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 127 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
578
shares
|
$2,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
572
shares
|
$2,711
0.0% of portfolio
|
Q2 2020
Added 3.3%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
536
shares
|
$2,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
471
shares
|
$2,232
0.0% of portfolio
|
Q1 2025
Reduced 73.6%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
357
shares
|
$1,692
0.0% of portfolio
|
Q1 2025
Added 43.37%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
287
shares
|
$1,360
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
224
shares
|
$1,061
0.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
170
shares
|
$805
0.0% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
131
shares
|
$620
0.0% of portfolio
|
Q1 2025
Reduced 80.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
65
shares
|
$308
0.0% of portfolio
|
Q1 2025
Reduced 97.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
47
shares
|
$222
0.0% of portfolio
|
Q1 2025
Reduced 82.72%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
43
shares
|
$203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$165
0.0% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
31
shares
|
$146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
19
shares
|
$90
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
18
shares
|
$85
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
12
shares
|
$56
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
12
shares
|
$56
0.0% of portfolio
|
Q1 2025
Reduced 97.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4
shares
|
$18
0.0% of portfolio
|
Q1 2025
Reduced 87.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2
shares
|
$9
0.0% of portfolio
|
Q2 2024
Reduced 97.85%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2
shares
|
$9
0.0% of portfolio
|
Q2 2025
Reduced 95.12%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q1 2025
Reduced 96.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|