NexPoint Diversified Real Estate Trust· NXDT

🇺🇸 US · MicroBroad USNYSE

Real EstateREIT - DiversifiedWebsite

Price: $4.53
Day: -3.82%
Mkt Cap: $234.31M
52W Range: $2.55 – $5.95
Volume: 229.6K
Beta: 0.88

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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NexPoint Diversified Real Estate Trust

NXDT|Real Estate|REIT - Diversified

Current price: $5

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$262.9K

Net share flow+53.7K

Purchases1 ($262.9K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

DONDERO JAMES D

Purchase

$2.5M

Dec 13

DONDERO JAMES D

Purchase

$2.0M

May 3

DONDERO JAMES D

Purchase

$1.6M

Nov 28

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership51.3%

13F share flow+21.5%

Investors holding129

+105 adding-43 reducing

New 16Inc 89Red 32Closed 11

Top Institutional Holders

Institution

Value

Change

NEXPOINT ASSET MANAGEMENT, L.P.

$25.1M

+9.4%

RAYMOND JAMES FINANCIAL INC

$14.7M

+225.6%

BLACKROCK, INC.

$14.6M

+5.8%

MORGAN STANLEY

$11.8M

-3.1%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting35

Total shares held6.9M

Share flow-12.3%

16 buying7 selling

Buying 16Unchanged 12Selling 7

Top Fund Holders

Fund

Weight

Change

Starboard Investment Trust

877.8K

67.46%

FIDELITY CONCORD STREET TRUST

378.8K

0.14%

+13.0K

SCHWAB STRATEGIC TRUST

228.8K

0.07%

+2.0K

VANGUARD SCOTTSDALE FUNDS

221.6K

0.01%

+15.4K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

NXDT Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+84

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for NXDT

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Light insider buying in Q2 2026

Meaningful: 1 purchase totaling $262.9K (53.7K shares)

Share volume is below the historical average

Insider buying in 3 of the last 4 quarters

Notable Recent Transactions, NXDT

Top 8 highest-value recent insider trades

DONDERO JAMES D

Officer

Buy

187,500 shares at $13.31

Dec 13, 2021$2.50M

DONDERO JAMES D

Officer

Buy

127,400 shares at $15.75

May 3, 2022$2.01M

DONDERO JAMES D

Officer

Buy

118,673 shares at $13.83

Nov 28, 2022$1.64M

DONDERO JAMES D

Officer

Sell

118,673 shares at $13.83

Nov 28, 2022$1.64M

DONDERO JAMES D

Officer

Sell

198,419 shares at $8.04

Mar 30, 2020$1.60M

NORRIS DUSTIN DAVID

Officer

Buy

300,000 shares at $3.53

Apr 7, 2025$1.06M

DONDERO JAMES D

Officer

Sell

127,261 shares at $8.15

Mar 27, 2020$1.04M

DONDERO JAMES D

Officer

Sell

131,691 shares at $7.84

Mar 25, 2020$1.03M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for NXDT

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

51.3% institutional ownership

Strong accumulation: 105 institutions adding vs 43 reducing positions

13F shares increased by 4.1%, a notable change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+25 growing-104 shrinkingNet: -79

New (3)

Increased (22)

Reduced (10)

Closed (94)

Top Institutional Holders, NXDT

Largest 8 institutional positions by ownership percentage as of Q2 2026

TCW GROUP INC

923.5K

$4.8M

Ownership

1.84%

+6.5%

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

476.2K

$2.5M

Ownership

0.95%

+3.7%

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

476.2K

$2.5M

Ownership

0.95%

+3.7%

OPPENHEIMER & CO INC

427.1K

$2.2M

Ownership

0.85%

+18.2%

CAMELOT PORTFOLIOS, LLC

257.0K

$1.3M

Ownership

0.51%

-0.7%

MADDEN SECURITIES CORP

231.7K

$1.2M

Ownership

0.46%

+2.2%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

185.1K

$960.8K

Ownership

0.37%

+10.0%

WEDBUSH SECURITIES INC

64.3K

$334.0K

Ownership

0.13%

-20.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 35 ETFs and mutual funds reporting

16 buying7 sellingNet: +9

Buying (16)

Unchanged (12)

Selling (7)

Very Bullish

Funds accumulating in Q2 2026

35 ETFs and mutual funds reporting

16 funds buying vs 7 selling

Top Fund Holders, NXDT

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Starboard Investment Trust

877.8K

Weight

67.46%

No change

FIDELITY CONCORD STREET TRUST

378.8K

Weight

0.14%

Increased

SCHWAB STRATEGIC TRUST

228.8K

Weight

0.07%

Increased

VANGUARD SCOTTSDALE FUNDS

221.6K

Weight

0.01%

Increased

HIGH INCOME SECURITIES FUND

176.5K

Weight

89.64%

Increased

Invesco Exchange-Traded Self-Indexed Fund Trust

25.7K

Weight

0.01%

No change

GOLDMAN SACHS TRUST

18.1K

Weight

0.01%

No change

VALIC Co I

14.8K

Weight

0.01%

Increased

NexPoint Diversified Real Estate Trust· NXDT

Holdings Analysis

Insider Trading Activity

1.3Transaction History195Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings57Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History195Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings57Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights