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NexPoint Diversified Real Estate Trust (NXDT) Institutional Ownership

NexPoint Diversified Real Estate Trust logo
$5.18 +0.02 (+0.43%)
Closing price 10/6/2026 03:59 PM Eastern
Extended Trading
$5.18 0.00 (-0.02%)
As of 04:01 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for NexPoint Diversified Real Estate Trust (NYSE:NXDT)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$5.62M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$3.44M
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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
9/23/2026Envestnet Asset Management Inc.22,089$115K0.0%-8.9%0.000%
9/22/2026State Street Corp872,223$4.53M0.0%-3.4%0.000%
9/9/2026Concorde Asset Management LLC303,434$1.58M0.9%+1.0%0.000%
8/26/2026HighTower Advisors LLC15,907$83K0.0%N/A0.000%
8/22/2026Odyssean LLC94,837$492K0.1%+2.2%0.000%
8/22/2026Legacy Wealth Managment LLC ID64,409$334K0.1%+12.1%0.000%
8/22/2026Burford Brothers Inc.13,163$68K0.0%-32.7%0.000%
8/20/2026Camelot Portfolios LLC257,035$1.33M0.9%-0.7%0.000%
8/6/2026Bank of New York Mellon Corp127,175$660K0.0%N/A0.000%
7/31/2026GatePass Capital LLC137,508$714K0.3%-2.6%0.000%
7/30/2026Sumitomo Mitsui Trust Group Inc.33,027$171K0.0%-8.8%0.000%
5/19/2026Bank of America Corp DE57,717$270K0.0%+36.5%0.000%
5/16/2026Quantinno Capital Management LP70,204$328K0.0%+422.2%0.000%
5/16/2026Copley Financial Group Inc.10,430$49K0.0%N/A0.000%
5/14/2026Public Employees Retirement System of Ohio41,789$195K0.0%+239.4%0.000%
5/13/2026Cetera Investment Advisers27,589$129K0.0%-8.7%0.000%
5/7/2026Legacy Wealth Managment LLC ID57,447$268K0.1%-25.3%0.000%
5/6/2026GatePass Capital LLC141,249$660K0.3%-61.0%0.000%
5/5/2026Bank of New York Mellon Corp140,891$658K0.0%-3.9%0.000%
4/27/2026Burford Brothers Inc.19,557$91K0.0%-12.2%0.000%
4/17/2026Sovereign Financial Group Inc.30,465$142K0.0%+29.9%0.000%
4/15/2026Nations Financial Group Inc. IA ADV168,246$786K0.0%+1.7%0.000%
2/18/2026Odyssean LLC39,389$151K0.1%N/A0.000%
2/18/2026Millennium Management LLC50,457$193K0.0%N/A0.000%
2/18/2026IHT Wealth Management LLC11,493$44K0.0%N/A0.000%
2/18/2026Claro Advisors Inc.11,377$44K0.0%N/A0.000%
2/17/2026Nexpoint Asset Management L.P.5,028,935$19.26M1.3%+2.5%0.000%
2/17/2026AQR Capital Management LLC40,564$155K0.0%-11.6%0.000%
2/17/2026Cetera Investment Advisers30,204$116K0.0%-26.1%0.000%
2/17/2026TCW Group Inc.734,487$2.81M0.0%+3.8%0.000%
2/17/2026BTG Pactual Asset Management US LLC66,111$277K0.0%+3.7%0.000%
2/17/2026Public Employees Retirement System of Ohio12,313$47K0.0%N/A0.000%
2/17/2026Russell Investments Group Ltd.12,904$49K0.0%+137.1%0.000%
2/16/2026Barclays PLC63,639$244K0.0%+17.7%0.000%
2/13/2026Bulldog Investors LLP293,119$1.12M0.3%+5.1%0.000%
2/13/2026Charles Schwab Investment Management Inc.372,444$1.43M0.0%+33.6%0.000%
2/13/2026State Street Corp827,560$3.17M0.0%+5.0%0.000%
2/13/2026Wells Fargo & Company MN46,515$178K0.0%+16.2%0.000%
2/13/2026Concorde Asset Management LLC301,289$1.15M0.5%-8.2%0.000%
2/12/2026HRT Financial LP96,317$368K0.0%+853.6%0.000%
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2/12/2026Commonwealth Equity Services LLC13,359$51K0.0%-18.4%0.000%
2/12/2026Nuveen LLC162,274$622K0.0%+2.5%0.000%
2/11/2026Daiwa Securities Group Inc.15,385$59K0.0%+18.1%0.000%
2/10/2026Goldman Sachs Group Inc.102,686$393K0.0%+72.4%0.000%
2/9/2026Geode Capital Management LLC901,019$3.45M0.0%-12.2%0.000%
2/9/2026GatePass Capital LLC362,043$1.39M0.7%-16.5%0.000%
2/5/2026Burford Brothers Inc.22,286$85K0.0%-27.8%0.000%
2/4/2026MADDEN SECURITIES Corp221,569$849K0.3%+2.5%0.000%
2/3/2026Legacy Wealth Managment LLC ID76,955$295K0.1%-12.1%0.000%
2/2/2026Oppenheimer & Co. Inc.350,777$1.34M0.0%+1.2%0.000%
1/29/2026Camelot Portfolios LLC306,509$1.17M0.7%-9.0%0.000%
1/29/2026Matisse Capital861,609$3.30M1.5%-8.8%0.000%
1/26/2026Nations Financial Group Inc. IA ADV165,425$634K0.0%+37.4%0.000%
1/7/2026Sovereign Financial Group Inc.23,449$90K0.0%+27.2%0.000%
1/1/2026JPMorgan Chase & Co.52,289$193K0.0%+13.9%0.000%
11/17/2025Camelot Portfolios LLC336,784$1.24M0.7%-8.4%0.000%
11/17/2025Verition Fund Management LLC11,375$42K0.0%N/A0.000%
11/13/2025BTG Pactual Asset Management US LLC63,767$235K0.0%-23.9%0.000%
11/13/2025UBS Group AG303,173$1.12M0.0%+1,192.5%0.000%
11/13/2025BNP Paribas Financial Markets7,202$27K0.0%+105.4%0.000%
11/13/2025Franklin Resources Inc.11,440$42K0.0%N/A0.000%
11/7/2025Vanguard Group Inc.3,548,253$13.09M0.0%-1.6%0.000%
11/7/2025JPMorgan Chase & Co.52,289$193K0.0%+13.9%0.000%
11/6/2025Rhumbline Advisers37,012$137K0.0%-10.1%0.000%
11/6/2025Oppenheimer & Co. Inc.346,770$1.28M0.0%-1.8%0.000%
11/5/2025Envestnet Asset Management Inc.32,245$119K0.0%-22.2%0.000%
10/29/2025Matisse Capital944,847$3.49M1.6%+15.2%0.000%
10/29/2025GatePass Capital LLC433,362$1.60M0.9%+7.9%0.000%
10/28/2025Nations Financial Group Inc. IA ADV120,424$444K0.0%-5.7%0.000%
10/24/2025MADDEN SECURITIES Corp216,122$797K0.2%+2.6%0.000%
10/23/2025Nisa Investment Advisors LLC8,970$33K0.0%-43.0%0.000%
10/23/2025Burford Brothers Inc.30,873$114K0.0%-22.6%0.000%
10/17/2025Sovereign Financial Group Inc.18,437$68K0.0%-19.5%0.000%
9/22/2025GatePass Capital LLC401,800$1.68M1.1%+13.2%0.000%
8/15/2025BTG Pactual Asset Management US LLC83,814$351K0.0%+3.5%0.000%
8/15/2025Bank of America Corp DE18,756$79K0.0%-19.6%0.000%
8/14/2025Raymond James Financial Inc.77,916$326K0.0%+4.6%0.000%
8/14/2025Sei Investments Co.18,690$78K0.0%N/A0.000%
8/13/2025Invesco Ltd.28,663$120K0.0%+28.6%0.000%
8/12/2025XTX Topco Ltd56,517$237K0.0%+61.3%0.000%
8/12/2025JPMorgan Chase & Co.45,888$192K0.0%-31.8%0.000%
8/8/2025Intech Investment Management LLC15,808$66K0.0%-39.7%0.000%
8/8/2025Cetera Investment Advisers38,543$161K0.0%+10.0%0.000%
8/8/2025Geode Capital Management LLC958,431$4.02M0.0%+1.1%0.000%
8/6/2025Legacy Investment Solutions LLC82,004$344K0.2%N/A0.000%
8/1/2025Envestnet Asset Management Inc.41,423$174K0.0%-10.8%0.000%
7/31/2025Sumitomo Mitsui Trust Group Inc.37,031$155K0.0%+7.3%0.000%
7/25/2025Sovereign Financial Group Inc.22,912$96K0.0%-28.8%0.000%
7/23/2025Matisse Capital819,900$3.44M1.6%+23.1%0.000%
7/23/2025MADDEN SECURITIES Corp210,745$883K0.3%N/A0.000%
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7/17/2025Capital Investment Advisors LLC18,584$78K0.0%-20.3%0.000%
7/17/2025Camelot 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%


NXDT Institutional Ownership - Frequently Asked Questions

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 Nexpoint Asset Management L.P. ($19.26M), Vanguard Group Inc. ($13.09M), State Street Corp ($4.53M), Geode Capital Management LLC ($3.45M), Matisse Capital ($3.30M), TCW Group Inc. ($2.81M), and Stonehill Capital Management LLC ($2.75M).Learn more on NexPoint Diversified Real Estate Trust's institutional investors.

Of the 68 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), TCW Group Inc. ($526.91K), Nexpoint Asset Management L.P. ($450.78K), Matisse Capital ($429.64K), UBS Group AG ($279.72K), MADDEN SECURITIES Corp ($221.57K), and Legacy Investment Solutions LLC ($181.08K).

Institutional investors have bought a total of 1,402,156 shares in the last 24 months. This purchase volume represents approximately $5.62M in transactions.

Of the 21 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: GatePass Capital LLC ($295.85K), Geode Capital Management LLC ($125.31K), Matisse Capital ($83.24K), Camelot Portfolios LLC ($63.06K), Vanguard Group Inc. ($56.57K), State Street Corp ($30.91K), and Legacy Wealth Managment LLC ID ($30.06K).

Institutional investors have sold a total of 829,423 shares in the last 24 months. This volume of shares sold represents approximately $3.44M in transactions.


Related Companies

Institutional ownership data for NYSE:NXDT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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