Institutional shares held 23.6 Million
3.5K calls
0 puts
Total value of holdings $88.4M
$13K calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 119


Latest Institutional Activity in NXDT

Top Purchases

Q1 2025
Sg Americas Securities, LLC Shares Held: 36.8K ($138K)
Q1 2025
Caldwell Sutter Capital, Inc. Shares Held: 25.8K ($96.7K)
Q1 2025
Sound Income Strategies, LLC Shares Held: 280 ($1.05K)
Q4 2024
Invesco Ltd. Shares Held: 2.01M ($7.54M)
Q4 2024
Highland Capital Management Fund Advisors, L.P. Shares Held: 4.04M ($15.1M)

Top Sells

Q1 2025
Rhumbline Advisers Shares Held: 39.2K ($147K)
Q1 2025
Capital Investment Advisors, LLC Shares Held: 23.3K ($87.4K)
Q1 2025
Sovereign Financial Group, Inc. Shares Held: 32.2K ($121K)
Q1 2025
Versant Capital Management, Inc Shares Held: 44 ($165)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 41 ($154)

About NXDT

NexPoint Diversified Real Estate Trust (?NXDT?) is an externally advised diversified real estate investment trust (?REIT?), with its shares of common stock and 5.50% Series A Cumulative Preferred Shares listed on the New York Stock Exchange under the symbols NXDT and NXDT-PA, respectively. As a diversified REIT, NXDT's primary investment objective is to provide both current income and capital appreciation. NXDT seeks to achieve this objective by investing among various commercial real estate property types and across the capital structure, including but not limited to mortgage debt, mezzanine debt and common and preferred equity. Target underlying property types primarily include but are not limited to industrial, hospitality, net lease, retail, office, storage and healthcare and, to the extent currently owned, multifamily and single-family rentals. NXDT also may, to a limited extent, hold, acquire or transact in certain non-real estate securities.


Insider Transactions at NXDT

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
2.13M Shares
From 16 Insiders
Grant, award, or other acquisition 1.08M shares
Open market or private purchase 813K shares
Exercise of conversion of derivative security 240K shares
Sell / Disposition
60.3K Shares
From 5 Insiders
Payment of exercise price or tax liability 54.5K shares
Sale (or disposition) back to the issuer 5.85K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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