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NXDT

Nexpoint Diversified Real Estate Trust

Company with tickers: NXDT, NXDT-PA

CIK
1356115
CUSIP
65340G205
Shares Outstanding
51,723,778
13F Activity (30d)
103 filings 98 filers
Holders: 125
Total Value: $118,724,183
Total Shares: 25,422,755
Showing 1–100 of 126 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 125 13F filers · Δ vs Dec 31, 2025
Top Holder
21.1%
Jun 2023 → Mar 2026 · range 14.6% – 21.1%
+0.8 pts
Top 5
62.5%
Jun 2023 → Mar 2026 · range 55.8% – 65.8%
+2.4 pts
Top 10
78.8%
Jun 2023 → Mar 2026 · range 71.4% – 80.4%
+1.2 pts
HHI
967
Jun 2023 → Mar 2026 · range 750 – 1,013
Broadly held +64

Quarterly Activity

vs Dec 31, 2025
New
16
Increased
72
Decreased
30
Sold Out
13
Unchanged
7
Holder count: +3
Institutional value: +25.4%
Shares held: +2.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega RAYMOND JAMES FINANCIAL INC +2,161,597 3,155,342
Mid NEXPOINT ASSET MANAGEMENT, L.P. +336,175 5,365,110
Large TCW GROUP INC +133,034 867,521
Mega Nuveen, LLC +110,716 272,990
Mega UBS Group AG +101,537 219,584

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid WEDBUSH SECURITIES INC −1,858,427 80,614
Small GatePass Capital, LLC −220,794 141,249
Mega MORGAN STANLEY −147,462 2,532,367
Micro SMH CAPITAL ADVISORS INC −58,146 273
Mega BARCLAYS PLC −56,257 7,382

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,708,448 $7,978,452
Mega VANGUARD FIDUCIARY TRUST CO 267,620 $1,249,785
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 215,306 $1,005,479
Mid XTX Topco Ltd 71,261 $332,788
Mid Susquehanna Portfolio Strategies, LLC 45,986 $214,754

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 2,184,062 $8,364,956
Micro Concorde Asset Management, LLC 301,289 $1,153,936
Large HRT FINANCIAL LP 96,317 $368,894
Small MIdWestOne Financial Group, Inc. 84,999 $325,546
Large Point72 Asset Management, L.P. 52,464 $200,937
Filter: New 16 Increased 72 Reduced 30 Sold out 13 Unchanged 7
Showing 100 of 126
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid NEXPOINT ASSET MANAGEMENT, L.P. $25,055,062 21.10% 5,365,110
Mega RAYMOND JAMES FINANCIAL INC $14,735,446 12.41% 3,155,342
Mega BlackRock, Inc. $14,599,579 12.30% 3,126,249
Mega MORGAN STANLEY $11,826,151 9.96% 2,532,367
Mega VANGUARD CAPITAL MANAGEMENT LLC $7,978,452 6.72% 1,708,448
Mega GEODE CAPITAL MANAGEMENT, LLC $4,668,654 3.93% 999,712
Small Matisse Capital $4,220,932 3.56% 903,840
Mega STATE STREET CORP $4,217,612 3.55% 903,129
Large TCW GROUP INC $4,051,323 3.41% 867,521
Large Cambridge Investment Research Advisors, Inc. $2,144,169 1.81% 459,137
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,710,737 1.44% 366,325
Mid OPPENHEIMER & CO INC $1,687,093 1.42% 361,262
Mega NORTHERN TRUST CORP Bank $1,383,028 1.16% 296,152
Small Bulldog Investors, LLP $1,368,856 1.15% 293,117
Mega Nuveen, LLC $1,274,862 1.07% 272,990
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,249,785 1.05% 267,620
Small Camelot Portfolios, LLC $1,208,890 1.02% 258,863
Small MADDEN SECURITIES Corp Broker-Dealer $1,059,067 0.89% 226,781
Mega UBS Group AG $1,025,456 0.86% 219,584
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $1,005,479 0.85% 215,306
Mega JANE STREET GROUP, LLC $919,456 0.77% 196,886
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $785,708 0.66% 168,246
Mega GOLDMAN SACHS GROUP INC $783,989 0.66% 167,878
Small GatePass Capital, LLC $659,632 0.56% 141,249
Mega Bank of New York Mellon Corp Bank $657,960 0.55% 140,891
Mega AQR CAPITAL MANAGEMENT LLC $450,410 0.38% 96,448
Small Odyssean, LLC $433,460 0.37% 92,818
Large FULLER & THALER ASSET MANAGEMENT, INC. $425,768 0.36% 91,171
Mid WEDBUSH SECURITIES INC Broker-Dealer $376,467 0.32% 80,614
Mega CITADEL ADVISORS LLC $342,614 0.29% 73,365
Mid XTX Topco Ltd $332,788 0.28% 71,261
Large Quantinno Capital Management LP $327,852 0.28% 70,204
Small BTG Pactual Asset Management US LLC $318,134 0.27% 68,123
Large NOMURA ASSET MANAGEMENT CO LTD $289,287 0.24% 61,946
Mega BANK OF AMERICA CORP /DE/ Bank $269,538 0.23% 57,717
Micro Legacy Wealth Managment, LLC/ID $268,277 0.23% 57,447
Large Asset Management One Co., Ltd. $265,821 0.22% 56,921
Mega ALLIANCEBERNSTEIN L.P. $226,018 0.19% 48,398
Mid Susquehanna Portfolio Strategies, LLC $214,754 0.18% 45,986
Mega CITADEL ADVISORS LLC $200,810 0.17% 43,000
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $195,154 0.16% 41,789
Mega Invesco Ltd. $174,152 0.15% 37,292
Mega Sumitomo Mitsui Trust Group, Inc. $169,086 0.14% 36,207
Mega Mitsubishi UFJ Asset Management Co., Ltd. $164,664 0.14% 35,260
Mega RHUMBLINE ADVISERS $161,035 0.14% 34,483
Small Catalyst Capital Advisors LLC $161,007 0.14% 34,477
Mega PRICE T ROWE ASSOCIATES INC /MD/ $144,134 0.12% 30,864
Small Sovereign Financial Group, Inc. $142,271 0.12% 30,465
Large Cetera Investment Advisers $128,840 0.11% 27,589
Mega DEUTSCHE BANK AG\ Bank $128,756 0.11% 27,571
Mega ENVESTNET ASSET MANAGEMENT INC $113,205 0.10% 24,241
Large MetLife Investment Management, LLC $108,241 0.09% 23,178
Small CALDWELL SUTTER CAPITAL, INC. $96,683 0.08% 20,703
Large SEI INVESTMENTS CO $94,207 0.08% 20,173
Small Burford Brothers, Inc. $91,331 0.08% 19,557
Large Russell Investments Group, Ltd. $90,144 0.08% 19,303
Mid State of Alaska, Department of Revenue $85,833 0.07% 18,380
Mega JPMORGAN CHASE & CO $82,773 0.07% 17,725
Mega WELLS FARGO & COMPANY/MN $81,976 0.07% 17,554
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $79,315 0.07% 16,984
Large Resona Asset Management Co.,Ltd. $74,537 0.06% 15,961
Large Daiwa Securities Group Inc. Broker-Dealer $72,777 0.06% 15,584
Mega NEUBERGER BERMAN GROUP LLC $67,429 0.06% 14,439
Mega Vanguard Global Advisers, LLC $66,398 0.06% 14,218
Large COMMONWEALTH EQUITY SERVICES, LLC $63,997 0.05% 13,704
Mid Capital Investment Advisors, LLC $61,751 0.05% 13,223
Large Police & Firemen's Retirement System of New Jersey Pension $61,265 0.05% 13,119
Mid IHT Wealth Management, LLC $60,000 0.05% 12,848
Mega LPL Financial LLC $56,399 0.05% 12,077
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $56,166 0.05% 12,027
Mega FMR LLC $55,871 0.05% 11,964
Micro Copley Financial Group, Inc. $48,708 0.04% 10,430
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $47,610 0.04% 10,195
Mega BNP PARIBAS ARBITRAGE, SA $40,834 0.03% 8,744
Mid HARBOUR INVESTMENTS, INC. $35,716 0.03% 7,648
Large STRS OHIO $35,702 0.03% 7,645
Mega BARCLAYS PLC $34,473 0.03% 7,382
Large CWM, LLC $30,210 0.03% 6,469
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $25,951 0.02% 5,557
Mid IFP Advisors, Inc $22,448 0.02% 4,807
Large NISA INVESTMENT ADVISORS, LLC $20,085 0.02% 4,301
Small Oakum Bay Capital LLC $18,680 0.02% 4,000
Mega PNC FINANCIAL SERVICES GROUP, INC. $18,136 0.02% 3,884
Mid Tower Research Capital LLC (TRC) $16,671 0.01% 3,570
Large Rockefeller Capital Management L.P. $16,498 0.01% 3,533
Mega Legal & General Group Plc $14,878 0.01% 3,186
Mid Ameritas Investment Partners, Inc. $14,425 0.01% 3,089
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $9,363 0.01% 2,005
Large OSAIC HOLDINGS, INC. $8,037 0.01% 1,721
Mega CITIGROUP INC $8,037 0.01% 1,721
Micro Avion Wealth $7,345 0.01% 1,573
Mid Sterling Capital Management LLC $6,024 0.01% 1,290
Small Pinnacle Wealth Planning Services, Inc. $6,010 0.01% 1,287
Small Versant Capital Management, Inc $5,295 0.00% 1,134
Mid GAMMA Investing LLC $3,353 0.00% 718
Small Financial Gravity Asset Management, Inc. $3,194 0.00% 684
Small Anfield Capital Management, LLC $2,970 0.00% 636
Mid Arax Advisory Partners $2,461 0.00% 527
Mid Optiver Holding B.V. $1,765 0.00% 378
Mega ROYAL BANK OF CANADA Bank $1,601 0.00% 343
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