors
Illinois
$164 +$157 +35 New
CTA
113
Colonial Trust Advisors
South Carolina
$145 – – –
AF
114
Advisornet Financial
Minnesota
$145 +$139 +31 New
TFA
115
Transamerica Financial Advisors
Florida
$121 – – –
ADL
116
Asset Dedication LLC
California
$102 +$99 +22 New
FFA
117
Farther Finance Advisors
California
$67 +$49 +11 +275%
SWM
118
SHP Wealth Management
Massachusetts
$56 – – –
TWD
119
True Wealth Design
Ohio
$38 +$18 +4 +100%
BWA
120
Basecamp Wealth Advisors
Washington
$14 -$631 -141 -98%
SAM
121
Smartleaf Asset Management
Massachusetts
$14 -$67 -15 -83%
CPG
122
Cornerstone Planning Group
New Jersey
$11 – – –
CIAM
123
Caitong International Asset Management
Hong Kong
$9 +$9 +2 New
AGWCA
124
Annis Gardner Whiting Capital Advisors
Florida
$5 – – –
DF
125
Dunhill Financial
United Kingdom
$5 – – –
2 3 4
5
6

NXDT Hedge Fund Activity: Q1 2026 in Review

127 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2026, worth a combined $120M — up 27% from $94.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 9 closed out — a net gain of 7 holders — while 72 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $9.68M. The largest seller was Wedbush Securities, cutting an estimated $8.32M.

  • 127 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2026, up from 122 in Q4 2025.
  • Funds reported $120M of NexPoint Diversified Real Estate Trust stock for Q1 2026, up 27% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2026 and 9 closed out, a net change of +7 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2026 was Raymond James Financial, an estimated $9.68M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2026 was Wedbush Securities, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2026.