Free Trial

NexPoint Diversified Real Estate Trust (NXDT) Institutional Ownership

NexPoint Diversified Real Estate Trust logo
$3.65 +0.12 (+3.40%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for NexPoint Diversified Real Estate Trust (NYSE:NXDT)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$26.29M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.55M
Get NXDT Insider Trade Alerts

Want to know when executives and insiders are buying or selling NexPoint Diversified Real Estate Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NXDT Institutional Buying and Selling by Quarter

NexPoint Diversified Real Estate Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Burford Brothers Inc.41,137$158K0.1%-65.8%0.000%
4/24/2025 Matisse Capital665,917$2.55M1.3%+25.9%0.000%
4/23/2025 Oppenheimer & Co. Inc.277,663$1.06M0.0%+2.9%0.000%
4/21/2025 Adams Asset Advisors LLC56,300$216K0.0%-49.4%0.000%
4/14/2025 Capital Investment Advisors LLC23,311$89K0.0%-20.6%0.000%
4/11/2025 Sovereign Financial Group Inc.32,195$123K0.0%-10.3%0.000%
4/8/2025 Rhumbline 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%
2/13/2025 Envestnet 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%
2/5/2025 Oppenheimer & Co. Inc.269,938$1.65M0.0%+5.5%0.000%
2/4/2025 Bank 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%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
1/30/2025Nations Financial Group Inc. IA ADV228,635$1.40M0.1%-32.8%0.000%
1/30/2025 Rhumbline Advisers46,554$284K0.0%+12.1%0.000%
1/29/2025 Peapod Lane Capital LLC55,016$332K0.3%N/A0.000%
1/24/2025 Matisse Capital528,949$3.23M1.6%+2.7%0.000%
1/24/2025 Burford Brothers Inc.120,136$733K0.4%+3.5%0.000%
1/17/2025 SG Americas Securities LLC14,185$87K0.0%+24.7%0.000%
1/14/2025 Marquette Asset Management LLC7,899$48K0.0%-72.5%0.000%
1/14/2025 Sovereign Financial Group Inc.35,900$219K0.1%+71.7%0.000%
1/13/2025 Capital 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%
11/6/2024 Oppenheimer & Co. Inc.255,812$1.60M0.0%+15.1%0.000%
11/5/2024Nations Financial Group Inc. IA ADV340,478$2.13M0.2%+8.6%0.000%
10/24/2024 Nisa Investment Advisors LLC13,990$87K0.0%-48.6%0.000%
10/23/2024 Burford Brothers Inc.116,070$725K0.4%+16.1%0.000%
10/8/2024 Sovereign Financial Group Inc.20,906$131K0.0%N/A0.000%
10/3/2024 SG Americas Securities LLC11,371$71K0.0%N/A0.000%
8/15/2024The Manufacturers Life Insurance Company16,733$93K0.0%+24.2%0.000%
8/15/2024AQR Capital Management LLC23,294$129K0.0%N/A0.000%
8/12/2024Concorde Asset Management LLC133,713$739K0.5%+70.1%0.000%
8/9/2024Renaissance Technologies LLC132,063$730K0.0%N/A0.000%
8/8/2024BOKF NA371,688$2.06M0.0%+4.0%0.000%
8/6/2024First Foundation Advisors50,336$278K0.0%+20.6%0.000%
8/5/2024 Acuitas Investments LLC156,491$865K0.5%N/A0.000%
7/30/2024 Matisse Capital504,948$2.79M1.4%+23.0%0.000%
7/29/2024Nations Financial Group Inc. IA ADV313,627$1.73M0.1%-1.1%0.000%
7/26/2024 Bank of New York Mellon Corp159,336$881K0.0%+77.9%0.000%
7/24/2024 Leonard Rickey Investment Advisors P.L.L.C.18,955$105K0.0%N/A0.000%
7/20/2024 Nisa Investment Advisors LLC27,243$151K0.0%+94.4%0.000%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.35,238$195K0.0%+6.0%0.000%
7/19/2024TCW Group Inc.40,190$222K0.0%-81.2%0.000%
5/16/2024EJF Capital LLC239,515$1.58M1.1%-17.5%0.000%
5/15/2024BOKF NA357,325$2.21M0.0%+1.3%0.000%
5/10/2024Vanguard Group Inc.3,419,983$22.57M0.0%+4.5%0.000%
5/9/2024Camelot Portfolios LLC259,665$1.71M1.7%-29.4%0.000%
5/7/2024 Oppenheimer & Co. Inc.208,454$1.38M0.0%-0.8%0.000%
5/7/2024 SG Americas Securities LLC10,786$71K0.0%-38.0%0.000%
Trump to redistribute trillions of dollars (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
5/1/2024BNP Paribas Financial Markets16,067$106K0.0%+79.2%0.000%
5/1/2024 Matisse Capital410,542$2.71M1.3%+57.3%0.000%
4/23/2024Nations Financial Group Inc. IA ADV317,032$2.09M0.2%+1.4%0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.33,256$219K0.0%-5.5%0.000%
4/15/2024 Sovereign Financial Group Inc.32,149$212K0.1%-54.6%0.000%
3/25/2024Quadrature Capital Ltd25,208$201K0.0%N/A0.000%
2/16/2024 Burford Brothers Inc.74,238$590K0.4%N/A0.000%
2/15/2024Greytown Advisors Inc.100,605$800K0.4%-2.7%0.000%
2/15/2024Bulldog Investors LLP177,868$1.41M0.5%+2.3%0.000%
2/13/2024 Oppenheimer & Co. Inc.210,163$1.67M0.0%-8.4%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, 78 institutional investors and hedge funds held shares of NexPoint Diversified Real Estate Trust. The most heavily invested institutionals were Nexpoint Asset Management L.P. ($24.63M), Vanguard Group Inc. ($20.86M), Invesco Ltd. ($12.26M), Thomas J. Herzfeld Advisors Inc. ($10.27M), Geode Capital Management LLC ($5.40M), State Street Corp ($4.12M), and Stonehill Capital Management LLC ($2.75M).Learn more on NXDT's institutional investors.

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

Of the 66 institutional investors that purchased NexPoint Diversified Real Estate Trust 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 ($530.56K), Nexpoint Asset Management L.P. ($327.14K), Bank of New York Mellon Corp ($297.58K), Concorde Asset Management LLC ($194.46K), Vanguard Group Inc. ($189.78K), and Acuitas Investments LLC ($156.49K).

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

Institutional investors have bought a total of 5,516,520 shares in the last 24 months. This purchase volume represents approximately $36.75M in transactions.

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

Of the 31 institutional investors that sold NexPoint Diversified Real Estate Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Camelot Portfolios LLC ($203.19K), Acadian Asset Management LLC ($189.11K), TCW Group Inc. ($173.57K), Nations Financial Group Inc. IA ADV ($131.81K), Barclays PLC ($124K), Vanguard Group Inc. ($109.04K), and Thomas J. Herzfeld Advisors Inc. ($88.70K).

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

Institutional investors have sold a total of 1,458,134 shares in the last 24 months. This volume of shares sold represents approximately $10.78M in transactions.



This page (NYSE:NXDT) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners