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 120 institutions that hold shares in the stock, with a total of 21.4 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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
405
shares
|
$2,101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
355
shares
|
$1,842
0.0% of portfolio
|
Q3 2024
Added 1320.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
269
shares
|
$1,396
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
267
shares
|
$1,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
246
shares
|
$1,276
0.0% of portfolio
|
Q3 2024
Reduced 99.39%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
210
shares
|
$1,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
179
shares
|
$929
0.0% of portfolio
|
Q3 2024
Added 347.5%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
172
shares
|
$892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
167
shares
|
$866
0.0% of portfolio
|
Q3 2024
Reduced 97.6%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
129
shares
|
$669
0.0% of portfolio
|
Q3 2024
Reduced 35.82%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
106
shares
|
$550
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
105
shares
|
$544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
83
shares
|
$430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20
shares
|
$103
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3
shares
|
$15
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
3
shares
|
$15
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2
shares
|
$10
0.0% of portfolio
|
Q2 2024
Reduced 97.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|