NexPoint Diversified Real Estate Trust (NXDT) Ownership
NXDT ownership summary
as of October 18, 2026- Institutions
- 51.5% of shares outstanding
- Insiders
- 27.34% of shares outstanding
- Shares outstanding
- 53.1M
- Float
- 43.1M shares available to trade
- Short interest
- 2.32% 909K shares short
- Days to cover
- 6.01 short interest down 6.9% vs prior month
- Institutions 51.51%
- Insiders 27.34%
- Other investors 21.16%
NXDT top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | State Street Corp | 1.64% | 872K | $4.3M | +872,223 (0.0%) | June 30, 2026 |
| 2 | Camelot Funds, LLC | 0.48% | 257K | $1.3M | −1,828 (−0.7%) | June 30, 2026 |
| 3 | Nations Financial Group Inc | 0.35% | 185K | $907,142 | +185,131 (0.0%) | June 30, 2026 |
| 4 | GatePass Capital, LLC | 0.26% | 138K | $673,789 | −3,741 (−2.6%) | June 30, 2026 |
| 5 | Wedbush Morgan Securities Inc | 0.12% | 64K | $315,119 | +64,310 (0.0%) | June 30, 2026 |
| 6 | Sumitomo Mitsui Trust Group Inc | 0.07% | 36K | $177,414 | −1,435 (−3.8%) | March 31, 2026 |
| 7 | Sovereign Financial Group, Inc. | 0.06% | 33K | $162,597 | +33,183 (0.0%) | June 30, 2026 |
| 8 | CALDWELL SUTTER CAPITAL INC | 0.04% | 21K | $101,435 | −2 (−0.0%) | June 30, 2026 |
| 9 | Resona Asset Management Co., Ltd. | 0.03% | 16K | $79,542 | +272 (+1.7%) | June 30, 2026 |
| 10 | Police & Firemen's Retirement System of New Jersey | 0.02% | 13K | $64,283 | — | June 30, 2026 |
| 11 | HARBOUR INVESTMENTS, INC. | 0.01% | 7,892 | $38,671 | +244 (+3.2%) | June 30, 2026 |
| 12 | CWM, LLC duplicate | 0.01% | 6,469 | $31,698 | +6,469 (0.0%) | March 31, 2026 |
| 13 | IFP Advisors, LLC | 0.01% | 4,801 | $23,525 | +4,801 (0.0%) | June 30, 2026 |
| 14 | California State Teachers Retirement Sys | <0.01% | 2,005 | $9,824 | +2,005 (0.0%) | March 31, 2026 |
| 15 | GAMMA Investing LLC | <0.01% | 1,396 | $6,840 | +1,396 (0.0%) | June 30, 2026 |
| 16 | Pinnacle Wealth Planning Services Inc | <0.01% | 1,314 | $6,439 | +27 (+2.1%) | June 30, 2026 |
| 17 | Versant Capital Management Inc | <0.01% | 1,190 | $5,831 | +1,190 (0.0%) | June 30, 2026 |
| 18 | Financial Gravity Companies Inc | <0.01% | 698 | $3,420 | +698 (0.0%) | June 30, 2026 |
| 19 | Financial Gravity Wealth, Inc. | <0.01% | 684 | $3,352 | +684 (0.0%) | March 31, 2026 |
| 20 | Anfield Capital Management, LLC | <0.01% | 636 | $3,116 | +636 (0.0%) | March 31, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 15 holders added 1.2M shares and 4 cut 7,006.
NXDT top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Highland Opportunities and Income Ord | 3.00% | 1.6M | $7.8M | +1.6M (0.0%) | June 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.14% | 1.1M | $5.6M | +1.1M (0.0%) | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 1.87% | 994K | $4.9M | −11,456 (−1.1%) | September 30, 2026 |
| 4 | Matisse Discounted Cl-End Fd Strat Instl | 1.73% | 918K | $4.5M | +918,002 (0.0%) | August 31, 2026 |
| 5 | Highland Global Allocation A | 1.32% | 703K | $3.4M | +702,723 (0.0%) | August 31, 2026 |
| 6 | Modern Capital Tactical Income A | 1.00% | 529K | $2.6M | −82,785 (−13.5%) | March 31, 2026 |
| 7 | Fidelity Small Cap Index | 0.81% | 433K | $2.1M | +432,653 (0.0%) | July 31, 2026 |
| 8 | iShares Russell 2000 Value ETF | 0.69% | 364K | $1.8M | +552 (+0.2%) | September 30, 2026 |
| 9 | Schwab US Small-Cap ETF™ | 0.44% | 235K | $1.2M | +153 (+0.1%) | September 30, 2026 |
| 10 | Fidelity Extended Market Index | 0.42% | 225K | $1.1M | +225,213 (0.0%) | August 31, 2026 |
| 11 | Vanguard Russell 2000 ETF | 0.40% | 212K | $1.0M | +212,411 (0.0%) | August 31, 2026 |
| 12 | High Income Securities | 0.33% | 177K | $864,894 | +4,056 (+2.4%) | May 31, 2026 |
| 13 | iShares Core US REIT ETF | 0.28% | 146K | $716,130 | −1,155 (−0.8%) | September 30, 2026 |
| 14 | Special Opportunities Fund | 0.23% | 121K | $591,254 | +2,964 (+2.5%) | March 31, 2026 |
| 15 | iShares Micro-Cap ETF | 0.23% | 120K | $589,039 | −829 (−0.7%) | September 30, 2026 |
| 16 | Schwab Small Cap Index | 0.17% | 91K | $447,203 | +91,266 (0.0%) | August 31, 2026 |
| 17 | Stt Strt SPDR® Russell2000 US SmCapETF | 0.16% | 83K | $404,451 | +5,656 (+7.4%) | August 31, 2026 |
| 18 | Fidelity Total Market Index | 0.15% | 82K | $400,967 | +81,830 (0.0%) | August 31, 2026 |
| 19 | FullerThaler Behvrl Mcr-Cp Eq Instl | 0.13% | 69K | $338,997 | +69,183 (0.0%) | August 31, 2026 |
| 20 | Fidelity Series Total Market Index | 0.12% | 65K | $319,999 | +65,306 (0.0%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
NXDT insider transactions
latest 11| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-18 | Brian Mitts | Sell | $4.18 | 14,449 | $60,397 |
| 2025-12-01 | Arthur B Laffer | Buy | $2.74 | 5,101 | $13,977 |
| 2025-11-19 | Paul Richards | Buy | $2.78 | 5,000 | $13,900 |
| 2025-07-09 | Arthur B Laffer | Buy | $4.80 | 5,250 | $25,200 |
| 2025-07-07 | Arthur B Laffer | Buy | $4.63 | 5,250 | $24,308 |
| 2025-07-02 | Arthur B Laffer | Buy | $4.67 | 5,000 | $23,350 |
| 2025-06-26 | Arthur B Laffer | Buy | $4.20 | 5,750 | $24,150 |
| 2025-06-25 | Arthur B Laffer | Buy | $4.14 | 5,500 | $22,770 |
| 2025-06-06 | Arthur B Laffer | Buy | $3.92 | 6,000 | $23,520 |
| 2025-06-04 | Arthur B Laffer | Buy | $3.83 | 4,400 | $16,852 |
| 2025-05-23 | Paul Richards | Buy | $3.34 | 4,214 | $14,075 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
NXDT shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns NXDT
Institutional investors own 51.5% of NexPoint Diversified Real Estate's shares and insiders 27.34%. The largest holder is State Street Corp with 1.64% of the shares (872K), as of June 30, 2026. Among the top 20 institutions, 15 added shares and 4 reduced their stake in the latest filings. Short interest is 2.32% of the float, or 6.01 days of average trading volume. The share count rose 189.6% since 2014.
Related: NXDT key metrics, NXDT dividend history. See the NXDT stock overview for the latest quote and news.
NXDT ownership FAQ
Who owns the most NexPoint Diversified Real Estate stock?
The largest shareholders of NexPoint Diversified Real Estate are State Street Corp (1.64%), Camelot Funds, LLC (0.48%), Nations Financial Group Inc (0.35%), GatePass Capital, LLC (0.26%), Wedbush Morgan Securities Inc (0.12%).
What percentage of NexPoint Diversified Real Estate is owned by institutions?
Institutions hold 51.5% of NexPoint Diversified Real Estate's shares outstanding; insiders hold 27.34%.
Which funds own NexPoint Diversified Real Estate?
The largest fund holders of NexPoint Diversified Real Estate are Highland Opportunities and Income Ord (3.00%), Vanguard MStar Total Stk Mkt Idx Invest (2.14%), iShares Russell 2000 ETF (1.87%), Matisse Discounted Cl-End Fd Strat Instl (1.73%), Highland Global Allocation A (1.32%).
What is NexPoint Diversified Real Estate's short interest?
909K shares of NexPoint Diversified Real Estate were sold short, 2.32% of the float; at the average daily volume it would take 6.01 days to cover.
Are insiders buying or selling NexPoint Diversified Real Estate?
Of the latest 11 reported insider transactions in NexPoint Diversified Real Estate (since May 23, 2025), 10 were purchases and 1 were sales.
How many shares of NexPoint Diversified Real Estate are outstanding?
NexPoint Diversified Real Estate has 53.1M shares outstanding, of which 43.1M are in the public float.