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NXDT

NexPoint Diversified Real Estate Trust
NXDT

122 hedge funds and large institutions have $94.4M invested in NexPoint Diversified Real Estate Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

6% more capital invested

Capital invested by funds: $88.7M → $94.4M (+$5.66M)

2% more funds holding

Funds holding: 120 → 122 (+2)

0.53% less ownership

Funds ownership: 50.79% → 50.26% (-0.53%)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
55
Reduced
43
Closed
14
Calls
$375K
Puts
–
Net Calls
+$375K
Net Calls Change
+$253K

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$5.29M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.01M
3
NAM
Nexpoint Asset Management
Texas
+$406K
4
BlackRock
BlackRock
New York
+$393K
5
Charles Schwab
Charles Schwab
California
+$307K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.48M
2
Morgan Stanley
Morgan Stanley
New York
-$1.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$749K
4
UBS Group
UBS Group
Switzerland
-$608K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
C
101
Covestor
United Kingdom
$1K – – –
MHIP
102
Mountain Hill Investment Partners
New Jersey
$961 +$30 +9 +4%
GI
103
GAMMA Investing
California
$701 +$601 +183 New
BWA
104
Basecamp Wealth Advisors
Washington
$552 +$473 +144 New
AAP
105
Arax Advisory Partners
Colorado
$537 -$1.65K -503 -78%
HI
106
Harbour Investments
Wisconsin
$421 -$6.75K -2,055 -95%
EWA
107
EverSource Wealth Advisors
Alabama
$341 -$263 -80 -47%
EP
108
Essential Partners
California
$253 +$158 +48 +267%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$233 +$3 +1 +2%
AF
110
Allworth Financial
California
$154 +$125 +38 +1,900%
CTA
111
Colonial Trust Advisors
South Carolina
$119 – – –
TFA
112
Transamerica Financial Advisors
Florida
$100 +$85 +26 New
FUBT
113
First United Bank & Trust
Maryland
$76 -$2.97K -904 -98%
SAM
114
Smartleaf Asset Management
Massachusetts
$67 -$341 -104 -85%
RIL
115
Rothschild Investment LLC
Illinois
$50 +$43 +13 New
SWM
116
SHP Wealth Management
Massachusetts
$46 +$39 +12 New
TWD
117
True Wealth Design
Ohio
$16 -$263 -80 -95%
FFA
118
Farther Finance Advisors
California
$15 – – –
CPG
119
Cornerstone Planning Group
New Jersey
$9 -$998 -304 -99%
DF
120
Dunhill Financial
United Kingdom
$5 +$3 +1 New
MCM
121
MAI Capital Management
Ohio
$4 -$10 -3 -75%
AGWCA
122
Annis Gardner Whiting Capital Advisors
Florida
$4 – – –
Citadel Advisors
123
Citadel Advisors
Florida
– -$749K -228,012 Closed
Renaissance Technologies
124
Renaissance Technologies
New York
– -$304K -82,435 Closed
AAA
125
Adams Asset Advisors
Texas
– -$208K -56,300 Closed
2 3 4
5
6

NXDT Hedge Fund Activity: Q4 2025 in Review

122 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2025, worth a combined $94.4M — up 6.4% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 14 closed out — a net gain of 5 holders — while 55 added to existing stakes and 43 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $5.29M. The largest seller was Vanguard Group, cutting an estimated $4.48M.

  • 122 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2025, up from 120 in Q3 2025.
  • Funds reported $94.4M of NexPoint Diversified Real Estate Trust stock for Q4 2025, up 6.4% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2025 and 14 closed out, a net change of +5 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2025 was Wedbush Securities, an estimated $5.29M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2025 was Vanguard Group, an estimated $4.48M sold.

Based on aggregated 13F filings for Q4 2025.