Nexpoint Diversified Real Estate Trust: which funds bought and sold
Institutions that bought and sold Nexpoint Diversified Real Estate Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 78 institutions that filed 13F reports for both quarters added to or opened positions in Nexpoint Diversified Real Estate Trust, and 42 cut or closed them. Together they added a net 1.4M shares, +5.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 34K shares (+3.0%); index fund managers were net buyers of 207K shares (+2.6%). 10 opened a new position and 8 sold out entirely.
Bought, Q2 2026 78 institutions, 10 of them new holders Sold, Q2 2026 42 institutions, 8 of them sold out
Net change, all compared +1.4M shares (+5.5%)
Net change, active managers +34K shares (+3.0%), 5 bought, 2 sold
Buyers versus sellers
78 bought 12 42 sold
Active managers and hedge funds 5 bought · 2 sold · +34K
Index fund managers 7 bought · 2 sold · +207K
Other institutions 66 bought · 38 sold · +1.2M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Raymond James Financial Inc | +1.0M +32.1% | 4.2M | $21.6M |
| Cambridge Investment Research Advisors, Inc. | +493K +107.4% | 952K | $4.9M |
| Blackrock, Inc. Index funds | +201K +6.4% | 3.3M | $17.3M |
| Nexpoint Asset Management, L.P. | +117K +2.2% | 5.5M | $28.5M |
| Oppenheimer & Co Inc | +66K +18.2% | 427K | $2.2M |
| TCW Group Inc Active manager | +56K +6.5% | 924K | $4.8M |
| Quantinno Capital Management LP | +46K +64.8% | 116K | $600,506 |
| Empowered Funds, LLC | +36K New position | 36K | $185,356 |
| Geode Capital Management, LLC Index funds | +35K +3.5% | 1.0M | $5.4M |
| Vanguard Portfolio Management LLC Index funds | +33K +15.2% | 248K | $1.3M |
| Russell Investments Group, Ltd. | +31K +158.4% | 50K | $258,893 |
| Matisse Capital | +20K +2.2% | 924K | $4.8M |
| Nations Financial Group Inc, | +17K +10.0% | 185K | $960,830 |
| Hightower Advisors, LLC | +16K New position | 16K | $82,557 |
| Wells Fargo & Company | +16K +89.7% | 33K | $172,860 |
| Citigroup Inc | +15K +887.1% | 17K | $88,168 |
| Charles Schwab Investment Management Inc Index funds | +14K +3.9% | 381K | $2M |
| Wealth Enhancement Advisory Services, LLC | +10K New position | 10K | $53,700 |
| Invesco Ltd. | +9,564 +25.6% | 47K | $243,182 |
| Deutsche Bank Ag\ | +8,943 +32.4% | 37K | $189,508 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| TCW Group Inc Active manager | +56K +6.5% | 924K | $4.8M |
| AQR Capital Management LLC Hedge fund | +6,992 +7.2% | 103K | $536,853 |
| Alliancebernstein L.P. Active manager | +5,437 +11.2% | 54K | $251,409 |
| Price T Rowe Associates Inc Active manager | +1,868 +6.1% | 33K | $170,000 |
| FMR LLC Active manager | +922 +7.7% | 13K | $66,876 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Morgan Stanley | −289K −11.4% | 2.2M | $11.6M |
| Nuveen, LLC | −160K −58.5% | 113K | $587,425 |
| UBS Group AG | −81K −36.7% | 139K | $720,922 |
| Jane Street Group, LLC | −79K −40.1% | 118K | $611,584 |
| Vanguard Capital Management LLC Index funds | −62K −3.6% | 1.6M | $8.5M |
| Goldman Sachs Group Inc | −52K −31.2% | 116K | $599,803 |
| Citadel Advisors LLC Hedge fund | −34K −46.3% | 39K | $204,496 |
| State Street Corp Index funds | −31K −3.4% | 872K | $4.5M |
| Wedbush Securities Inc | −16K −20.2% | 64K | $334,000 |
| Bank Of New York Mellon Corp | −14K −9.7% | 127K | $660,038 |
| Commonwealth Equity Services, LLC | −14K Sold out | 0 | — |
| Iht Wealth Management, LLC | −13K Sold out | 0 | — |
| Susquehanna International Group, LLP | −12K Sold out | 0 | — |
| Bank Of America Corp | −12K −20.8% | 46K | $237,173 |
| Manufacturers Life Insurance Company, The | −10K Sold out | 0 | — |
| Xtx Topco Ltd | −8,662 −12.2% | 63K | $324,889 |
| Burford Brothers, Inc. | −6,394 −32.7% | 13K | $68,317 |
| NISA Investment Advisors, LLC | −3,945 −91.7% | 356 | $1,848 |
| Gatepass Capital, LLC | −3,741 −2.6% | 138K | $713,667 |
| Sumitomo Mitsui Trust Group, Inc. | −3,180 −8.8% | 33K | $171,410 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | −34K −46.3% | 39K | $204,496 |
| Neuberger Berman Group LLC Active manager | −3,074 −21.3% | 11K | $58,984 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Empowered Funds, LLC | 36K | $185,356 |
| Hightower Advisors, LLC | 16K | $82,557 |
| Wealth Enhancement Advisory Services, LLC | 10K | $53,700 |
| Northwestern Mutual Wealth Management Co | 1,441 | $7,479 |
| Integrated Wealth Concepts LLC | 603 | $3,131 |
| United Financial Planning Group LLC | 217 | $1,126 |
| Westside Investment Management, Inc. | 23 | $119 |
| Ameritas Advisory Services, LLC | 13 | $69 |
| Fortitude Family Office, LLC | 5 | $26 |
| Jpl Wealth Management, LLC | 1 | $6 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Commonwealth Equity Services, LLC | 14K | $64,000 |
| Iht Wealth Management, LLC | 13K | $59,999 |
| Susquehanna International Group, LLP | 12K | $56,166 |
| Manufacturers Life Insurance Company, The | 10K | $47,611 |
| Avion Wealth | 1,573 | $7,000 |
| Mountain Hill Investment Partners Corp. | 260 | $1,213 |
| Mai Capital Management | 54 | $253 |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $5 |
Who holds the shares
- Institutions reporting
- 125
- Ten largest holders
- 79.5% of 13F-reported shares
- Index fund managers
- 29.9% of 13F-reported shares
- Active managers and hedge funds
- 4.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 5 | 2 | 0 | 0 | +34K | +3.0% |
| Index fund managers | 7 | 2 | 0 | 0 | +207K | +2.6% |
| Other institutions | 66 | 38 | 10 | 8 | +1.2M | +7.0% |
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