NEXPOINT DIVERSIFIED REAL ESTATE TRUST (NXDT) — Institutional Holders, Q2 2026 (page 2)
125 institutional investment managers reported a NXDT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $138.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 125. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NXDT 13F holders ranked 101–125 of 125
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | United Financial Planning Group#101 · 217 sh | 217 | $1.1K | <0.01% | New |
| 102 | Covestor Ltd#102 · 207 sh | 207 | $1.0K | <0.01% | +6.2% |
| 103 | Farther Finance Advisors#103 · 145 sh | 145 | $753.00 | — | +866.7% |
| 104 | Allworth Financial#104 · 137 sh | 137 | $712.00 | 0.00% | +39.8% |
| 105 | EverSource Wealth Advisors#105 · 129 sh | 129 | $670.00 | 0.00% | -98.7% |
| 106 | NATIONAL BANK OF CANADA#106 · 62 sh | 62 | $322.00 | 0.00% | 0.0% |
| 107 | ROTHSCHILD INVESTMENT#107 · 50 sh | 50 | $260.00 | 0.00% | +19.0% |
| 108 | DHJJ Financial Advisors, Ltd.#108 · 35 sh | 35 | $182.00 | — | 0.0% |
| 109 | AdvisorNet Financial#109 · 31 sh | 31 | $161.00 | — | 0.0% |
| 110 | Colonial Advisors#110 · 31 sh | 31 | $161.00 | 0.00% | 0.0% |
| 111 | Transamerica Financial Advisors#111 · 26 sh | 26 | $134.00 | 0.00% | 0.0% |
| 112 | Westside Investment Management#112 · 23 sh | 23 | $119.00 | 0.00% | New |
| 113 | Asset Dedication#113 · 22 sh | 22 | $113.00 | 0.00% | 0.0% |
| 114 | True Wealth Design#114 · 16 sh | 16 | $84.00 | — | +100.0% |
| 115 | Ameritas Advisory Services#115 · 13 sh | 13 | $69.00 | 0.00% | New |
| 116 | SHP Wealth Management#116 · 12 sh | 12 | $62.00 | 0.00% | 0.0% |
| 117 | SJS Investment Consulting#117 · 9 sh | 9 | $47.00 | — | +800.0% |
| 118 | Basecamp Wealth Advisors#118 · 8 sh | 8 | $42.00 | 0.00% | +166.7% |
| 119 | Fortitude Family Office#119 · 5 sh | 5 | $26.00 | — | New |
| 120 | Caitong International Asset Management , Ltd#120 · 5 sh | 5 | $26.00 | 0.00% | +150.0% |
| 121 | Smartleaf Asset Management#121 · 3 sh | 3 | $16.00 | 0.00% | 0.0% |
| 122 | Cornerstone Planning Group#122 · 2 sh | 2 | $11.00 | — | 0.0% |
| 123 | Dunhill Financial#123 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 124 | JPL Wealth Management#124 · 1 sh | 1 | $6.00 | 0.00% | New |
| 125 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#125 · 507 sh | 507 | — | — | -74.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.