Free Trial

NexPoint Diversified Real Estate Trust (NXDT) Institutional Ownership

NexPoint Diversified Real Estate Trust logo
$5.66 +0.13 (+2.35%)
As of 03:57 PM Eastern

Institutional Ownership Changes (13F Filings) for NexPoint Diversified Real Estate Trust (NYSE:NXDT)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$11.72M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.19M
Get NXDT Insider Trade Alerts

Want to know when executives and insiders are buying or selling NexPoint Diversified Real Estate Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NXDT Institutional Buying and Selling by Quarter

NexPoint Diversified Real Estate Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC14,185$87K0.0%+24.7%0.000%
1/14/2025 Marquette Asset Management LLC7,899$48K0.0%-72.5%0.000%
1/14/2025 Sovereign Financial Group Inc.35,900$219K0.1%+71.7%0.000%
1/13/2025 Capital Investment Advisors LLC29,353$179K0.0%-9.1%0.000%
12/26/2024JPMorgan Chase & Co.66,870$418K0.0%+130.8%0.000%
11/20/2024Virtu Financial LLC13,531$85K0.0%N/A0.000%
11/19/2024Barclays PLC45,072$281K0.0%+237.8%0.000%
11/16/2024Geode Capital Management LLC879,684$5.50M0.0%+1.8%0.000%
11/15/2024Barclays PLC45,072$281K0.0%+237.8%0.000%
11/15/2024Nomura Asset Management Co. Ltd.47,707$298K0.0%+33.4%0.000%
11/15/2024Legacy Investment Solutions LLC99,072$574K0.4%N/A0.000%
11/15/2024Jane Street Group LLC17,209$108K0.0%-43.9%0.000%
11/15/2024State Street Corp658,882$4.12M0.0%+8.2%0.000%
11/15/2024Stonehill Capital Management LLC439,796$2.75M1.6%+1.7%0.000%
11/15/2024Quantinno Capital Management LP27,768$174K0.0%+76.1%0.000%
11/13/2024FMR LLC16,627$104K0.0%+15.6%0.000%
11/12/2024Concorde Asset Management LLC242,863$1.52M0.9%+81.6%0.000%
11/12/2024Charles Schwab Investment Management Inc.289,358$1.81M0.0%+6.3%0.000%
11/8/2024SMH Capital Advisors Inc.58,624$366K1.1%-2.8%0.000%
11/6/2024Oppenheimer & Co. Inc.255,812$1.60M0.0%+15.1%0.000%
11/5/2024Nations Financial Group Inc. IA ADV340,478$2.13M0.2%+8.6%0.000%
10/24/2024 Nisa Investment Advisors LLC13,990$87K0.0%-48.6%0.000%
10/23/2024Burford Brothers Inc.116,070$725K0.4%+16.1%0.000%
10/8/2024 Sovereign Financial Group Inc.20,906$131K0.0%N/A0.000%
10/3/2024 SG Americas Securities LLC11,371$71K0.0%N/A0.000%
8/15/2024The Manufacturers Life Insurance Company16,733$93K0.0%+24.2%0.000%
8/15/2024AQR Capital Management LLC23,294$129K0.0%N/A0.000%
8/12/2024Concorde Asset Management LLC133,713$739K0.5%+70.1%0.000%
8/9/2024Renaissance Technologies LLC132,063$730K0.0%N/A0.000%
8/8/2024BOKF NA371,688$2.06M0.0%+4.0%0.000%
8/6/2024First Foundation Advisors50,336$278K0.0%+20.6%0.000%
8/5/2024Acuitas Investments LLC156,491$865K0.5%N/A0.000%
7/30/2024Matisse Capital504,948$2.79M1.4%+23.0%0.000%
7/29/2024Nations Financial Group Inc. IA ADV313,627$1.73M0.1%-1.1%0.000%
7/26/2024Bank of New York Mellon Corp159,336$881K0.0%+77.9%0.000%
7/24/2024 Leonard Rickey Investment Advisors P.L.L.C.18,955$105K0.0%N/A0.000%
7/20/2024 Nisa Investment Advisors LLC27,243$151K0.0%+94.4%0.000%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.35,238$195K0.0%+6.0%0.000%
7/19/2024TCW Group Inc.40,190$222K0.0%-81.2%0.000%
5/16/2024EJF Capital LLC239,515$1.58M1.1%-17.5%0.000%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

5/15/2024BOKF NA357,325$2.21M0.0%+1.3%0.000%
5/10/2024Vanguard Group Inc.3,419,983$22.57M0.0%+4.5%0.000%
5/9/2024Camelot Portfolios LLC259,665$1.71M1.7%-29.4%0.000%
5/7/2024Oppenheimer & Co. Inc.208,454$1.38M0.0%-0.8%0.000%
5/7/2024 SG Americas Securities LLC10,786$71K0.0%-38.0%0.000%
5/1/2024BNP Paribas Financial Markets16,067$106K0.0%+79.2%0.000%
5/1/2024Matisse Capital410,542$2.71M1.3%+57.3%0.000%
4/23/2024Nations Financial Group Inc. IA ADV317,032$2.09M0.2%+1.4%0.000%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.33,256$219K0.0%-5.5%0.000%
4/15/2024 Sovereign Financial Group Inc.32,149$212K0.1%-54.6%0.000%
3/25/2024Quadrature Capital Ltd25,208$201K0.0%N/A0.000%
2/16/2024Burford Brothers Inc.74,238$590K0.4%N/A0.000%
2/15/2024Greytown Advisors Inc.100,605$800K0.4%-2.7%0.000%
2/15/2024Bulldog Investors LLP177,868$1.41M0.5%+2.3%0.000%
2/13/2024Oppenheimer & Co. Inc.210,163$1.67M0.0%-8.4%0.000%
2/13/2024Tower Research Capital LLC TRC9,403$75K0.0%+411.0%0.000%
2/9/2024Nations Financial Group Inc. IA ADV312,734$2.49M0.2%-5.0%0.000%
2/9/2024TCW Group Inc.210,039$1.67M0.0%+1.3%0.000%
2/8/2024Matisse Capital261,012$2.08M1.1%+74.0%0.000%
2/7/2024Jump Financial LLC21,901$174K0.0%N/A0.000%
2/6/2024 Sovereign Financial Group Inc.70,750$562K0.2%-20.6%0.000%
2/1/2024New York State Common Retirement Fund4,588$36K0.0%-64.0%0.000%
1/29/2024Baystate Wealth Management LLC4,470$36K0.0%N/A0.000%
1/23/2024Camelot Portfolios LLC367,926$2.93M1.7%+42.0%0.000%
1/16/2024Raymond James & Associates93,510$743K0.0%-15.5%0.000%
1/12/2024 SG Americas Securities LLC17,402$138K0.0%+29.5%0.000%
1/12/2024 Adams Asset Advisors LLC111,300$885K0.1%+4.7%0.000%
1/12/2024Advisor Resource Council53,928$429K0.0%N/A0.000%
12/18/2023Vanguard Group Inc.3,235,585$28.18M0.0%+1.4%0.000%
11/15/2023EJF Capital LLC286,673$2.50M1.1%+16.5%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.1,179,352$10.27M4.0%-6.2%0.000%
11/13/2023Concorde Asset Management LLC46,050$401K0.4%+85.3%0.000%
11/8/2023SMH Capital Advisors Inc.56,786$495K1.2%-7.0%0.000%
11/8/2023Oppenheimer & Co. Inc.229,322$2.00M0.0%+1.5%0.000%
11/3/2023 Sovereign Financial Group Inc.89,084$776K0.3%+5.0%0.000%
11/2/2023 Nisa Investment Advisors LLC13,525$118K0.0%+68.1%0.000%
10/24/2023Bank of New York Mellon Corp227,786$1.98M0.0%+6.6%0.000%
10/20/2023Camelot Portfolios LLC259,148$2.26M2.2%-24.1%0.000%
10/13/2023 SG Americas Securities LLC13,437$117K0.0%N/A0.000%
10/13/2023Matisse Capital150,000$1.31M0.9%+15.3%0.000%
8/21/2023BOKF NA325,687$4.08M0.1%+4.3%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.1,256,670$15.73M6.3%-0.9%0.000%
8/14/2023CSS LLC IL149,319$1.87M0.1%-3.0%0.000%
8/11/2023ExodusPoint Capital Management LP29,731$372K0.0%N/A0.000%
8/10/2023Metropolitan Life Insurance Co NY2,732$34K0.0%+171.0%0.000%
8/10/2023Cambria Investment Management L.P.24,814$311K0.0%-9.5%0.000%
8/10/2023Cetera Investment Advisers11,606$145K0.0%-18.5%0.000%
8/4/2023American International Group Inc.14,773$185K0.0%N/A0.000%
8/3/2023Bank of New York Mellon Corp213,637$2.68M0.0%N/A0.000%
8/3/2023Oppenheimer & Co. Inc.225,864$2.83M0.1%+7.8%0.000%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

8/2/2023Matisse Capital130,100$1.63M1.0%+4.0%0.000%
7/31/2023Daiwa Securities Group Inc.10,164$127K0.0%+18.0%0.000%
7/31/2023 Sovereign Financial Group Inc.84,831$1.06M0.3%-6.1%0.000%
7/31/2023Strs Ohio6,400$80K0.0%N/A0.000%
7/31/2023Sumitomo Mitsui Trust Holdings Inc.34,806$436K0.0%-5.8%0.000%
7/25/2023Raymond James & Associates111,626$1.40M0.0%-1.0%0.000%
7/25/2023Concorde Asset Management LLC24,850$311K0.3%+27.1%0.000%
7/25/2023Camelot Portfolios LLC341,488$4.28M2.7%+3.3%0.000%
7/25/2023State of Alaska Department of Revenue13,563$168K0.0%N/A0.000%
5/15/2023HBK Investments L P31,334$325K0.0%-36.3%0.000%
(Data available from 1/1/2016 forward)

NXDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NXDT shares?

During the previous two years, 65 institutional investors and hedge funds held shares of NexPoint Diversified Real Estate Trust. The most heavily invested institutionals were Vanguard Group Inc. ($22.57M), Thomas J. Herzfeld Advisors Inc. ($10.27M), Geode Capital Management LLC ($5.50M), State Street Corp ($4.12M), Matisse Capital ($2.79M), Stonehill Capital Management LLC ($2.75M), and Nations Financial Group Inc. IA ADV ($2.13M).Learn more on NXDT's institutional investors.

Which institutional investors have been buying NexPoint Diversified Real Estate Trust stock?

Of the 54 institutional investors that purchased NexPoint Diversified Real Estate Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Matisse Capital ($379.85K), Bank of New York Mellon Corp ($297.58K), Concorde Asset Management LLC ($192.84K), Vanguard Group Inc. ($189.78K), Acuitas Investments LLC ($156.49K), Camelot Portfolios LLC ($135.93K), and Renaissance Technologies LLC ($132.06K).

How much institutional buying is happening at NexPoint Diversified Real Estate Trust?

Institutional investors have bought a total of 2,775,284 shares in the last 24 months. This purchase volume represents approximately $22.11M in transactions.

Which NexPoint Diversified Real Estate Trust major shareholders have been selling company stock?

Of the 23 institutional investors that sold NexPoint Diversified Real Estate Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Camelot Portfolios LLC ($191.59K), Acadian Asset Management LLC ($189.11K), TCW Group Inc. ($173.57K), Barclays PLC ($124K), Thomas J. Herzfeld Advisors Inc. ($88.70K), Sovereign Financial Group Inc. ($62.41K), and EJF Capital LLC ($50.78K).

How much institutional selling is happening at NexPoint Diversified Real Estate Trust?

Institutional investors have sold a total of 1,058,316 shares in the last 24 months. This volume of shares sold represents approximately $8.71M in transactions.



This page (NYSE:NXDT) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners