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 20 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12K
Puts
$60K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Sterling Capital Management
North Carolina
$2.33K
ACM
102
Anfield Capital Management
California
$2.21K
CCM
103
Coldstream Capital Management
Washington
$2.05K
HI
104
Harbour Investments
Wisconsin
$1.8K
TJHA
105
Thomas J. Herzfeld Advisors
Florida
$1.37K
SIS
106
Sound Income Strategies
Florida
$1.07K
C
107
Covestor
United Kingdom
$1K
MHIP
108
Mountain Hill Investment Partners
New Jersey
$859
AAP
109
Arax Advisory Partners
Colorado
$502
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$249
EWA
111
EverSource Wealth Advisors
Alabama
$180
VCM
112
Versant Capital Management
Arizona
$169
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$155
RIL
114
Rothschild Investment LLC
Illinois
$134
CTA
115
Colonial Trust Advisors
South Carolina
$119
TWD
116
True Wealth Design
Ohio
$69
PWMG
117
Private Wealth Management Group
New Jersey
$46
MCM
118
MAI Capital Management
Ohio
$15
GI
119
GAMMA Investing
California
$8
CPG
120
Cornerstone Planning Group
New Jersey
$7
CIAM
121
Caitong International Asset Management
Hong Kong
$4
AF
122
Allworth Financial
California
$4
PLC
123
Peapod Lane Capital
New York
FFA
124
First Foundation Advisors
California
Two Sigma Investments
125
Two Sigma Investments
New York