NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

113 hedge funds and large institutions have $100M invested in NexPoint Diversified Real Estate Trust in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
64
Reduced
31
Closed
18
Calls
$93K
Puts
$48K
Net Calls
+$45K
Net Calls Change
+$93K

Top Buyers

1
WS
Wedbush Securities
California
$10.1M
2
NAM
Nexpoint Asset Management
Texas
$18.5M
3
MS
Madden Securities
Texas
$883K
4
MC
Matisse Capital
Oregon
$3.44M
5
Morgan Stanley
Morgan Stanley
New York
$11.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$315K
2
SCM
Stonehill Capital Management
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$268K
4
CFM
Catalyst Funds Management
Australia
$0
5
UBS Group
UBS Group
Switzerland
$98.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
1
Nexpoint Asset Management
Texas
$18.5M +$1.79M +427,408 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.1M +$181K +43,195 +1%
BlackRock
3
BlackRock
New York
$12M +$96.7K +23,070 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$11.8M +$422K +100,670 +4%
WS
5
Wedbush Securities
California
$10.1M +$4.1M +977,576 +68%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.02M +$43.6K +10,399 +1%
MC
7
Matisse Capital
Oregon
$3.44M +$645K +153,983 +23%
State Street
8
State Street
Massachusetts
$2.93M +$8.31K +1,983 +0.3%
TG
9
TCW Group
California
$2.42M +$323K +77,190 +15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.2M +$41.2K +9,831 +2%
CP
11
Camelot Portfolios
Ohio
$1.54M -$21.4K -5,106 -1%
OC
12
Oppenheimer & Co
New York
$1.48M +$316K +75,349 +27%
Charles Schwab
13
Charles Schwab
California
$1.38M +$144K +34,258 +12%
Northern Trust
14
Northern Trust
Illinois
$1.19M -$21.3K -5,072 -2%
BI
15
Bulldog Investors
New Jersey
$1.17M +$60.1K +14,332 +5%
MS
16
Madden Securities
Texas
$883K +$883K +210,745 New
NL
17
Nuveen LLC
North Carolina
$651K +$144K +34,453 +29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$558K +$34.5K +8,228 +7%
NFG
19
Nations Financial Group
Iowa
$535K -$458K -109,285 -46%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$370K +$370K +88,416 New
MFG
21
MidWestOne Financial Group
Iowa
$356K – – –
BPAMU
22
BTG Pactual Asset Management US
New York
$351K +$11.8K +2,817 +3%
LWMI
23
Legacy Wealth Management (Idaho)
Idaho
$344K -$2.99K -713 -0.9%
LIS
24
Legacy Investment Solutions
Idaho
$344K +$344K +82,004 New
Raymond James Financial
25
Raymond James Financial
Florida
$326K +$14.2K +3,399 +5%
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