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NXDT

NexPoint Diversified Real Estate Trust
NXDT

120 hedge funds and large institutions have $146M invested in NexPoint Diversified Real Estate Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more capital invested

Capital invested by funds: $135M → $146M (+$11.3M)

4.1% more ownership

Funds ownership: 53.12% → 57.22% (+4.1%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 120 → 120 (0)

Holders
120
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
68
Reduced
30
Closed
15
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$49K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$11.7M
2
NAM
Nexpoint Asset Management
Texas
+$1.92M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
BlackRock
BlackRock
New York
+$1.46M
5
BI
Bulldog Investors
New Jersey
+$446K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.89M
2
AI
Acuitas Investments
Washington
-$1.22M
3
NFG
Nations Financial Group
Iowa
-$656K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$640K
5
Millennium Management
Millennium Management
New York
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
101
Private Wealth Management Group
New Jersey
$3.04K +$29 +5 +1%
FFA
102
Farther Finance Advisors
California
$2.12K -$52.9K -9,018 -96%
SIS
103
Sound Income Strategies
Florida
$1.67K +$23 +4 +1%
EWA
104
EverSource Wealth Advisors
Alabama
$1.66K -$2.43K -414 -60%
TJHA
105
Thomas J. Herzfeld Advisors
Florida
$1.52K +$18 +3 +1%
MHIP
106
Mountain Hill Investment Partners
New Jersey
$1.32K +$1.27K +216 New
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
$1.11K +$18 +3 +2%
C
108
Covestor
United Kingdom
$1K – – –
AWM
109
Avior Wealth Management
Nebraska
$799 +$12 +2 +2%
DAM
110
Delta Asset Management
Tennessee
$653 +$6 +1 +0.9%
RIL
111
Rothschild Investment LLC
Illinois
$366 +$235 +40 +200%
CSWM
112
Cassady Schiller Wealth Management
Ohio
$262 +$252 +43 New
MCM
113
MAI Capital Management
Ohio
$193 +$188 +32 New
CTA
114
Colonial Trust Advisors
South Carolina
$189 +$182 +31 New
CIAM
115
Caitong International Asset Management
Hong Kong
$165 +$158 +27 New
HNB
116
Huntington National Bank
Ohio
$18 – – –
DF
117
Dunhill Financial
United Kingdom
$16 – – –
CPG
118
Cornerstone Planning Group
New Jersey
$11 – – –
AF
119
Allworth Financial
California
$6 +$6 +1 New
AI
120
Acuitas Investments
Washington
– -$1.22M -195,861 Closed
Millennium Management
121
Millennium Management
New York
– -$475K -76,011 Closed
NAS
122
NWF Advisory Services
California
– -$178K -28,468 Closed
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
– -$169K -26,994 Closed
PWPS
124
Pinnacle Wealth Planning Services
Ohio
– -$166K -26,620 Closed
Jane Street
125
Jane Street
New York
– -$108K -17,209 Closed
2 3 4
5
6

NXDT Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2024, worth a combined $146M — up 8.4% from $135M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 15 closed out — a net gain of 1 holder — while 68 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $1.89M.

  • 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $146M of NexPoint Diversified Real Estate Trust stock for Q4 2024, up 8.4% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2024 and 15 closed out, a net change of +1 holder.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2024 was Invesco, an estimated $11.7M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2024 was Morgan Stanley, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2024.