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 2025
Institutional positions in Nexpoint Diversified Real Estate Trust as of Dec 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. Q3 2025
- Shares held
- 24.6M
- +637.3K (+2.7%) vs. Q3 2025
- Total value
- $94.4M
- +$5.85M (+6.6%) vs. Q3 2025
- New holders
- 19
- 55 more added
- Sold out
- 14
- 43 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 124 | $138.4M |
| Q1 2026 | 127 | $120.1M |
| Q4 2025 | 122 | $94.4M |
| Q3 2025 | 120 | $88.7M |
| Q2 2025 | 115 | $102.2M |
| Q1 2025 | 122 | $91.6M |
| Q4 2024 | 120 | $146.2M |
| Q3 2024 | 120 | $134.9M |
| Q2 2024 | 114 | $116.5M |
| Q1 2024 | 98 | $136.2M |
| Q4 2023 | 107 | $161.9M |
| Q3 2023 | 98 | $167.9M |
| Q2 2023 | 93 | $240.7M |
| Q1 2023 | 91 | $173.2M |
| Q4 2022 | 76 | $173.4M |
| Q3 2022 | 69 | $170.6M |
| Q2 2022 | 67 | $208.7M |
| Q1 2022 | 67 | $207.6M |
| Q4 2021 | 73 | $182.6M |
| Q3 2021 | 65 | $190.6M |
| Q2 2021 | 73 | $186.0M |
| Q1 2021 | 66 | $145.7M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Nexpoint Diversified Real Estate Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 188 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 251 | $961 | 0.00% | +9+3.7% | Added |
| GAMMA Investing LLC | 183 | $701 | 0.00% | +183 | New |
| Basecamp Wealth Advisors LLC | 144 | $552 | 0.00% | +144 | New |
| SRS Capital Advisors, Inc. | 140 | $537 | 0.00% | −503−78.2% | Reduced |
| Harbour Investments, Inc. | 110 | $421 | 0.00% | −2,055−94.9% | Reduced |
| EverSource Wealth Advisors, LLC | 89 | $341 | 0.00% | −80−47.3% | Reduced |
| Essential Partners LLC | 66 | $253 | 0.00% | +48+266.7% | Added |
| National Bank of Canada | 61 | $233 | 0.00% | +1+1.7% | Added |
| Allworth Financial LP | 40 | $154 | 0.00% | +38+1,900.0% | Added |
| Colonial Trust Advisors | 31 | $119 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26 | $100 | 0.00% | +26 | New |
| First United Bank Trust | 23 | $76 | 0.00% | −904−97.5% | Reduced |
| Smartleaf Asset Management LLC | 18 | $67 | 0.00% | −104−85.2% | Reduced |
| Rothschild Investment LLC | 13 | $50 | 0.00% | +13 | New |
| SHP Wealth Management | 12 | $46 | 0.00% | +12 | New |
| True Wealth Design, LLC | 4 | $16 | 0.00% | −80−95.2% | Reduced |
| Farther Finance Advisors, LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $9 | 0.00% | −304−99.3% | Reduced |
| Dunhill Financial, LLC | 1 | $5 | 0.00% | +1 | New |
| MAI Capital Management | 1 | $4 | 0.00% | −3−75.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −228,012−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −82,435−100.0% | Sold out |
| Adams Asset Advisors, LLC | 0 | $0 | 0.00% | −56,300−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −40,637−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −11,440−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,233−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |