NXDT Institutional Ownership & Shareholders
NEXPOINT DIVERSIFIED REAL ES (NXDT) is currently held by 124 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $131.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Nexpoint Asset Management, L.P. is currently the largest disclosed institutional shareholder of NXDT tracked by InsiderSet, reporting ownership valued at approximately $28.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.71M, representing an estimated loss of -23.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed NXDT value among the investors covered in this analysis. Major shareholders include Nexpoint Asset Management, L.P., Raymond James Financial Inc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in NEXPOINT DIVERSIFIED REAL ES (NXDT).
This page ranks the largest institutional NXDT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
124
Total Reported Value
$131.04M
Largest Holder
Nexpoint Asset Management, L.P.
Largest Position
$28.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Nexpoint Asset Management, L.P. | 1.90% | 5,481,827 | $28,450,682 | $21,708,035 | -$6,742,647 | -23.70% | |
| Raymond James Financial Inc | 0.01% | 4,166,954 | $21,626,492 | $16,501,138 | -$5,125,354 | -23.70% | |
| Blackrock, Inc. | 0.00% | 3,327,599 | $17,270,239 | $13,177,292 | -$4,092,947 | -23.70% | |
| Morgan Stanley | 0.00% | 2,243,416 | $11,643,336 | $8,883,927 | -$2,759,409 | -23.70% | |
| Vanguard Capital Management Llc | 0.00% | 1,646,158 | $8,543,560 | $6,518,786 | -$2,024,774 | -23.70% | |
| Geode Capital Management, Llc | 0.00% | 1,034,651 | $5,371,681 | $4,097,218 | -$1,274,463 | -23.73% | |
| Matisse Capital | 1.88% | 923,630 | $4,812,112 | $3,657,575 | -$1,154,537 | -23.99% | |
| State Street Corp | 0.00% | 872,223 | $4,526,837 | $3,454,003 | -$1,072,834 | -23.70% | |
| Oppenheimer & Co Inc | 0.02% | 423,703 | $2,207,493 | $1,677,864 | -$529,629 | -23.99% | |
| Charles Schwab Investment Management Inc | 0.00% | 380,625 | $1,975,444 | $1,507,275 | -$468,169 | -23.70% | |
| Concorde Asset Management, Llc | 0.91% | 303,434 | $1,574,823 | $1,201,599 | -$373,224 | -23.70% | |
| Northern Trust Corp | 0.00% | 302,818 | $1,571,626 | $1,199,159 | -$372,467 | -23.70% | |
| Bulldog Investors, Llp | 0.34% | 300,011 | $1,557,057 | $1,188,044 | -$369,013 | -23.70% | |
| Vanguard Fiduciary Trust Co | 0.00% | 275,717 | $1,430,971 | $1,091,839 | -$339,132 | -23.70% | |
| Camelot Portfolios, Llc | 0.95% | 257,035 | $1,334,013 | $1,017,859 | -$316,154 | -23.70% | |
| Vanguard Portfolio Management Llc | 0.00% | 248,044 | $1,287,348 | $982,254 | -$305,094 | -23.70% | |
| Madden Securities Corp | 0.32% | 231,714 | $1,207,230 | $917,587 | -$289,643 | -23.99% | |
| Nations Financial Group Inc | 0.05% | 185,131 | $960,830 | $733,119 | -$227,711 | -23.70% | |
| Ubs Group Ag | 0.00% | 138,906 | $720,922 | $550,068 | -$170,854 | -23.70% | |
| Gatepass Capital, Llc | 0.27% | 137,508 | $713,667 | $544,532 | -$169,135 | -23.70% | |
| Bank Of New York Mellon Corp | 0.00% | 127,175 | $660,038 | $503,613 | -$156,425 | -23.70% | |
| Jane Street Group, Llc | 0.00% | 117,839 | $611,584 | $466,642 | -$144,942 | -23.70% | |
| Quantinno Capital Management Lp | 0.00% | 115,704 | $600,506 | $458,188 | -$142,318 | -23.70% | |
| Goldman Sachs Group Inc | 0.00% | 115,569 | $599,803 | $457,653 | -$142,150 | -23.70% | |
| Nuveen, Llc | 0.00% | 113,184 | $587,425 | $448,209 | -$139,216 | -23.70% | |
| Aqr Capital Management Llc | 0.00% | 103,440 | $536,853 | $409,622 | -$127,231 | -23.70% | |
| Odyssean, Llc | 0.08% | 94,837 | $492,204 | $375,555 | -$116,649 | -23.70% | |
| Fuller & Thaler Asset Management, Inc. | 0.00% | 92,857 | $481,928 | $367,714 | -$114,214 | -23.70% | |
| Advisors Asset Management, Inc. | 0.01% | 28,485 | $386,826 | $112,801 | -$274,025 | -70.84% | |
| Btg Pactual Asset Management Us Llc | 0.03% | 69,419 | $360,285 | $274,899 | -$85,386 | -23.70% | |
| Legacy Wealth Managment, Llc/Id | 0.14% | 64,409 | $334,283 | $255,060 | -$79,223 | -23.70% | |
| Nomura Asset Management Co Ltd | 0.00% | 63,229 | $328,159 | $250,387 | -$77,772 | -23.70% | |
| Xtx Topco Ltd | 0.00% | 62,599 | $324,889 | $247,892 | -$76,997 | -23.70% | |
| Smh Capital Advisors Inc | 1.18% | 59,944 | $312,307 | $237,378 | -$74,929 | -23.99% | |
| Asset Management One Co., Ltd. | 0.00% | 56,482 | $294,271 | $223,669 | -$70,602 | -23.99% | |
| Russell Investments Group, Ltd. | 0.00% | 49,883 | $258,893 | $197,537 | -$61,356 | -23.70% | |
| Alliancebernstein L.P. | 0.00% | 53,835 | $251,409 | $213,187 | -$38,222 | -15.20% | |
| Susquehanna Portfolio Strategies, Llc | 0.00% | 46,986 | $243,857 | $186,065 | -$57,792 | -23.70% | |
| Invesco Ltd. | 0.00% | 46,856 | $243,182 | $185,550 | -$57,632 | -23.70% | |
| Bank Of America Corp | 0.00% | 45,698 | $237,173 | $180,964 | -$56,209 | -23.70% | |
| Public Employees Retirement System Of Ohio | 0.00% | 42,548 | $220,824 | $168,490 | -$52,334 | -23.70% | |
| Citadel Advisors Llc | 0.00% | 39,402 | $204,496 | $156,032 | -$48,464 | -23.70% | |
| Deutsche Bank Ag\ | 0.00% | 36,514 | $189,508 | $144,595 | -$44,913 | -23.70% | |
| Catalyst Capital Advisors Llc | 0.00% | 36,056 | $187,850 | $142,782 | -$45,068 | -23.99% | |
| Rhumbline Advisers | 0.00% | 36,154 | $187,632 | $143,170 | -$44,462 | -23.70% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.00% | 36,088 | $187,297 | $142,908 | -$44,389 | -23.70% | |
| Empowered Funds, Llc | 0.00% | 35,714 | $185,356 | $141,427 | -$43,929 | -23.70% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 33,744 | $175,806 | $133,626 | -$42,180 | -23.99% | |
| Wells Fargo & Company/Mn | 0.00% | 33,306 | $172,860 | $131,892 | -$40,968 | -23.70% | |
| Sovereign Financial Group, Inc. | 0.03% | 33,183 | $172,221 | $131,405 | -$40,816 | -23.70% |
Frequently asked questions about NXDT
Who are the largest institutional holders of NXDT?
The largest institutional holders of NXDT reported in the latest SEC Form 13F filings include Nexpoint Asset Management, L.P., Raymond James Financial Inc, Blackrock, Inc., Morgan Stanley, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported NXDT position.
What is NXDT institutional ownership?
This page tracks NXDT positions reported by institutional investment managers through SEC Form 13F. NEXPOINT DIVERSIFIED REAL ES (NXDT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NXDT?
InsiderSet currently tracks 124 institutional managers reporting NXDT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NXDT shareholders.
How much NXDT stock do institutions own?
Institutional investment managers disclosed approximately $131.04M in NXDT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NXDT institutional ownership last updated?
The latest NXDT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NXDT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NXDT position after the reporting date.
Are institutions buying or selling NXDT?
Institutional buying and selling can be analyzed by comparing NXDT positions across consecutive 13F reporting periods. InsiderSet's NXDT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NXDT ownership changes.
How has NXDT institutional ownership changed over time?
InsiderSet tracks NXDT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.