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 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $67.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
637
shares
|
$1,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
607
shares
|
$1,717
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
572
shares
|
$1,618
0.0% of portfolio
|
Q2 2020
Added 3.3%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
470
shares
|
$1,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
418
shares
|
$1,182
0.0% of portfolio
|
Q3 2025
Reduced 96.93%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
306
shares
|
$865
0.0% of portfolio
|
Q3 2025
Added 15200.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
294
shares
|
$832
0.0% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
242
shares
|
$684
0.0% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
188
shares
|
$532
0.0% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
183
shares
|
$517
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
169
shares
|
$478
0.0% of portfolio
|
Q3 2025
Reduced 92.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
150
shares
|
$424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
122
shares
|
$345
0.0% of portfolio
|
Q3 2025
Added 3966.67%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
113
shares
|
$319
0.0% of portfolio
|
Q3 2025
Reduced 94.69%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
84
shares
|
$237
0.0% of portfolio
|
Q3 2025
Reduced 31.71%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
60
shares
|
$169
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
43
shares
|
$121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
31
shares
|
$87
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
17
shares
|
$48
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7
shares
|
$19
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4
shares
|
$11
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$11
0.0% of portfolio
|
Q1 2025
Reduced 87.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2
shares
|
$5
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1
shares
|
$2
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
1
shares
|
$2
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|