NexPoint Diversified Real Estate Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEXPOINT ASSET MANAGEMENT, L.P. | 02/17/2026 | 5.03 M | $19.26 M | 2.52% | 10.60% |
| BLACKROCK, INC. | 02/12/2026 | 3.03 M | $11.61 M | 4.11% | 6.39% |
| MORGAN STANLEY | 02/13/2026 | 2.68 M | $10.26 M | -11.99% | 5.65% |
| VANGUARD GROUP INC | 01/29/2026 | 2.18 M | $8.36 M | -38.45% | 4.60% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 1.94 M | $7.43 M | 494.33% | 4.09% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 993.75 K | $3.81 M | 1,193.20% | 2.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 901.02 K | $3.45 M | -12.21% | 1.90% |
| MATISSE CAPITAL | 01/29/2026 | 861.61 K | $3.30 M | -8.81% | 1.82% |
| STATE STREET CORP | 02/13/2026 | 827.56 K | $3.17 M | 5.03% | 1.74% |
| TCW GROUP INC | 02/17/2026 | 734.49 K | $2.81 M | 3.80% | 1.55% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 476.46 K | $1.83 M | -8.37% | 1.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 372.44 K | $1.43 M | 33.56% | 0.79% |
| 02/09/2026 | 362.04 K | $1.39 M | -16.46% | 0.76% | |
| OPPENHEIMER & CO INC | 02/02/2026 | 350.78 K | $1.34 M | 1.16% | 0.74% |
| CAMELOT PORTFOLIOS, LLC | 01/29/2026 | 306.51 K | $1.17 M | -8.99% | 0.65% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 301.29 K | $1.15 M | -8.21% | 0.64% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 293.12 K | $1.12 M | 5.14% | 0.62% |
| NORTHERN TRUST CORP | 02/17/2026 | 270.49 K | $1.04 M | -4.85% | 0.57% |
| MADDEN SECURITIES CORP | 02/04/2026 | 221.57 K | $848.61 K | 2.52% | 0.47% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 165.43 K | $633.58 K | 37.37% | 0.35% |
| NUVEEN, LLC | 02/12/2026 | 162.27 K | $621.51 K | 2.55% | 0.34% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 146.54 K | $561.26 K | 2.01% | 0.31% |
| UBS GROUP AG | 01/29/2026 | 118.05 K | $452.12 K | -61.06% | 0.25% |
| JANE STREET GROUP, LLC | 02/12/2026 | 109.29 K | $418.58 K | 76.26% | 0.23% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 102.69 K | $393.29 K | 72.39% | 0.22% |
| HRT FINANCIAL LP | 02/12/2026 | 96.32 K | $368.00 K | 853.63% | 0.20% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 89.91 K | $344.36 K | 0.11% | 0.19% |
| MIDWESTONE FINANCIAL GROUP, INC. | 02/12/2026 | 85.00 K | $325.55 K | 0.00% | 0.18% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 76.96 K | $294.74 K | -12.06% | 0.16% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 02/17/2026 | 66.11 K | $277.01 K | 3.68% | 0.14% |
| ASSET MANAGEMENT ONE CO., LTD. | 01/27/2026 | 65.18 K | $247.03 K | 2.54% | 0.14% |
| BARCLAYS PLC | 02/13/2026 | 63.64 K | $243.74 K | 17.65% | 0.13% |
| SMH CAPITAL ADVISORS INC | 02/12/2026 | 58.42 K | $223.74 K | -3.20% | 0.12% |
| NOMURA ASSET MANAGEMENT CO LTD | 02/10/2026 | 53.26 K | $204.00 K | 2.55% | 0.11% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 52.46 K | $200.94 K | 100.00% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 50.46 K | $193.25 K | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 48.90 K | $187.29 K | 100.00% | 0.10% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 46.52 K | $178.15 K | 16.18% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 42.29 K | $161.98 K | 122.13% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 41.55 K | $159.15 K | 2.55% | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 40.56 K | $155.36 K | -11.64% | 0.09% |
| 02/17/2026 | 39.39 K | $150.86 K | 100.00% | 0.08% | |
| DEUTSCHE BANK AG\ | 02/11/2026 | 38.35 K | $146.87 K | 2.55% | 0.08% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 37.64 K | $144.17 K | 2.55% | 0.08% |
| INVESCO LTD. | 02/19/2026 | 36.96 K | $141.55 K | 4.84% | 0.08% |
| JPMORGAN CHASE & CO | 02/11/2026 | 36.93 K | $141.42 K | -29.38% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 36.40 K | $139.41 K | 25.95% | 0.08% |
| RHUMBLINE ADVISERS | 02/13/2026 | 34.94 K | $133.83 K | -5.59% | 0.07% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 34.40 K | $124.51 K | 2.55% | 0.07% |
| CATALYST CAPITAL ADVISORS LLC | 02/10/2026 | 33.63 K | $128.80 K | 2.55% | 0.07% |
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NexPoint Diversified Real Estate Trust institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of NexPoint Diversified Real Estate Trust. The most heavily invested institutionals were:
NEXPOINT ASSET MANAGEMENT, L.P.: 5.03 M
BlackRock, Inc.: 3.03 M
MORGAN STANLEY: 2.68 M
VANGUARD GROUP INC: 2.18 M
WEDBUSH SECURITIES INC: 1.94 M
RAYMOND JAMES FINANCIAL INC: 993,745
51.94% of NexPoint Diversified Real Estate Trust stock is owned by institutional investors.
Institutional investors have bought a total of 27.66 M shares in the last 24 months. This purchase volume represents approximately $123.08 M in transactions.