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Nexpoint Diversified Real Estate Trust

NXDT
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001356115

No open-market purchases or sales by Nexpoint Diversified Real Estate Trust insiders were filed in the last 90 days; 124 institutions reported holding it in 13F filings for Q2 2026, worth $138.4M in total; no superinvestor holds it.

Other share classesNXDT.PA

13F holders, Q4 2024

Institutional positions in Nexpoint Diversified Real Estate Trust as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
120
+1 vs. Q3 2024
Shares held
24.0M
+2.50M (+11.6%) vs. Q3 2024
Total value
$146.2M
+$11.9M (+8.9%) vs. Q3 2024
New holders
16
68 more added
Sold out
15
30 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NXDT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 120 institutions
Q1 2021: 66 institutionsQ2 2021: 73 institutionsQ3 2021: 65 institutionsQ4 2021: 73 institutionsQ1 2022: 67 institutionsQ2 2022: 67 institutionsQ3 2022: 69 institutionsQ4 2022: 76 institutionsQ1 2023: 91 institutionsQ2 2023: 93 institutionsQ3 2023: 98 institutionsQ4 2023: 107 institutionsQ1 2024: 98 institutionsQ2 2024: 114 institutionsQ3 2024: 120 institutionsQ4 2024: 120 institutionsQ1 2025: 122 institutionsQ2 2025: 115 institutionsQ3 2025: 120 institutionsQ4 2025: 122 institutionsQ1 2026: 127 institutionsQ2 2026: 124 institutions
Value heldQ4 2024: $146.2M
Q1 2021: $145.7MQ2 2021: $186.0MQ3 2021: $190.6MQ4 2021: $182.6MQ1 2022: $207.6MQ2 2022: $208.7MQ3 2022: $170.6MQ4 2022: $173.4MQ1 2023: $173.2MQ2 2023: $240.7MQ3 2023: $167.9MQ4 2023: $161.9MQ1 2024: $136.2MQ2 2024: $116.5MQ3 2024: $134.9MQ4 2024: $146.2MQ1 2025: $91.6MQ2 2025: $102.2MQ3 2025: $88.7MQ4 2025: $94.4MQ1 2026: $120.1MQ2 2026: $138.4M
Institutions holding NXDT and their total value by quarter
QuarterHoldersValue
Q2 2026124$138.4M
Q1 2026127$120.1M
Q4 2025122$94.4M
Q3 2025120$88.7M
Q2 2025115$102.2M
Q1 2025122$91.6M
Q4 2024120$146.2M
Q3 2024120$134.9M
Q2 2024114$116.5M
Q1 202498$136.2M
Q4 2023107$161.9M
Q3 202398$167.9M
Q2 202393$240.7M
Q1 202391$173.2M
Q4 202276$173.4M
Q3 202269$170.6M
Q2 202267$208.7M
Q1 202267$207.6M
Q4 202173$182.6M
Q3 202165$190.6M
Q2 202173$186.0M
Q1 202166$145.7M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Nexpoint Diversified Real Estate Trust; share changes are against Q3 2024.

Institutions holding NXDT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Private Wealth Management Group, LLC499$3.04K0.00%+5+1.0%Added
Farther Finance Advisors, LLC348$2.12K0.00%−9,018−96.3%Reduced
Sound Income Strategies, LLC273$1.67K0.00%+4+1.5%Added
EverSource Wealth Advisors, LLC272$1.66K0.00%−414−60.3%Reduced
Thomas J. Herzfeld Advisors, Inc.249$1.52K0.00%+3+1.2%Added
Mountain Hill Investment Partners Corp.216$1.32K0.00%+216New
Massmutual Trust Co FSB182$1.11K0.00%+3+1.7%Added
Covestor Ltd167$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC131$7990.00%+2+1.6%Added
Delta Asset Management LLC107$6530.00%+1+0.9%Added
Rothschild Investment LLC60$3660.00%+40+200.0%Added
Cassady Schiller Wealth Management, LLC43$2620.00%+43New
MAI Capital Management32$1930.00%+32New
Colonial Trust Advisors31$1890.00%+31New
Caitong International Asset Management Co., Ltd27$1650.00%+27New
Huntington National Bank3$180.00%00.0%Unchanged
Dunhill Financial, LLC3$160.00%00.0%Unchanged
Cornerstone Planning Group LLC2$110.00%00.0%Unchanged
Allworth Financial LP1$60.00%+1New
Simplex Trading, LLC86$00.00%−2,043−96.0%Reduced
Acuitas Investments, LLC0$00.00%−195,861−100.0%Sold out
Millennium Management LLC0$00.00%−76,011−100.0%Sold out
NWF Advisory Services Inc.0$00.00%−28,468−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−26,994−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−26,620−100.0%Sold out
Jane Street Group, LLC0$00.00%−17,209−100.0%Sold out
CI Private Wealth, LLC0$00.00%−15,362−100.0%Sold out
Virtu Financial LLC0$00.00%−13,531−100.0%Sold out
ProShare Advisors LLC0$00.00%−12,470−100.0%Sold out
Barrow Hanley Mewhinney & Strauss LLC0$00.00%−1,086−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−875−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−764−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−267−100.0%Sold out
Bessemer Group Inc0$00.00%−210−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−83−100.0%Sold out
Raymond James & Associates––––Not filed