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

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 120122 (+2)

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

0.2% less ownership

Funds ownership: 57.22%57.01% (-0.2%)

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
+2
Holders Change %
+1.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
49
Reduced
49
Closed
15
Calls
$12K
Puts
$60K
Net Calls
-$48K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1
Nexpoint Asset Management
Texas
$15.3M -$261K -52,618 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.6M +$706K +142,199 +4%
BlackRock
3
BlackRock
New York
$10.9M +$444K +89,292 +3%
Morgan Stanley
4
Morgan Stanley
New York
$10.4M +$527K +106,177 +4%
WS
5
Wedbush Securities
California
$5.51M +$2.96M +595,185 +71%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.63M +$311K +62,659 +7%
State Street
7
State Street
Massachusetts
$2.67M +$172K +34,586 +5%
MC
8
Matisse Capital
Oregon
$2.55M +$680K +136,968 +26%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.97M -$129K -26,000 -5%
TG
10
TCW Group
California
$1.92M +$2.48M +500,000 New
Goldman Sachs
11
Goldman Sachs
New York
$1.66M -$423K -85,067 -16%
CP
12
Camelot Portfolios
Ohio
$1.43M +$640K +128,942 +53%
GC
13
GatePass Capital
Ohio
$1.36M +$1.08M +217,456 +158%
CAM
14
Concorde Asset Management
Michigan
$1.21M +$221K +44,586 +18%
Charles Schwab
15
Charles Schwab
California
$1.13M -$9.42K -1,896 -0.6%
Northern Trust
16
Northern Trust
Illinois
$1.1M -$38.5K -7,754 -3%
OC
17
Oppenheimer & Co
New York
$1.06M +$38.4K +7,725 +3%
BI
18
Bulldog Investors
New Jersey
$1.01M
SCM
19
Stonehill Capital Management
New York
$979K -$949K -191,015 -43%
Citadel Advisors
20
Citadel Advisors
Florida
$944K +$880K +177,157 +255%
NFG
21
Nations Financial Group
Iowa
$908K +$41.5K +8,359 +4%
CFM
22
Catalyst Funds Management
Australia
$730K +$946K +190,477 New
UBS Group
23
UBS Group
Switzerland
$608K -$767K -154,340 -49%
CSS
24
Cubist Systematic Strategies
Connecticut
$553K +$718K +144,514 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$478K -$1.35K -271 -0.2%

NXDT Hedge Fund Activity: Q1 2025 in Review

122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2025, worth a combined $91.6M — down 37% from $146M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NXDT positions and 15 closed out — a net gain of 4 holders — while 49 added to existing stakes and 49 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $2.96M. The largest seller was Invesco, cutting an estimated $9.87M.

  • 122 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2025, up from 120 in Q4 2024.
  • Funds reported $91.6M of NexPoint Diversified Real Estate Trust stock for Q1 2025, down 37% quarter-over-quarter.
  • 19 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2025 and 15 closed out, a net change of +4 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2025 was Wedbush Securities, an estimated $2.96M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2025 was Invesco, an estimated $9.87M sold.

Based on aggregated 13F filings for Q1 2025.