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NXDT

NexPoint Diversified Real Estate Trust

122 hedge funds and large institutions have $91.6M invested in NexPoint Diversified Real Estate Trust in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 120122 (+2)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

0.2% less ownership

Funds ownership: 57.22%57.01% (-0.2%)

37% less capital invested

Capital invested by funds: $146M → $91.6M (-$54.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

80% less call options, than puts

Call options by funds: $12K | Put options by funds: $60K

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
49
Reduced
49
Closed
15
Calls
$12K
Puts
$60K
Net Calls
-$48K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Sterling Capital Management
North Carolina
$2.33K -$2.23K -450 -43%
ACM
102
Anfield Capital Management
California
$2.21K +$2.87K +578 New
CCM
103
Coldstream Capital Management
Washington
$2.05K +$2.66K +536 New
HI
104
Harbour Investments
Wisconsin
$1.8K -$6.52K -1,313 -74%
TJHA
105
Thomas J. Herzfeld Advisors
Florida
$1.37K +$536 +108 +43%
SIS
106
Sound Income Strategies
Florida
$1.07K +$35 +7 +3%
C
107
Covestor
United Kingdom
$1K +$15 +3 +2%
MHIP
108
Mountain Hill Investment Partners
New Jersey
$859 +$40 +8 +4%
AAP
109
Arax Advisory Partners
Colorado
$502 -$2.66K -536 -80%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$249 -$13.7K -2,765 -98%
EWA
111
EverSource Wealth Advisors
Alabama
$180 -$1.12K -225 -83%
VCM
112
Versant Capital Management
Arizona
$169 -$16.5K -3,321 -99%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$155 -$700 -141 -77%
RIL
114
Rothschild Investment LLC
Illinois
$134 -$124 -25 -42%
CTA
115
Colonial Trust Advisors
South Carolina
$119
TWD
116
True Wealth Design
Ohio
$69 +$89 +18 New
PWMG
117
Private Wealth Management Group
New Jersey
$46 -$2.42K -487 -98%
MCM
118
MAI Capital Management
Ohio
$15 -$139 -28 -88%
GI
119
GAMMA Investing
California
$8 -$3.14K -632 -100%
CPG
120
Cornerstone Planning Group
New Jersey
$7
CIAM
121
Caitong International Asset Management
Hong Kong
$4 -$129 -26 -96%
AF
122
Allworth Financial
California
$4
PLC
123
Peapod Lane Capital
New York
-$332K -55,016 Closed
FFA
124
First Foundation Advisors
California
-$317K -51,988 Closed
Two Sigma Investments
125
Two Sigma Investments
New York
-$208K -34,099 Closed

NXDT Hedge Fund Activity: Q1 2025 in Review

122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2025, worth a combined $91.6M — down 37% from $146M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 15 closed out — a net gain of 4 holders — while 49 added to existing stakes and 49 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.96M. The largest seller was Invesco, cutting an estimated $9.87M.

  • 122 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $91.6M of NexPoint Diversified Real Estate Trust stock for Q1 2025, down 37% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2025 and 15 closed out, a net change of +4 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2025 was Wedbush Securities, an estimated $2.96M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2025 was Invesco, an estimated $9.87M sold.

Based on aggregated 13F filings for Q1 2025.