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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, Q2 2026

Institutional positions in Nexpoint Diversified Real Estate Trust as of Jun 30, 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
124
+2 vs. Q1 2026
Shares held
26.7M
+937.4K (+3.6%) vs. Q1 2026
Total value
$138.4M
+$18.3M (+15.2%) vs. Q1 2026
New holders
10
68 more added
Sold out
8
34 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 124 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 heldQ2 2026: $138.4M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Nexpoint Diversified Real Estate Trust; share changes are against Q1 2026.

Institutions holding NXDT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
United Financial Planning Group LLC217$1.13K0.00%+217New
Covestor Ltd207$1.00K0.00%+12+6.2%Added
Farther Finance Advisors, LLC145$7530.00%+130+866.7%Added
Allworth Financial LP137$7120.00%+39+39.8%Added
EverSource Wealth Advisors, LLC129$6700.00%−25−16.2%Reduced
National Bank of Canada62$3220.00%00.0%Unchanged
Rothschild Investment LLC50$2600.00%+8+19.0%Added
DHJJ Financial Advisors, Ltd.35$1820.00%00.0%Unchanged
AdvisorNet Financial, Inc31$1610.00%00.0%Unchanged
Colonial Trust Advisors31$1610.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.26$1340.00%00.0%Unchanged
Westside Investment Management, Inc.23$1190.00%+23New
Asset Dedication, LLC22$1130.00%00.0%Unchanged
True Wealth Design, LLC16$840.00%+8+100.0%Added
Ameritas Advisory Services, LLC13$690.00%+13New
SHP Wealth Management12$620.00%00.0%Unchanged
SJS Investment Consulting Inc.9$470.00%+8+800.0%Added
Basecamp Wealth Advisors LLC8$420.00%+5+166.7%Added
Caitong International Asset Management Co., Ltd5$260.00%+3+150.0%Added
Fortitude Family Office, LLC5$260.00%+5New
Smartleaf Asset Management LLC3$160.00%00.0%Unchanged
Cornerstone Planning Group LLC2$110.00%00.0%Unchanged
Dunhill Financial, LLC1$60.00%00.0%Unchanged
JPL Wealth Management, LLC1$60.00%+1New
Commonwealth Equity Services, LLC0$00.00%−13,704−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−12,848−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−12,027−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−10,195−100.0%Sold out
Avion Wealth0$00.00%−1,573−100.0%Sold out
Mountain Hill Investment Partners Corp.0$00.00%−260−100.0%Sold out
MAI Capital Management0$00.00%−54−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−1−100.0%Sold out
CWM, LLC––––Not filed
Oakum Bay Capital LLC––––Not filed
Sofos Investments, Inc.––––Not filed
Anfield Capital Management, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed