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. | 08/14/2026 | 5.48 M | $28.45 M | 2.18% | 10.95% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 4.17 M | $21.63 M | 32.06% | 8.32% |
| BLACKROCK, INC. | 08/07/2026 | 3.33 M | $17.27 M | 6.44% | 6.64% |
| MORGAN STANLEY | 08/13/2026 | 2.24 M | $11.64 M | -11.41% | 4.48% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.65 M | $8.54 M | -3.65% | 3.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.03 M | $5.37 M | 3.49% | 2.07% |
| MATISSE CAPITAL | 08/12/2026 | 923.63 K | $4.79 M | 2.19% | 1.84% |
| TCW GROUP INC | 08/03/2026 | 923.52 K | $4.79 M | 6.45% | 1.84% |
| STATE STREET CORP | 08/07/2026 | 872.22 K | $4.53 M | -3.42% | 1.74% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 476.21 K | $2.47 M | 3.72% | 0.95% |
| OPPENHEIMER & CO INC | 08/03/2026 | 427.15 K | $2.22 M | 18.24% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 380.63 K | $1.98 M | 3.90% | 0.76% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 380.63 K | $1.98 M | 100.00% | 0.76% |
| CONCORDE ASSET MANAGEMENT, LLC | 08/18/2026 | 303.43 K | $1.57 M | 1.04% | 0.61% |
| NORTHERN TRUST CORP | 08/13/2026 | 302.82 K | $1.57 M | 2.25% | 0.60% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 300.01 K | $1.56 M | 2.35% | 0.60% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 275.72 K | $1.43 M | 3.03% | 0.55% |
| CAMELOT PORTFOLIOS, LLC | 07/17/2026 | 257.04 K | $1.33 M | -0.71% | 0.51% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 248.04 K | $1.29 M | 15.21% | 0.50% |
| MADDEN SECURITIES CORP | 07/24/2026 | 231.71 K | $1.20 M | 2.18% | 0.46% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 185.13 K | $960.83 K | 10.04% | 0.37% |
| UBS GROUP AG | 08/13/2026 | 138.91 K | $720.92 K | -36.74% | 0.28% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 137.51 K | $713.67 K | -2.65% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 127.18 K | $660.04 K | -9.74% | 0.25% |
| JANE STREET GROUP, LLC | 08/14/2026 | 117.84 K | $611.58 K | -40.15% | 0.24% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 115.70 K | $600.51 K | 64.81% | 0.23% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 115.57 K | $599.80 K | -31.16% | 0.23% |
| NUVEEN, LLC | 08/11/2026 | 113.18 K | $587.43 K | -58.54% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 103.44 K | $536.85 K | 7.25% | 0.21% |
| ODYSSEAN, LLC | 08/14/2026 | 94.84 K | $492.20 K | 2.18% | 0.19% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 92.86 K | $481.93 K | 1.85% | 0.19% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 08/14/2026 | 69.42 K | $360.29 K | 1.90% | 0.14% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 64.41 K | $334.28 K | 12.12% | 0.13% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 64.31 K | $334.00 K | -20.22% | 0.13% |
| NOMURA ASSET MANAGEMENT CO LTD | 08/13/2026 | 63.23 K | $328.16 K | 2.07% | 0.13% |
| XTX TOPCO LTD | 08/14/2026 | 62.60 K | $324.89 K | -12.16% | 0.13% |
| SMH CAPITAL ADVISORS INC | 08/13/2026 | 59.80 K | $310.35 K | 2.30% | 0.12% |
| ASSET MANAGEMENT ONE CO., LTD. | 07/28/2026 | 58.47 K | $303.44 K | 2.72% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 53.84 K | $251.41 K | 11.23% | 0.11% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 49.88 K | $258.89 K | 158.42% | 0.10% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 08/14/2026 | 46.99 K | $243.86 K | 2.17% | 0.09% |
| INVESCO LTD. | 08/14/2026 | 46.86 K | $243.18 K | 25.65% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 45.70 K | $237.17 K | -20.82% | 0.09% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/17/2026 | 42.55 K | $220.82 K | 1.82% | 0.09% |
| CITADEL ADVISORS LLC | 08/14/2026 | 39.40 K | $204.50 K | -46.29% | 0.08% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 36.51 K | $189.51 K | 32.44% | 0.07% |
| RHUMBLINE ADVISERS | 08/12/2026 | 36.15 K | $187.63 K | 4.85% | 0.07% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 36.09 K | $187.30 K | 2.35% | 0.07% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 35.71 K | $185.36 K | 100.00% | 0.07% |
| CATALYST CAPITAL ADVISORS LLC | 07/24/2026 | 35.29 K | $183.15 K | 2.35% | 0.07% |
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NexPoint Diversified Real Estate Trust institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of NexPoint Diversified Real Estate Trust. The most heavily invested institutionals were:
NEXPOINT ASSET MANAGEMENT, L.P.: 5.48 M
RAYMOND JAMES FINANCIAL INC: 4.17 M
BlackRock, Inc.: 3.33 M
MORGAN STANLEY: 2.24 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.65 M
GEODE CAPITAL MANAGEMENT, LLC: 1.03 M
54.02% of NexPoint Diversified Real Estate Trust stock is owned by institutional investors.
Institutional investors have bought a total of 32.76 M shares in the last 24 months. This purchase volume represents approximately $153.64 M in transactions.