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. | 05/15/2026 | 5.37 M | $25.06 M | 6.68% | 11.60% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 3.16 M | $14.74 M | 217.52% | 6.82% |
| BLACKROCK, INC. | 05/13/2026 | 3.13 M | $14.60 M | 3.17% | 6.76% |
| MORGAN STANLEY | 05/15/2026 | 2.53 M | $11.83 M | -5.50% | 5.48% |
| 05/15/2026 | 1.71 M | $7.98 M | 100.00% | 3.69% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 999.71 K | $4.67 M | 10.95% | 2.16% |
| MATISSE CAPITAL | 05/08/2026 | 903.84 K | $4.22 M | 4.90% | 1.95% |
| STATE STREET CORP | 05/15/2026 | 903.13 K | $4.22 M | 9.13% | 1.95% |
| TCW GROUP INC | 05/14/2026 | 867.52 K | $4.05 M | 18.11% | 1.88% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 459.14 K | $2.14 M | -3.63% | 0.99% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 366.33 K | $1.71 M | -1.64% | 0.79% |
| OPPENHEIMER & CO INC | 04/24/2026 | 361.26 K | $1.69 M | 2.99% | 0.78% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 300.32 K | $1.40 M | -0.32% | 0.65% |
| NORTHERN TRUST CORP | 05/14/2026 | 296.15 K | $1.38 M | 9.49% | 0.64% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 293.12 K | $1.37 M | 0.00% | 0.63% |
| NUVEEN, LLC | 04/30/2026 | 272.99 K | $1.27 M | 68.23% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 267.62 K | $1.25 M | 100.00% | 0.58% |
| CAMELOT PORTFOLIOS, LLC | 05/08/2026 | 258.86 K | $1.21 M | -15.54% | 0.56% |
| MADDEN SECURITIES CORP | 05/05/2026 | 226.78 K | $1.06 M | 2.35% | 0.49% |
| UBS GROUP AG | 05/05/2026 | 219.58 K | $1.03 M | 86.01% | 0.47% |
| 05/08/2026 | 215.31 K | $1.01 M | 100.00% | 0.47% | |
| JANE STREET GROUP, LLC | 05/12/2026 | 196.89 K | $919.46 K | 80.15% | 0.43% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 168.25 K | $785.71 K | 1.71% | 0.36% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 167.88 K | $783.99 K | 63.49% | 0.36% |
| 05/06/2026 | 141.25 K | $659.63 K | -60.99% | 0.31% | |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 140.89 K | $657.96 K | -3.86% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 96.45 K | $450.41 K | 137.77% | 0.21% |
| 05/15/2026 | 92.82 K | $433.46 K | 135.64% | 0.20% | |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 91.17 K | $425.77 K | 1.40% | 0.20% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 80.61 K | $376.00 K | -95.84% | 0.17% |
| CITADEL ADVISORS LLC | 05/15/2026 | 73.37 K | $342.62 K | 100.00% | 0.16% |
| XTX TOPCO LTD | 05/15/2026 | 71.26 K | $332.79 K | 100.00% | 0.15% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 70.20 K | $327.86 K | 422.23% | 0.15% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 05/14/2026 | 68.12 K | $318.13 K | 3.04% | 0.15% |
| NOMURA ASSET MANAGEMENT CO LTD | 05/11/2026 | 61.95 K | $289.29 K | 16.30% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 57.72 K | $269.54 K | 36.48% | 0.12% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 57.45 K | $268.28 K | -25.35% | 0.12% |
| ASSET MANAGEMENT ONE CO., LTD. | 05/08/2026 | 56.92 K | $265.82 K | -12.67% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 48.40 K | $185.36 K | 16.47% | 0.10% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 05/15/2026 | 45.99 K | $214.76 K | 100.00% | 0.10% |
| CITADEL ADVISORS LLC | 05/15/2026 | 43.00 K | $200.81 K | 18.13% | 0.09% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 41.79 K | $195.16 K | 239.39% | 0.09% |
| INVESCO LTD. | 05/12/2026 | 37.29 K | $174.15 K | 0.90% | 0.08% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 36.21 K | $169.09 K | -3.81% | 0.08% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 35.26 K | $164.66 K | 2.51% | 0.08% |
| RHUMBLINE ADVISERS | 05/12/2026 | 34.48 K | $161.03 K | -1.32% | 0.07% |
| CATALYST CAPITAL ADVISORS LLC | 05/06/2026 | 34.48 K | $161.01 K | 2.52% | 0.07% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 30.86 K | $145.00 K | 61.13% | 0.07% |
| SOVEREIGN FINANCIAL GROUP, INC. | 04/17/2026 | 30.47 K | $142.27 K | 29.92% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 27.59 K | $128.84 K | -8.66% | 0.06% |
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NexPoint Diversified Real Estate Trust institutional Ownership - FAQ's
During the previous two years, 159 institutional investors and hedge funds held shares of NexPoint Diversified Real Estate Trust. The most heavily invested institutionals were:
NEXPOINT ASSET MANAGEMENT, L.P.: 5.37 M
RAYMOND JAMES FINANCIAL INC: 3.16 M
BlackRock, Inc.: 3.13 M
MORGAN STANLEY: 2.53 M
GEODE CAPITAL MANAGEMENT, LLC: 999,712
Matisse Capital: 903,840
55.52% of NexPoint Diversified Real Estate Trust stock is owned by institutional investors.
Institutional investors have bought a total of 29.21 M shares in the last 24 months. This purchase volume represents approximately $137.02 M in transactions.