Nexpoint Diversified Real Estate Trust (NXDT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

47,196,552Shares Outstanding

0Shares held by institutions

$0Value of institutional holdings

50.05%Institutional ownership %

-1.65%Shares Changed QoQ

113No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Nexpoint Diversified Real Estate Trust (NYSE:NXDT) currently has 113 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

These investors collectively held 50.1% of the company's total shares outstanding in December 2025, down from 52.2% in September 2025.
The company experienced a -1.65% quarterly change in institutional shares held, alongside a decrease of 6.61% in total owners annually.
Of these 113 institutional investors, 43 increased their holdings in Nexpoint Diversified Real Estate Trust, while 70 of them reduced positions, and 0 investors maintained their exposure.
The total number of shares held by institutions in Nexpoint Diversified Real Estate Trust decreased to 23.62Mn as of December 2025, a net change of down by 395.26K shares quarter on quarter, and down 1.01Mn shares year over year.
NEXPOINT ASSET MANAGEMENT, L.P. continues to be the largest institutional holder of Nexpoint Diversified Real Estate Trust as of December 31, 2025, with a position of 5.03Mn shares, representing 10.66% of the company's outstanding stock.
Among the most significant buyers of Nexpoint Diversified Real Estate Trust during December 2025 were WEDBUSH SECURITIES INC (1.60Mn), JANE STREET GROUP, LLC (94.60K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (86.47K), HRT FINANCIAL LP (85.96K), Point72 Asset Management, L.P. (52.46K).
Leading sellers of Nexpoint Diversified Real Estate Trust stock in December 2025 included VANGUARD GROUP INC (1.45Mn), MORGAN STANLEY (442.56K), UBS Group AG (192.86K), GEODE CAPITAL MANAGEMENT, LLC (151.48K), Matisse Capital (107.33K).
The top 10 institutional holders of Nexpoint Diversified Real Estate Trust for the quarter ending December 2025 included NEXPOINT ASSET MANAGEMENT, L.P. (5.03Mn), BlackRock, Inc. (3.03Mn), MORGAN STANLEY (2.68Mn), VANGUARD GROUP INC (2.18Mn), WEDBUSH SECURITIES INC (1.94Mn), GEODE CAPITAL MANAGEMENT, LLC (901.02K), Matisse Capital (861.61K), STATE STREET CORP (827.56K), TCW GROUP INC (734.49K), Cambridge Investment Research Advisors, Inc. (476.45K).

113 Institutional Holders

0 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
NEXPOINT ASSET MANAGEMENT, L.P.	31 Dec, 2025	5,028,935	-1,451	-0.03%	$19,260,821.00
BlackRock, Inc.	31 Dec, 2025	3,030,215	45,527	1.53%	$11,605,723.00
MORGAN STANLEY	31 Dec, 2025	2,679,829	-442,558	-14.17%	$10,263,750.00
VANGUARD GROUP INC	31 Dec, 2025	2,184,062	-1,454,671	-39.98%	$8,364,957.00
WEDBUSH SECURITIES INC	31 Dec, 2025	1,939,041	1,604,463	479.55%	$7,427.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	901,019	-151,481	-14.39%	$3,452,026.00
Matisse Capital	31 Dec, 2025	861,609	-107,332	-11.08%	$3,299,963.00
STATE STREET CORP	31 Dec, 2025	827,560	19,540	2.42%	$3,169,555.00
TCW GROUP INC	31 Dec, 2025	734,487	8,868	1.22%	$2,813,085.00
Cambridge Investment Research Advisors, Inc.	31 Dec, 2025	476,455	-56,775	-10.65%	$1,825.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	372,444	86,469	30.24%	$1,426,461.00
GatePass Capital, LLC	31 Dec, 2025	362,043	-82,370	-18.53%	$1,386,625.00
OPPENHEIMER & CO INC	31 Dec, 2025	350,777	-4,836	-1.36%	$1,343,476.00
Camelot Portfolios, LLC	31 Dec, 2025	306,509	-38,863	-11.25%	$1,173,929.00
Concorde Asset Management, LLC	31 Dec, 2025	301,289	-35,324	-10.49%	$1,153,937.00
Bulldog Investors, LLP	31 Dec, 2025	293,119	7,211	2.52%	$1,122,643.00
NORTHERN TRUST CORP	31 Dec, 2025	270,491	-21,043	-7.22%	$1,035,981.00
MADDEN SECURITIES Corp	31 Dec, 2025	221,569	-64	-0.03%	$848,609.00
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	31 Dec, 2025	165,425	41,930	33.95%	$633,578.00
Nuveen, LLC	31 Dec, 2025	162,274	-1	0.00%	$621,509.00

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