IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nexpoint Diversified Real ES (NXDT)

CUSIP: 65340G205 | NYSE | Real Estate · REIT - Diversified | Micro Cap | 394 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMorgan Stanley
with Morgan Stanley Smith Barney LLC
2,220,9694.3%Newly reportedJun 30, 2026No 13F filer matched
13G/AMorgan Stanley2,220,969
4.3% of class · Jun 30, 2026Newly reported
with Morgan Stanley Smith Barney LLC
No 13F filer matched

Institutional Holders — Q3 2026

Matisse Capital923,630
1.9% of portfolio›$4.8M
Cambridge Investment Research Advisors, Inc.483,665
0.0% of portfolio›$2.5K
Oppenheimer & Co Inc423,703
0.0% of portfolio›$2.2M
Madden Securities Corp231,714
0.3% of portfolio›$1.2M
SMH Capital Advisors Inc59,944
1.2% of portfolio›$312.3K
Asset Management One Co., Ltd.56,482
0.0% of portfolio›$294.3K
Wedbush Securities Inc43,700
0.0% of portfolio›$228
Mitsubishi UFJ Asset Management Co., Ltd.36,872
0.0% of portfolio›$192.1K
Catalyst Capital Advisors LLC36,056
0.0% of portfolio›$187.9K
Sumitomo Mitsui Trust Group, Inc.33,744
0.0% of portfolio›$175.8K
State of Alaska, Department of Revenue18,561
0.0% of portfolio›$95
Daiwa Securities Group Inc.15,795
0.0% of portfolio›$82.3K
StoneX Group Inc.13,660
0.0% of portfolio›$71.2K
Wealth Enhancement Advisory Services, LLC13,256
0.0% of portfolio›$68.1K
Burford Brothers, Inc.13,161
0.0% of portfolio›$68.6K
Capital Investment Advisors, LLC10,775
0.0% of portfolio›$56.1K
Strs Ohio10,697
0.0% of portfolio›$55.7K
IFP Advisors, Inc4,969
0.0% of portfolio›$25.9K
Covestor Ltd4,880
0.0% of portfolio›$25
Citigroup Inc4,639
0.0% of portfolio›$24.2K
Gamma Investing LLC2,746
0.0% of portfolio›$14.3K
Versant Capital Management, Inc1,984
0.0% of portfolio›$10.3K
Pinnacle Wealth Planning Services, Inc.1,314
0.0% of portfolio›$6.8K
Sterling Capital Management LLC726
0.0% of portfolio›$3.8K
Essential Partners LLC245
0.0% of portfolio›$1.3K
United Financial Planning Group LLC217
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.183
0.0% of portfolio›$954
Farther Finance Advisors, LLC147
0.0% of portfolio›$766
Nisa Investment Advisors, LLC128
0.0% of portfolio›$669
EverSource Wealth Advisors, LLC125
0.0% of portfolio›$651
Signaturefd, LLC97
0.0% of portfolio›$505
Dhjj Financial Advisors, Ltd.35
0.0% of portfolio›$183
Westside Investment Management, Inc.23
0.0% of portfolio›$120
Root Financial Partners, LLC22
0.0% of portfolio›$115
Caitong International Asset Management Co., Ltd15
0.0% of portfolio›$78
True Wealth Design, LLC14
0.0% of portfolio›$73
Provenance Wealth Advisors, LLC5
0.0% of portfolio›$26
Fortitude Family Office, LLC5
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Matisse Capital
923,630$4.8M1.9%ValueMediumPortland, OR2026-10-29
Cambridge Investment Research Advisors, Inc.
483,665$2.5K0.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
423,703$2.2M0.0%CoreLowNew York, NY2026-10-26
Madden Securities Corp
231,714$1.2M0.3%GrowthMediumDallas, TX2026-10-27
SMH Capital Advisors Inc
59,944$312.3K1.2%YieldMediumFort Worth, TX2026-10-29
Asset Management One Co., Ltd.
56,482$294.3K0.0%IndexVery LowTokyo, Mexico2026-10-27
Wedbush Securities Inc
43,700$2280.0%CoreLowPasadena, CA2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
36,872$192.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Catalyst Capital Advisors LLC
36,056$187.9K0.0%ETFVery LowSan Juan, PR2026-11-02
Sumitomo Mitsui Trust Group, Inc.
33,744$175.8K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
State of Alaska, Department of Revenue
18,561$950.0%CoreVery LowJuneau, AK2026-10-15
Daiwa Securities Group Inc.
15,795$82.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
StoneX Group Inc.
13,660$71.2K0.0%ETFMediumNew York, NY2026-11-03
Wealth Enhancement Advisory Services, LLC
13,256$68.1K0.0%CoreLowPlymouth, MN2026-10-13
Burford Brothers, Inc.
13,161$68.6K0.0%CoreLowDallas, TX2026-10-21
Capital Investment Advisors, LLC
10,775$56.1K0.0%CoreLowAtlanta, GA2026-10-22
Strs Ohio
10,697$55.7K0.0%CoreMediumColumbus, OH2026-10-30
IFP Advisors, Inc
4,969$25.9K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
4,880$250.0%ValueHighLondon, United Kingdom2026-10-30
Citigroup Inc
4,639$24.2K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
2,746$14.3K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
1,984$10.3K0.0%GARPLowPhoenix, AZ2026-10-02
Pinnacle Wealth Planning Services, Inc.
1,314$6.8K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
726$3.8K0.0%GARPMediumCharlotte, NC2026-10-22
Essential Partners LLC
245$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
United Financial Planning Group LLC
217$1.1K0.0%ETFHighHauppauge, NY2026-11-04
SJS Investment Consulting Inc.
183$9540.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
147$7660.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
128$6690.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
125$6510.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
97$5050.0%IndexLowAtlanta, GA2026-10-23
Dhjj Financial Advisors, Ltd.
35$1830.0%ETFVery LowNaperville, IL2026-10-23
Westside Investment Management, Inc.
23$1200.0%GrowthLowSanta Monica, CA2026-11-02
Root Financial Partners, LLC
22$1150.0%ETFMediumEncinitas, CA2026-10-21
Caitong International Asset Management Co., Ltd
15$780.0%GrowthVery HighHong Kong, South Korea2026-10-29
True Wealth Design, LLC
14$730.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
5$260.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
5$260.0%ETFMediumScottsdale, AZ2026-10-14