NexPoint Diversified Real Estate Trust
Ownership
Ownership Structure
Who owns NexPoint Diversified Real Estate Trust (NXDT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 81.2% of the shares are freely tradable; institutional investors hold 51.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| State Street Corp | 1.64 | 872,223 | +0.0 | 06/30/2026 |
| Camelot Funds, LLC | 0.48 | 257,035 | -0.7 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Highland Opportunities and Income Ord | 3.01 | 1,595,828 | +0.0 | 06/30/2026 |
| iShares Russell 2000 ETF | 1.87 | 993,690 | -1.1 | 09/30/2026 |
| Matisse Discounted Cl-End Fd Strat Instl | 1.73 | 918,002 | +0.0 | 09/30/2026 |
| Modern Capital Tactical Income A | 1.00 | 528,561 | -13.5 | 03/31/2026 |
| Fidelity Small Cap Index | 0.81 | 432,653 | +0.0 | 07/31/2026 |
| iShares Russell 2000 Value ETF | 0.69 | 364,353 | +0.2 | 09/30/2026 |
| Schwab US Small-Cap ETF™ | 0.44 | 235,091 | +0.1 | 09/30/2026 |
| Fidelity Extended Market Index | 0.42 | 225,213 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.