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NXDT

NexPoint Diversified Real Estate Trust

120 hedge funds and large institutions have $88.7M invested in NexPoint Diversified Real Estate Trust in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,050% more call options, than puts

Call options by funds: $126K | Put options by funds: $4K

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

4% more funds holding

Funds holding: 115120 (+5)

2.33% less ownership

Funds ownership: 53.12%50.79% (-2.3%)

13% less capital invested

Capital invested by funds: $102M → $88.7M (-$13.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
58
Reduced
39
Closed
8
Calls
$126K
Puts
$4K
Net Calls
+$122K
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
101
Optiver Holding
Netherlands
$1.73K +$2K +470 New
Citigroup
102
Citigroup
New York
$1.54K -$56.2K -13,214 -97%
SIS
103
Sound Income Strategies
Florida
$1.03K +$30 +7 +2%
C
104
Covestor
United Kingdom
$1K +$51 +12 +7%
MHIP
105
Mountain Hill Investment Partners
New Jersey
$891 +$38 +9 +4%
EWA
106
EverSource Wealth Advisors
Alabama
$623 -$9.04K -2,124 -93%
TWC
107
TD Waterhouse Canada
Ontario, Canada
$552
SAM
108
Smartleaf Asset Management
Massachusetts
$467 +$506 +119 +3,967%
Comerica Bank
109
Comerica Bank
Texas
$417 -$8.58K -2,017 -95%
TWD
110
True Wealth Design
Ohio
$310 -$166 -39 -32%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$221 +$9 +2 +3%
CTA
112
Colonial Trust Advisors
South Carolina
$114
EP
113
Essential Partners
California
$66 -$55 -13 -42%
IA
114
IFP Advisors
Florida
$63
SS
115
Sunbelt Securities
Texas
$26 +$30 +7 New
MCM
116
MAI Capital Management
Ohio
$15
FFA
117
Farther Finance Advisors
California
$15 +$17 +4 New
AF
118
Allworth Financial
California
$8 +$4 +1 +100%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$4 -$4 -1 -50%
AGWCA
120
Annis Gardner Whiting Capital Advisors
Florida
$4
Millennium Management
121
Millennium Management
New York
-$254K -60,614 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$177K -42,344 Closed
WIA
123
Wealthedge Investment Advisors
New York
-$94.3K -22,513 Closed
Mariner
124
Mariner
Kansas
-$48.2K -11,511 Closed
TJHA
125
Thomas J. Herzfeld Advisors
Florida
-$1.09K -261 Closed

NXDT Hedge Fund Activity: Q3 2025 in Review

120 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q3 2025, worth a combined $88.7M — down 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NXDT positions and 8 closed out — a net gain of 7 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Nexpoint Asset Management, adding an estimated $2.1M. The largest seller was Wedbush Securities, cutting an estimated $8.89M.

  • 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q3 2025, up from 115 in Q2 2025.
  • Funds reported $88.7M of NexPoint Diversified Real Estate Trust stock for Q3 2025, down 13% quarter-over-quarter.
  • 15 funds opened new NexPoint Diversified Real Estate Trust positions in Q3 2025 and 8 closed out, a net change of +7 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q3 2025 was Nexpoint Asset Management, an estimated $2.1M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q3 2025 was Wedbush Securities, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2025.