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 121 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $94.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
348
shares
|
$1,388
0.0% of portfolio
|
Q4 2024
Reduced 96.28%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
273
shares
|
$1,089
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
272
shares
|
$1,085
0.0% of portfolio
|
Q4 2024
Reduced 60.35%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
249
shares
|
$993
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
216
shares
|
$861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
182
shares
|
$726
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
167
shares
|
$666
0.0% of portfolio
|
Q3 2024
Reduced 97.6%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
131
shares
|
$522
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
107
shares
|
$426
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
86
shares
|
$343
0.0% of portfolio
|
Q4 2024
Reduced 95.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$239
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
43
shares
|
$171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
32
shares
|
$127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
31
shares
|
$123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
27
shares
|
$107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3
shares
|
$11
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3
shares
|
$11
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2
shares
|
$7
0.0% of portfolio
|
Q2 2024
Reduced 97.85%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1
shares
|
$3
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|