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NXDT

NexPoint Diversified Real Estate Trust

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: 120122 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1
Nexpoint Asset Management
Texas
$19.3M +$406K +123,634 +3%
BlackRock
2
BlackRock
New York
$11.6M +$393K +119,744 +4%
Morgan Stanley
3
Morgan Stanley
New York
$10.3M -$1.2M -364,917 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.36M -$4.48M -1,364,191 -38%
WS
5
Wedbush Securities
California
$7.43M +$5.29M +1,612,783 +494%
Raymond James Financial
6
Raymond James Financial
Florida
$3.81M +$3.01M +916,901 +1,193%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.45M -$411K -125,310 -12%
MC
8
Matisse Capital
Oregon
$3.3M -$273K -83,238 -9%
State Street
9
State Street
Massachusetts
$3.17M +$130K +39,632 +5%
TG
10
TCW Group
California
$2.81M +$88.3K +26,911 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.82M -$143K -43,516 -8%
Charles Schwab
12
Charles Schwab
California
$1.43M +$307K +93,580 +34%
GC
13
GatePass Capital
Ohio
$1.39M -$234K -71,319 -16%
OC
14
Oppenheimer & Co
New York
$1.34M +$13.2K +4,007 +1%
CP
15
Camelot Portfolios
Ohio
$1.17M -$99.4K -30,275 -9%
CAM
16
Concorde Asset Management
Michigan
$1.15M -$88.5K -26,954 -8%
BI
17
Bulldog Investors
New Jersey
$1.12M +$47K +14,320 +5%
Northern Trust
18
Northern Trust
Illinois
$1.04M -$45.3K -13,794 -5%
MS
19
Madden Securities
Texas
$849K +$17.9K +5,447 +3%
NFG
20
Nations Financial Group
Iowa
$634K +$148K +45,001 +37%
N
21
Nuveen
North Carolina
$622K +$13.2K +4,034 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$561K +$9.48K +2,889 +2%
UBS Group
23
UBS Group
Switzerland
$452K -$608K -185,126 -61%
Jane Street
24
Jane Street
New York
$419K +$155K +47,284 +76%
Goldman Sachs
25
Goldman Sachs
New York
$393K +$142K +43,120 +72%

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.