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NXDT

NexPoint Diversified Real Estate Trust
NXDT

120 hedge funds and large institutions have $146M invested in NexPoint Diversified Real Estate Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more capital invested

Capital invested by funds: $135M → $146M (+$11.3M)

4.1% more ownership

Funds ownership: 53.12% → 57.22% (+4.1%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 120 → 120 (0)

Holders
120
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
68
Reduced
30
Closed
15
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$49K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$11.7M
2
NAM
Nexpoint Asset Management
Texas
+$1.92M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
BlackRock
BlackRock
New York
+$1.46M
5
BI
Bulldog Investors
New Jersey
+$446K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.89M
2
AI
Acuitas Investments
Washington
-$1.22M
3
NFG
Nations Financial Group
Iowa
-$656K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$640K
5
Millennium Management
Millennium Management
New York
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1
Nexpoint Asset Management
Texas
$24.6M +$1.92M +327,144 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.9M -$640K -109,043 -3%
BlackRock
3
BlackRock
New York
$16.8M +$1.46M +249,211 +10%
Morgan Stanley
4
Morgan Stanley
New York
$16M -$1.89M -322,197 -11%
Invesco
5
Invesco
Georgia
$12.3M +$11.7M +1,995,817 +14,717%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.4M +$33.4K +5,689 +0.6%
WS
7
Wedbush Securities
California
$5.15M -$182K -31,003 -4%
State Street
8
State Street
Massachusetts
$4.05M +$26K +4,437 +0.7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.3M -$103K -17,592 -3%
MC
10
Matisse Capital
Oregon
$3.23M +$80.6K +13,745 +3%
Goldman Sachs
11
Goldman Sachs
New York
$3.17M -$74.8K -12,741 -2%
SCM
12
Stonehill Capital Management
New York
$2.73M +$40.5K +6,909 +2%
UBS Group
13
UBS Group
Switzerland
$1.91M +$1.73M +294,919 +1,627%
Northern Trust
14
Northern Trust
Illinois
$1.81M +$25.1K +4,280 +1%
Charles Schwab
15
Charles Schwab
California
$1.81M +$40.2K +6,856 +2%
OC
16
Oppenheimer & Co
New York
$1.65M +$82.9K +14,126 +6%
BI
17
Bulldog Investors
New Jersey
$1.61M +$446K +76,084 +40%
CAM
18
Concorde Asset Management
Michigan
$1.5M +$21.8K +3,719 +2%
CP
19
Camelot Portfolios
Ohio
$1.49M -$73.9K -12,591 -5%
NFG
20
Nations Financial Group
Iowa
$1.39M -$656K -111,843 -33%
N
21
Nuveen
North Carolina
$925K +$14.7K +2,511 +2%
GC
22
GatePass Capital
Ohio
$839K +$807K +137,553 New
JP Morgan Chase
23
JP Morgan Chase
New York
$772K +$350K +59,625 +89%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$763K -$25.4K -4,324 -3%
BB
25
Burford Brothers
Texas
$733K +$23.9K +4,066 +4%
1
2 3 4 5

NXDT Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2024, worth a combined $146M — up 8.4% from $135M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NXDT positions and 15 closed out — a net gain of 1 holder — while 68 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $1.89M.

  • 120 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $146M of NexPoint Diversified Real Estate Trust stock for Q4 2024, up 8.4% quarter-over-quarter.
  • 16 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2024 and 15 closed out, a net change of +1 holder.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q4 2024 was Invesco, an estimated $11.7M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q4 2024 was Morgan Stanley, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2024.