Institutional Ownership Nexpoint Diversified Real Estate Trust (NXDT)
This table provides information about the institutional ownership of Nexpoint Diversified Real Estate Trust (NXDT). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $88.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,209
shares
|
$18,960
0.0% of portfolio
|
Q2 2025
Added 7913.85%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
5,167
shares
|
$18,807
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,770
shares
|
$17,362
0.0% of portfolio
|
Q2 2025
Added 19.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,470
shares
|
$16,270
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,502
shares
|
$12,747
0.0% of portfolio
|
Q2 2025
Added 369.44%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
3,365
shares
|
$12,248
0.0% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
2,952
shares
|
$10,745
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,941
shares
|
$10,705
0.0% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,716
shares
|
$9,886
0.0% of portfolio
|
Q2 2025
Reduced 19.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,293
shares
|
$8,346
0.0% of portfolio
|
Q2 2025
Added 4778.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,157
shares
|
$7,851
0.0% of portfolio
|
Q2 2025
Added 35.83%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,130
shares
|
$7,753
0.0% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,751
shares
|
$6,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,742
shares
|
$6,340
0.0% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,219
shares
|
$4,437
0.0% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
912
shares
|
$3,319
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
637
shares
|
$2,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
621
shares
|
$2,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
593
shares
|
$2,158
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
572
shares
|
$2,082
0.0% of portfolio
|
Q2 2020
Added 3.3%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
287
shares
|
$1,044
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
261
shares
|
$950
0.0% of portfolio
|
Q2 2025
Reduced 26.89%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
234
shares
|
$851
0.0% of portfolio
|
Q2 2025
Reduced 76.12%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
233
shares
|
$848
0.0% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
176
shares
|
$640
0.0% of portfolio
|
Q2 2025
Added 3.53%
|