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 2026
Institutional positions in Nexpoint Diversified Real Estate Trust as of Mar 31, 2026. 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
- 127
- +7 vs. Q4 2025
- Shares held
- 25.7M
- +3.37M (+15.1%) vs. Q4 2025
- Total value
- $120.1M
- +$34.5M (+40.2%) vs. Q4 2025
- New holders
- 16
- 73 more added
- Sold out
- 9
- 31 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nexpoint Diversified Real Estate Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $5 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $5 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $9 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $14 | 0.00% | −141−97.9% | Reduced |
| Smartleaf Asset Management LLC | 3 | $14 | 0.00% | −15−83.3% | Reduced |
| True Wealth Design, LLC | 8 | $38 | 0.00% | +4+100.0% | Added |
| SHP Wealth Management | 12 | $56 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $67 | 0.00% | +11+275.0% | Added |
| Asset Dedication, LLC | 22 | $102 | 0.00% | +22 | New |
| Transamerica Financial Advisors, Inc. | 26 | $121 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 31 | $145 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $145 | 0.00% | +31 | New |
| DHJJ Financial Advisors, Ltd. | 35 | $164 | 0.00% | +35 | New |
| Rothschild Investment LLC | 42 | $196 | 0.00% | +29+223.1% | Added |
| MAI Capital Management | 54 | $253 | 0.00% | +53+5,300.0% | Added |
| National Bank of Canada | 62 | $290 | 0.00% | +1+1.6% | Added |
| Allworth Financial LP | 98 | $458 | 0.00% | +58+145.0% | Added |
| EverSource Wealth Advisors, LLC | 154 | $719 | 0.00% | +65+73.0% | Added |
| Royal Bank of Canada | 343 | $1.00K | 0.00% | −1,115−76.5% | Reduced |
| Covestor Ltd | 195 | $1.00K | 0.00% | +7+3.7% | Added |
| Mountain Hill Investment Partners Corp. | 260 | $1.21K | 0.00% | +9+3.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 285 | $1.33K | 0.00% | +9+3.3% | Added |
| Essential Partners LLC | 295 | $1.38K | 0.00% | +229+347.0% | Added |
| Optiver Holding B.V. | 378 | $1.76K | 0.00% | −104−21.6% | Reduced |
| SRS Capital Advisors, Inc. | 527 | $2.46K | 0.00% | +387+276.4% | Added |
| GWM Advisors LLC | 607 | $2.83K | 0.00% | +13+2.2% | Added |
| Anfield Capital Management, LLC | 636 | $2.97K | 0.00% | +14+2.3% | Added |
| Sofos Investments, Inc. | 684 | $3.19K | 0.00% | +15+2.2% | Added |
| GAMMA Investing LLC | 718 | $3.35K | 0.00% | +535+292.3% | Added |
| Versant Capital Management, Inc | 1,134 | $5.30K | 0.00% | +1,134 | New |
| Oakum Bay Capital LLC | 4,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,287 | $6.01K | 0.00% | +29+2.3% | Added |
| Sterling Capital Management LLC | 1,290 | $6.02K | 0.00% | −750−36.8% | Reduced |
| Avion Wealth | 1,573 | $7.00K | 0.00% | +36+2.3% | Added |
| Citigroup Inc | 1,721 | $8.04K | 0.00% | +845+96.5% | Added |
| Advisor Group Holdings, Inc. | 1,721 | $8.04K | 0.00% | −4,973−74.3% | Reduced |
| California State Teachers Retirement System | 2,005 | $9.36K | 0.00% | −172−7.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,089 | $14.4K | 0.00% | +75+2.5% | Added |
| Legal & General Group Plc | 3,186 | $14.9K | 0.00% | +78+2.5% | Added |
| Rockefeller Capital Management L.P. | 3,533 | $16.5K | 0.00% | +2,580+270.7% | Added |
| Tower Research Capital LLC (TRC) | 3,570 | $16.7K | 0.00% | +574+19.2% | Added |
| The PNC Financial Services Group, Inc. | 3,884 | $18.1K | 0.00% | +2,134+121.9% | Added |
| Nisa Investment Advisors, LLC | 4,301 | $20.1K | 0.00% | −2,135−33.2% | Reduced |
| IFP Advisors, Inc | 4,807 | $22.4K | 0.00% | +321+7.2% | Added |
| New York State Common Retirement Fund | 5,557 | $26.0K | 0.00% | +126+2.3% | Added |
| CWM, LLC | 6,469 | $30.2K | 0.00% | +4,346+204.7% | Added |
| Barclays PLC | 7,382 | $34.5K | 0.00% | −56,257−88.4% | Reduced |
| STRS Ohio | 7,645 | $35.7K | 0.00% | +176+2.4% | Added |
| Harbour Investments, Inc. | 7,648 | $35.7K | 0.00% | +7,538+6,852.7% | Added |
| BNP Paribas Arbitrage, SA | 8,744 | $40.8K | 0.00% | −10−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 10,195 | $47.6K | 0.00% | −1,137−10.0% | Reduced |
| Copley Financial Group, Inc. | 10,430 | $48.7K | 0.03% | +10,430 | New |
| FMR LLC | 11,964 | $55.9K | 0.00% | +2,401+25.1% | Added |
| Susquehanna International Group, LLP | 12,027 | $56.2K | 0.00% | −14,946−55.4% | Reduced |
| LPL Financial LLC | 12,077 | $56.4K | 0.00% | +12,077 | New |
| IHT Wealth Management, LLC | 12,848 | $60.0K | 0.00% | +1,355+11.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,119 | $61.3K | 0.00% | +616+4.9% | Added |
| Capital Investment Advisors, LLC | 13,223 | $61.8K | 0.00% | −2,288−14.8% | Reduced |
| Commonwealth Equity Services, LLC | 13,704 | $64.0K | 0.00% | +345+2.6% | Added |
| Vanguard Global Advisers, LLC | 14,218 | $66.4K | 0.00% | +14,218 | New |
| Neuberger Berman Group LLC | 14,439 | $67.4K | 0.00% | +1,174+8.9% | Added |
| Daiwa Securities Group Inc. | 15,584 | $72.8K | 0.00% | +199+1.3% | Added |
| Resona Asset Management Co.,Ltd. | 15,961 | $72.8K | 0.00% | +391+2.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,984 | $79.3K | 0.00% | +805+5.0% | Added |
| JPMorgan Chase & Co | 17,725 | $80.6K | 0.00% | −19,200−52.0% | Reduced |
| Wells Fargo & Company | 17,554 | $82.0K | 0.00% | −28,961−62.3% | Reduced |
| State of Alaska, Department of Revenue | 18,380 | $85.0K | 0.00% | +1,038+6.0% | Added |
| Russell Investments Group, Ltd. | 19,303 | $90.1K | 0.00% | +6,399+49.6% | Added |
| Burford Brothers, Inc. | 19,557 | $91.3K | 0.04% | −2,729−12.2% | Reduced |
| SEI Investments Co | 20,173 | $94.2K | 0.00% | +495+2.5% | Added |
| Caldwell Sutter Capital, Inc. | 20,703 | $96.7K | 0.04% | +1,287+6.6% | Added |
| MetLife Investment Management | 23,178 | $108.2K | 0.00% | +22,002+1,870.9% | Added |
| Envestnet Asset Management Inc | 24,241 | $113.2K | 0.00% | +869+3.7% | Added |
| Deutsche Bank AG | 27,571 | $128.8K | 0.00% | −10,777−28.1% | Reduced |
| Cetera Investment Advisers | 27,589 | $128.8K | 0.00% | −2,615−8.7% | Reduced |
| Sovereign Financial Group, Inc. | 30,465 | $142.3K | 0.02% | +7,016+29.9% | Added |
| Price T Rowe Associates Inc | 30,864 | $145.0K | 0.00% | +11,709+61.1% | Added |
| Catalyst Capital Advisors LLC | 34,477 | $161.0K | 0.00% | +847+2.5% | Added |
| Rhumbline Advisers | 34,483 | $161.0K | 0.00% | −460−1.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,260 | $164.7K | 0.00% | +865+2.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 36,207 | $169.1K | 0.00% | −1,435−3.8% | Reduced |
| Invesco Ltd. | 37,292 | $174.2K | 0.00% | +334+0.9% | Added |
| Alliancebernstein L.P. | 48,398 | $185.4K | 0.00% | +6,845+16.5% | Added |
| Public Employees Retirement System of Ohio | 41,789 | $195.2K | 0.00% | +29,476+239.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 45,986 | $214.8K | 0.00% | +45,986 | New |
| Asset Management One Co.,Ltd. | 56,921 | $265.8K | 0.00% | −8,259−12.7% | Reduced |
| Legacy Wealth Managment, LLC | 57,447 | $268.3K | 0.13% | −19,508−25.3% | Reduced |
| Bank of America Corp | 57,717 | $269.5K | 0.00% | +15,426+36.5% | Added |
| SMH Capital Advisors Inc | 58,453 | $273.0K | 0.77% | +34+0.1% | Added |
| Nomura Asset Management Co Ltd | 61,946 | $289.3K | 0.00% | +8,682+16.3% | Added |
| BTG Pactual Asset Management US LLC | 68,123 | $318.1K | 0.03% | +2,012+3.0% | Added |
| Quantinno Capital Management LP | 70,204 | $327.9K | 0.00% | +56,761+422.2% | Added |
| XTX Topco Ltd | 71,261 | $332.8K | 0.01% | +71,261 | New |
| Citadel Advisors LLC | 73,365 | $342.6K | 0.00% | +73,365 | New |
| Wedbush Securities Inc | 80,614 | $376.0K | 0.01% | −1,858,427−95.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 91,171 | $425.8K | 0.00% | +1,261+1.4% | Added |
| Odyssean, LLC | 92,818 | $433.5K | 0.16% | +53,429+135.6% | Added |