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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, Q1 2025

Institutional positions in Nexpoint Diversified Real Estate Trust as of Mar 31, 2025. 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
122
+5 vs. Q4 2024
Shares held
23.9M
+155.8K (+0.7%) vs. Q4 2024
Total value
$91.6M
−$53.1M (−36.7%) vs. Q4 2024
New holders
20
49 more added
Sold out
15
48 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 122 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 heldQ1 2025: $91.6M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Nexpoint Diversified Real Estate Trust; share changes are against Q4 2024.

Institutions holding NXDT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sterling Capital Management LLC608$2.33K0.00%−450−42.5%Reduced
Anfield Capital Management, LLC578$2.21K0.00%+578New
Coldstream Capital Management Inc536$2.05K0.00%+536New
Harbour Investments, Inc.471$1.80K0.00%−1,313−73.6%Reduced
Thomas J. Herzfeld Advisors, Inc.357$1.37K0.00%+108+43.4%Added
Sound Income Strategies, LLC280$1.07K0.00%+7+2.6%Added
Covestor Ltd170$1.00K0.00%+3+1.8%Added
Mountain Hill Investment Partners Corp.224$8590.00%+8+3.7%Added
SRS Capital Advisors, Inc.131$5020.00%−536−80.4%Reduced
The PNC Financial Services Group, Inc.65$2490.00%−2,765−97.7%Reduced
EverSource Wealth Advisors, LLC47$1800.00%−225−82.7%Reduced
Versant Capital Management, Inc44$1690.00%−3,321−98.7%Reduced
Massmutual Trust Co FSB41$1550.00%−141−77.5%Reduced
Rothschild Investment LLC35$1340.00%−25−41.7%Reduced
Colonial Trust Advisors31$1190.00%00.0%Unchanged
True Wealth Design, LLC18$690.00%+18New
Private Wealth Management Group, LLC12$460.00%−487−97.6%Reduced
MAI Capital Management4$150.00%−28−87.5%Reduced
GAMMA Investing LLC2$80.00%−632−99.7%Reduced
Cornerstone Planning Group LLC2$70.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd1$40.00%−26−96.3%Reduced
Allworth Financial LP1$40.00%00.0%Unchanged
CIBC Private Wealth Group, LLC0$00.00%−1,146−100.0%Sold out
Peapod Lane Capital LLC0$00.00%−55,016−100.0%Sold out
First Foundation Advisors0$00.00%−51,988−100.0%Sold out
Two Sigma Investments, LP0$00.00%−34,099−100.0%Sold out
Visionary Wealth Advisors0$00.00%−29,392−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−11,626−100.0%Sold out
Renaissance Technologies LLC0$00.00%−10,098−100.0%Sold out
Jump Financial, LLC0$00.00%−10,067−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−7,899−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−348−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−131−100.0%Sold out
Delta Asset Management LLC0$00.00%−107−100.0%Sold out
Huntington National Bank0$00.00%−3−100.0%Sold out
Dunhill Financial, LLC0$00.00%−3−100.0%Sold out
Simplex Trading, LLC0$00.00%−86−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed