Who Owns NexPoint Diversified Real Estate Trust (NXDT)?Hedge Fund & Institutional Holders

$4.40-0.16 (-3.51%)Financial ServicesNYSE

Institutional Holders

as of Q4 2025

Total Institutional Value

$8.545000833100032e+230T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

NXDT — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
Matisse Capital	New Position	+862K	+$3.3B
RAYMOND JAMES FINANCIAL INC	Increased	+917K	+$2.7B
GatePass Capital, LLC	New Position	+362K	+$1.4B
OPPENHEIMER & CO INC	New Position	+351K	+$1.3B
NEXPOINT ASSET MANAGEMENT, L.P.	Increased	+124K	+$1.2B
MADDEN SECURITIES Corp	New Position	+222K	+$848.0M
Asset Management One Co., Ltd.	New Position	+65K	+$247.0M
Sumitomo Mitsui Trust Group, Inc.	New Position	+38K	+$144.0M
Sovereign Financial Group, Inc.	New Position	+23K	+$89.0M
Burford Brothers, Inc.	New Position	+22K	+$85.0M
CALDWELL SUTTER CAPITAL, INC.	New Position	+19K	+$74.0M
Capital Investment Advisors, LLC	New Position	+16K	+$59.0M
STRS OHIO	New Position	+7K	+$28.0M
NISA INVESTMENT ADVISORS, LLC	New Position	+6K	+$24.0M
Invesco Ltd.	Increased	+2K	+$10.9M

NXDT — Institutions Reducing or Closing Positions

Fund	Action	Shares Sold	Value Sold
NWF Advisory Services Inc.	Closed Position	-166K	-$1.4B
NORTHERN TRUST CORP	Decreased	-14K	-$1.0B
CITADEL ADVISORS LLC	Closed Position	-228K	-$841.4M
UBS Group AG	Decreased	-185K	-$667.7M
RENAISSANCE TECHNOLOGIES LLC	Closed Position	-82K	-$304.2M
SMH CAPITAL ADVISORS INC	Decreased	-2K	-$191.7M
JPMORGAN CHASE & CO	Decreased	-15K	-$191.0M
AQR CAPITAL MANAGEMENT LLC	Decreased	-5K	-$169.4M
Cubist Systematic Strategies, LLC	Closed Position	-45K	-$166.8M
Cetera Investment Advisers	Decreased	-11K	-$150.8M
XTX Topco Ltd	Closed Position	-41K	-$150.0M
RHUMBLINE ADVISERS	Decreased	-2K	-$136.6M
Quantinno Capital Management LP	Decreased	-12K	-$95.5M
Camelot Portfolios, LLC	Decreased	-30K	-$69.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	-225	-$60.5M

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	NEXPOINT ASSET MANAGEMENT, L.P.	2,231,103	$8.5B	0.60%	Share
2	NEXPOINT ASSET MANAGEMENT, L.P.	2,175,255	$8.3B	0.58%	Share
3	Matisse Capital	856,226	$3.3B	1.46%	Share
4	RAYMOND JAMES FINANCIAL INC	992,419	$3.0B	0.00%	Share
5	NEXPOINT ASSET MANAGEMENT, L.P.	622,577	$2.4B	0.17%	Share
6	GatePass Capital, LLC	362,043	$1.4B	0.71%	Share
7	OPPENHEIMER & CO INC	350,777	$1.3B	0.02%	Share
8	Camelot Portfolios, LLC	306,509	$1.2B	0.72%	Share
9	Concorde Asset Management, LLC	301,289	$1.2B	0.46%	Share
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	372,444	$1.0B	0.00%	Share
11	MADDEN SECURITIES Corp	221,569	$848.0M	0.26%	Share
12	UBS Group AG	117,978	$451.0M	0.00%	Share
13	Legacy Wealth Managment, LLC/ID	73,596	$281.0M	0.13%	Share
14	Asset Management One Co., Ltd.	65,180	$247.0M	0.00%	Share
15	Sumitomo Mitsui Trust Group, Inc.	37,642	$144.0M	0.00%	Share
16	Catalyst Capital Advisors LLC	33,630	$128.0M	0.00%	Share
17	Sovereign Financial Group, Inc.	23,449	$89.0M	0.02%	Share
18	Burford Brothers, Inc.	22,286	$85.0M	0.04%	Share
19	Invesco Ltd.	20,945	$80.0M	0.00%	Share
20	CALDWELL SUTTER CAPITAL, INC.	19,416	$74.0M	0.03%	Share
21	Capital Investment Advisors, LLC	15,511	$59.0M	0.00%	Share
22	Invesco Ltd.	10,759	$41.0M	0.00%	Share
23	STRS OHIO	7,469	$28.0M	0.00%	Share
24	NISA INVESTMENT ADVISORS, LLC	6,436	$24.0M	0.00%	Share
25	Invesco Ltd.	5,254	$20.0M	0.00%	Share
26	Matisse Capital	5,383	$20.0M	0.01%	Share
27	Legacy Wealth Managment, LLC/ID	3,359	$12.0M	0.01%	Share
28	MORGAN STANLEY	2,585,574	$9.0M	0.00%	Share
29	VANGUARD GROUP INC	1,908,434	$7.0M	0.00%	Share
30	WEDBUSH SECURITIES INC	1,939,041	$7.0M	0.20%	Share
31	BlackRock, Inc.	1,543,941	$5.0M	0.00%	Share
32	BlackRock, Inc.	1,262,716	$4.0M	0.00%	Share
33	Garner Asset Management Corp	1,151	$4.0M	0.00%	Share
34	STATE STREET CORP	827,560	$3.0M	0.00%	Share
35	Financial Gravity Asset Management, Inc.	669	$2.0M	0.00%	Share
36	Anfield Capital Management, LLC	622	$2.0M	0.00%	Share
37	Bulldog Investors, LLP	293,119	$1.1M	0.25%	Share
38	Optiver Holding B.V.	482	$1.0M	0.00%	Share
39	Cambridge Investment Research Advisors, Inc.	476,455	$1.0M	0.00%	Share
40	VANGUARD GROUP INC	261,736	$1.0M	0.00%	Share
41	Thomas J. Herzfeld Advisors, Inc.	276	$1.0M	0.00%	Share
42	Sound Income Strategies, LLC	301	$1.0M	0.00%	Share
43	MidWestOne Financial Group, Inc.	84,999	$325K	0.04%	Share
44	SMH CAPITAL ADVISORS INC	58,419	$223K	0.45%	Share
45	Odyssean, LLC	39,389	$150K	0.11%	Share
46	Mitsubishi UFJ Asset Management Co., Ltd.	34,395	$124K	0.00%	Share
47	State of Alaska, Department of Revenue	14,515	$55K	0.00%	Share
48	Claro Advisors Inc.	11,377	$43K	0.01%	Share
49	State of Alaska, Department of Revenue	2,827	$10K	0.00%	Share
50	Oakum Bay Capital LLC	4,000	$8K	0.00%	Share

NXDT Institutional Ownership History

Quarter	Holders	Total Value	Change
Q4 2025	118	$34.3B	+29
Q3 2025	89	$31.6B	-10
Q2 2025	99	$39.0B	-21
Q1 2025	120	$60.6B	+8
Q4 2024	112	$59.6B	+18
Q3 2024	94	$1.4T	+4
Q2 2024	90	$1.4T	+17
Q1 2024	73	$818.0B	—

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As of Q4 2025, 50 institutional investors hold NXDT (NexPoint Diversified Real Estate Trust). The largest holder is NEXPOINT ASSET MANAGEMENT, L.P. with $8.5B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own NXDT?

As of Q4 2025, 50 institutional investors report holding NXDT (NexPoint Diversified Real Estate Trust) in their 13F filings.

Who is the largest institutional holder of NXDT?

The largest institutional holder of NXDT is NEXPOINT ASSET MANAGEMENT, L.P. with $8.5B in shares.

Is institutional ownership of NXDT increasing or decreasing?

This quarter, 12 institutions opened new positions in NXDT and 5 closed their positions.