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NexPoint Diversified Real Estate Trust (NXDT) Institutional Ownership

NexPoint Diversified Real Estate Trust logo
$3.80 +0.05 (+1.33%)
As of 09/12/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for NexPoint Diversified Real Estate Trust (NYSE:NXDT)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$28.03M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$10.97M
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NXDT Institutional Buying and Selling by Quarter

NexPoint Diversified Real Estate Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 BTG Pactual Asset Management US LLC83,814$351K0.0%+3.5%0.000%
8/15/2025 Bank of America Corp DE18,756$79K0.0%-19.6%0.000%
8/14/2025 Raymond James Financial Inc.77,916$326K0.0%+4.6%0.000%
8/14/2025 Sei Investments Co.18,690$78K0.0%N/A0.000%
8/13/2025 Invesco Ltd.28,663$120K0.0%+28.6%0.000%
8/12/2025 XTX Topco Ltd56,517$237K0.0%+61.3%0.000%
8/12/2025 JPMorgan Chase & Co.45,888$192K0.0%-31.8%0.000%
8/8/2025 Intech Investment Management LLC15,808$66K0.0%-39.7%0.000%
8/8/2025 Cetera Investment Advisers38,543$161K0.0%+10.0%0.000%
8/8/2025 Geode Capital Management LLC958,431$4.02M0.0%+1.1%0.000%
8/6/2025 Legacy Investment Solutions LLC82,004$344K0.2%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.41,423$174K0.0%-10.8%0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.37,031$155K0.0%+7.3%0.000%
7/25/2025 Sovereign Financial Group Inc.22,912$96K0.0%-28.8%0.000%
7/23/2025 Matisse Capital819,900$3.44M1.6%+23.1%0.000%
7/23/2025 MADDEN SECURITIES Corp210,745$883K0.3%N/A0.000%
7/17/2025 Capital Investment Advisors LLC18,584$78K0.0%-20.3%0.000%
7/17/2025 Camelot Portfolios LLC367,739$1.54M0.9%-1.4%0.000%
5/29/2025Rhumbline Advisers39,168$150K0.0%-15.9%0.000%
5/28/2025Strs Ohio6,834$26K0.0%N/A0.000%
5/19/2025Jane Street Group LLC109,836$421K0.0%N/A0.000%
5/16/2025Goldman Sachs Group Inc.433,989$1.66M0.0%-16.4%0.000%
5/16/2025Legacy Wealth Managment LLC ID82,717$317K0.2%-7.4%0.000%
5/16/2025Nexpoint Asset Management L.P.3,984,712$15.26M1.3%-1.3%0.000%
5/16/2025Concorde Asset Management LLC291,168$1.21M0.6%+18.1%0.000%
5/16/2025AQR Capital Management LLC15,999$61K0.0%-43.0%0.000%
5/15/2025Cubist Systematic Strategies LLC144,514$553K0.0%N/A0.000%
5/13/2025Wealthedge Investment Advisors LLC22,852$88K0.0%N/A0.000%
5/13/2025Nations Financial Group Inc. IA ADV236,994$908K0.1%+3.7%0.000%
5/12/2025Nuveen LLC120,834$463K0.0%N/A0.000%
5/12/2025Invesco Ltd.22,291$85K0.0%-98.9%0.000%
5/9/2025Deutsche Bank AG46,413$178K0.0%-8.4%0.000%
5/8/2025XTX Topco Ltd35,045$134K0.0%N/A0.000%
5/7/2025TCW Group Inc.500,000$1.92M0.0%N/A0.000%
5/6/2025Avantax Advisory Services Inc.11,364$44K0.0%N/A0.000%
4/30/2025Burford Brothers Inc.41,137$158K0.1%-65.8%0.000%
4/24/2025Matisse Capital665,917$2.55M1.3%+25.9%0.000%
4/23/2025Oppenheimer & Co. Inc.277,663$1.06M0.0%+2.9%0.000%
4/21/2025Adams Asset Advisors LLC56,300$216K0.0%-49.4%0.000%
4/14/2025Capital Investment Advisors LLC23,311$89K0.0%-20.6%0.000%
4/11/2025Sovereign Financial Group Inc.32,195$123K0.0%-10.3%0.000%
4/8/2025Rhumbline Advisers39,168$150K0.0%-15.9%0.000%
2/17/2025Visionary Wealth Advisors29,392$179K0.0%-12.8%0.000%
2/17/2025Two Sigma Investments LP34,099$208K0.0%N/A0.000%
2/17/2025Quantinno Capital Management LP30,046$183K0.0%+8.2%0.000%
2/17/2025Nuveen Asset Management LLC151,649$925K0.0%+1.7%0.000%
2/17/2025Deutsche Bank AG50,664$309K0.0%+276.5%0.000%
2/17/2025Cetera Investment Advisers26,467$161K0.0%+9.6%0.000%
2/17/2025Bulldog Investors LLP264,468$1.61M0.4%+40.4%0.000%
2/17/2025Bank of America Corp DE35,597$217K0.0%+40.8%0.000%
2/14/2025Nexpoint Asset Management L.P.4,037,330$24.63M2.8%+8.8%0.000%
2/14/2025Northern Trust Corp296,265$1.81M0.0%+1.5%0.000%
2/14/2025Price T Rowe Associates Inc. MD13,916$85K0.0%+23.4%0.000%
2/13/2025Jump Financial LLC10,067$61K0.0%N/A0.000%
2/13/2025Barclays PLC50,465$308K0.0%+12.0%0.000%
2/13/2025Legacy Investment Solutions LLC89,287$545K0.3%-9.9%0.000%
2/13/2025Concorde Asset Management LLC246,582$1.50M0.8%+1.5%0.000%
2/13/2025Raymond James Financial Inc.75,415$460K0.0%N/A0.000%
2/13/2025Renaissance Technologies LLC10,098$62K0.0%-30.8%0.000%
2/13/2025Invesco Ltd.2,009,378$12.26M0.0%+14,717.3%0.000%
2/13/2025Envestnet Asset Management Inc.36,764$224K0.0%+12.4%0.000%
2/13/2025Dynamic Technology Lab Private Ltd11,626$71K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN37,276$227K0.0%+46.2%0.000%
2/13/2025Resona Asset Management Co. Ltd.14,180$90K0.0%N/A0.000%
2/12/2025Geode Capital Management LLC885,373$5.40M0.0%+0.6%0.000%
2/12/2025JPMorgan Chase & Co.126,495$772K0.0%+89.2%0.000%
2/12/2025Mitsubishi UFJ Asset Management Co. Ltd.31,534$192K0.0%+76.9%0.000%
2/11/2025Vanguard Group Inc.3,419,426$20.86M0.0%-3.1%0.000%
2/6/2025Raymond James Financial Inc.75,415$460K0.0%N/A0.000%
2/6/2025Proficio Capital Partners LLC28,206$172K0.0%N/A0.000%
2/6/2025Charles Schwab Investment Management Inc.296,214$1.81M0.0%+2.4%0.000%
2/5/2025Proficio Capital Partners LLC28,206$172K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.269,938$1.65M0.0%+5.5%0.000%
2/4/2025Bank of New York Mellon Corp125,107$763K0.0%-3.3%0.000%
2/3/2025Camelot Portfolios LLC243,903$1.49M1.6%-4.9%0.000%
1/30/2025Nations Financial Group Inc. IA ADV228,635$1.40M0.1%-32.8%0.000%
1/30/2025Rhumbline Advisers46,554$284K0.0%+12.1%0.000%
1/29/2025Peapod Lane Capital LLC55,016$332K0.3%N/A0.000%
1/24/2025Matisse Capital528,949$3.23M1.6%+2.7%0.000%
1/24/2025Burford Brothers Inc.120,136$733K0.4%+3.5%0.000%
1/17/2025SG Americas Securities LLC14,185$87K0.0%+24.7%0.000%
1/14/2025Marquette Asset Management LLC7,899$48K0.0%-72.5%0.000%
1/14/2025Sovereign Financial Group Inc.35,900$219K0.1%+71.7%0.000%
1/13/2025Capital Investment Advisors LLC29,353$179K0.0%-9.1%0.000%
12/26/2024JPMorgan Chase & Co.66,870$418K0.0%+130.8%0.000%
11/20/2024Virtu Financial LLC13,531$85K0.0%N/A0.000%
11/19/2024Barclays PLC45,072$281K0.0%+237.8%0.000%
11/16/2024Geode Capital Management LLC879,684$5.50M0.0%+1.8%0.000%
11/15/2024Barclays PLC45,072$281K0.0%+237.8%0.000%
11/15/2024Nomura Asset Management Co. Ltd.47,707$298K0.0%+33.4%0.000%
11/15/2024Legacy Investment Solutions LLC99,072$574K0.4%N/A0.000%
11/15/2024Jane Street Group LLC17,209$108K0.0%-43.9%0.000%
11/15/2024State Street Corp658,882$4.12M0.0%+8.2%0.000%
11/15/2024Stonehill Capital Management LLC439,796$2.75M1.6%+1.7%0.000%
11/15/2024Quantinno Capital Management LP27,768$174K0.0%+76.1%0.000%
11/13/2024FMR LLC16,627$104K0.0%+15.6%0.000%
11/12/2024Concorde Asset Management LLC242,863$1.52M0.9%+81.6%0.000%
11/12/2024Charles Schwab Investment Management Inc.289,358$1.81M0.0%+6.3%0.000%
11/8/2024SMH Capital Advisors Inc.58,624$366K1.1%-2.8%0.000%
11/6/2024Oppenheimer & Co. Inc.255,812$1.60M0.0%+15.1%0.000%
(Data available from 1/1/2016 forward)

NXDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NXDT shares?

During the previous two years, 80 institutional investors and hedge funds held shares of NexPoint Diversified Real Estate Trust. The most heavily invested institutionals were Vanguard Group Inc. ($20.86M), Nexpoint Asset Management L.P. ($15.26M), Thomas J. Herzfeld Advisors Inc. ($10.27M), State Street Corp ($4.12M), Geode Capital Management LLC ($4.02M), Matisse Capital ($3.44M), and Stonehill Capital Management LLC ($2.75M).Learn more on NexPoint Diversified Real Estate Trust's institutional investors.

Which institutional investors have been buying NexPoint Diversified Real Estate Trust's stock?

Of the 69 institutional investors that purchased NexPoint Diversified Real Estate Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($2.00M), Matisse Capital ($679.54K), TCW Group Inc. ($502.74K), Nexpoint Asset Management L.P. ($327.14K), Concorde Asset Management LLC ($233.75K), MADDEN SECURITIES Corp ($210.75K), and Vanguard Group Inc. ($189.78K).

How much institutional buying is happening at NexPoint Diversified Real Estate Trust?

Institutional investors have bought a total of 5,170,969 shares in the last 24 months. This purchase volume represents approximately $28.03M in transactions.

Which of NexPoint Diversified Real Estate Trust's major shareholders have been selling company stock?

Of the 26 institutional investors that sold NexPoint Diversified Real Estate Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($1.99M), Nations Financial Group Inc. IA ADV ($111.84K), Vanguard Group Inc. ($109.04K), Goldman Sachs Group Inc. ($85.07K), Burford Brothers Inc. ($79.00K), Adams Asset Advisors LLC ($55K), and Nexpoint Asset Management L.P. ($52.62K).

How much institutional selling is happening at NexPoint Diversified Real Estate Trust?

Institutional investors have sold a total of 2,675,250 shares in the last 24 months. This volume of shares sold represents approximately $10.97M in transactions.


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This page (NYSE:NXDT) was last updated on 9/13/2025 by MarketBeat.com Staff
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