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. | 11/14/2025 | 4.91 M | $18.10 M | 11.18% | 10.74% |
| VANGUARD GROUP INC | 11/07/2025 | 3.55 M | $13.09 M | -1.57% | 7.77% |
| MORGAN STANLEY | 11/14/2025 | 3.04 M | $11.24 M | 7.68% | 6.66% |
| BLACKROCK, INC. | 11/12/2025 | 2.91 M | $10.74 M | 1.42% | 6.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.03 M | $3.79 M | 7.08% | 2.25% |
| MATISSE CAPITAL | 10/29/2025 | 944.85 K | $3.49 M | 15.24% | 2.07% |
| STATE STREET CORP | 11/14/2025 | 787.93 K | $2.91 M | 12.58% | 1.72% |
| TCW GROUP INC | 11/14/2025 | 707.58 K | $2.61 M | 22.59% | 1.55% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 519.97 K | $1.92 M | -0.89% | 1.14% |
| 10/29/2025 | 433.36 K | $1.60 M | 7.86% | 0.95% | |
| OPPENHEIMER & CO INC | 11/06/2025 | 346.77 K | $1.28 M | -1.77% | 0.76% |
| CAMELOT PORTFOLIOS, LLC | 11/17/2025 | 336.78 K | $1.24 M | -8.42% | 0.74% |
| CONCORDE ASSET MANAGEMENT, LLC | 11/14/2025 | 328.24 K | $1.17 M | 100.00% | 0.72% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 326.26 K | $1.20 M | -86.50% | 0.71% |
| UBS GROUP AG | 11/13/2025 | 303.17 K | $1.12 M | 1,192.52% | 0.66% |
| NORTHERN TRUST CORP | 11/14/2025 | 284.29 K | $1.05 M | 0.30% | 0.62% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 278.86 K | $1.03 M | -15.13% | 0.61% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 278.80 K | $1.03 M | 0.00% | 0.61% |
| CITADEL ADVISORS LLC | 11/14/2025 | 228.01 K | $841.36 K | 256.17% | 0.50% |
| MADDEN SECURITIES CORP | 10/24/2025 | 216.12 K | $797.49 K | 2.55% | 0.47% |
| NUVEEN, LLC | 11/12/2025 | 158.24 K | $583.91 K | 1.90% | 0.35% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 143.65 K | $530.08 K | 7.96% | 0.31% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10/28/2025 | 120.42 K | $444.37 K | -5.70% | 0.26% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 89.81 K | $331.40 K | 1.58% | 0.20% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 11/12/2025 | 87.51 K | $322.90 K | 6.71% | 0.19% |
| MIDWESTONE FINANCIAL GROUP, INC. | 11/06/2025 | 85.00 K | $313.65 K | 0.00% | 0.19% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 82.44 K | $304.19 K | 100.00% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 76.84 K | $283.55 K | -1.38% | 0.17% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 11/13/2025 | 63.77 K | $267.18 K | -23.92% | 0.14% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/22/2025 | 63.57 K | $234.56 K | 2.65% | 0.14% |
| JANE STREET GROUP, LLC | 11/14/2025 | 62.01 K | $228.80 K | 100.00% | 0.14% |
| SMH CAPITAL ADVISORS INC | 11/13/2025 | 60.35 K | $191.91 K | 2.68% | 0.13% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 59.57 K | $219.80 K | -20.70% | 0.13% |
| ADAMS ASSET ADVISORS, LLC | 10/09/2025 | 56.30 K | $207.75 K | 0.00% | 0.12% |
| BARCLAYS PLC | 11/12/2025 | 54.09 K | $199.59 K | -10.76% | 0.12% |
| JPMORGAN CHASE & CO | 11/26/2025 | 52.29 K | $192.95 K | 13.95% | 0.11% |
| NOMURA ASSET MANAGEMENT CO LTD | 11/12/2025 | 51.94 K | $191.66 K | 2.68% | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 45.91 K | $169.39 K | -2.34% | 0.10% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 45.20 K | $166.78 K | 61.12% | 0.10% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 40.88 K | $150.84 K | 6.06% | 0.09% |
| XTX TOPCO LTD | 11/14/2025 | 40.64 K | $149.95 K | -28.10% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 40.52 K | $149.52 K | 7.26% | 0.09% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 40.04 K | $147.74 K | 3.10% | 0.09% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 37.39 K | $137.98 K | 0.00% | 0.08% |
| RHUMBLINE ADVISERS | 11/06/2025 | 37.01 K | $136.57 K | -10.08% | 0.08% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 36.71 K | $135.45 K | -0.87% | 0.08% |
| INVESCO LTD. | 11/13/2025 | 35.25 K | $130.08 K | 22.99% | 0.08% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/12/2025 | 33.54 K | $123.76 K | 2.68% | 0.07% |
| CATALYST CAPITAL ADVISORS LLC | 11/12/2025 | 32.79 K | $121.01 K | 2.68% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 32.25 K | $118.99 K | -22.16% | 0.07% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
NexPoint Diversified Real Estate Trust institutional Ownership - FAQ's
During the previous two years, 127 institutional investors and hedge funds held shares of NexPoint Diversified Real Estate Trust. The most heavily invested institutionals were:
Matisse Capital: 861,609
Legacy Wealth Managment, LLC/ID: 76,955
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.: 34,395
Sovereign Financial Group, Inc.: 23,449
CALDWELL SUTTER CAPITAL, INC.: 19,416
STRS OHIO: 7,469
52.64% of NexPoint Diversified Real Estate Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.26 M shares in the last 24 months. This purchase volume represents approximately $101.42 M in transactions.