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NXDT

NexPoint Diversified Real Estate Trust

115 hedge funds and large institutions have $102M invested in NexPoint Diversified Real Estate Trust in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 32

94% more call options, than puts

Call options by funds: $93K | Put options by funds: $48K

11% more capital invested

Capital invested by funds: $91.6M → $102M (+$10.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.89% less ownership

Funds ownership: 57.01%53.12% (-3.9%)

6% less funds holding

Funds holding: 122115 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
64
Reduced
32
Closed
18
Calls
$93K
Puts
$48K
Net Calls
+$45K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$277 -$8.82K -2,355 -97%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$242 +$217 +58 New
PAS
103
Point72 Asia (Singapore)
Singapore
$203 +$184 +49 New
CTA
104
Colonial Trust Advisors
South Carolina
$130
EP
105
Essential Partners
California
$130 +$116 +31 New
SIC
106
SJS Investment Consulting
Ohio
$80 +$71 +19 New
IA
107
IFP Advisors
Florida
$71 +$64 +17 New
AAS
108
Ameritas Advisory Services
Nebraska
$50 +$45 +12 New
SPIA
109
Steward Partners Investment Advisory
New York
$17 -$15K -4,012 -100%
MCM
110
MAI Capital Management
Ohio
$16
SAM
111
Smartleaf Asset Management
Massachusetts
$12 -$2.61K -696 -100%
CPG
112
Cornerstone Planning Group
New Jersey
$9
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$6 -$146 -39 -95%
AF
114
Allworth Financial
California
$5
AGWCA
115
Annis Gardner Whiting Capital Advisors
Florida
$5 +$4 +1 New
SCM
116
Stonehill Capital Management
New York
-$979K -255,690 Closed
CFM
117
Catalyst Funds Management
Australia
-$730K -190,477 Closed
Jane Street
118
Jane Street
New York
-$421K -109,836 Closed
ECM
119
ExodusPoint Capital Management
New York
-$241K -63,030 Closed
HF
120
HRT Financial
New York
-$229K -59,992 Closed
SG Americas Securities
121
SG Americas Securities
New York
-$141K -36,809 Closed
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
-$66.2K -17,282 Closed
CF
123
Corebridge Financial
Texas
-$63.9K -16,671 Closed
LPL Financial
124
LPL Financial
California
-$55.6K -14,523 Closed
AAS
125
Avantax Advisory Services
Texas
-$43.5K -11,364 Closed

NXDT Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q2 2025, worth a combined $102M — up 11% from $91.6M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NXDT and 13 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 64 added.

The largest buyer was Wedbush Securities, adding an estimated $3.66M. The largest seller was Goldman Sachs, cutting an estimated $1.34M.

  • 115 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q2 2025, down from 122 in Q1 2025.
  • Funds reported $102M of NexPoint Diversified Real Estate Trust stock for Q2 2025, up 11% quarter-over-quarter.
  • 13 funds opened new NexPoint Diversified Real Estate Trust positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q2 2025 was Wedbush Securities, an estimated $3.66M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q2 2025 was Goldman Sachs, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2025.