Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nexpoint Diversified Rel Et (NXDT)

121 + Investors. Track Smart Money conviction in NXDT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — NXDT

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NXDT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
124 hedge funds hold NXDT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NXDT is almost the same as a year ago (+4 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 67% buying

87 buying43 selling
Last quarter: 87 funds were net buyers (16 opened a brand new position + 71 added to an existing one). Only 43 were sellers (30 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 17 → 19 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 29% medium ■ 16% new
68 out of 124 hedge funds have held NXDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +25% but shares only +4% — price-driven

Value
+24%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

20 → 14 → 17 → 19 → 16 new funds/Q
New funds entering each quarter: 14 → 17 → 19 → 16. A growing number of institutions are discovering NXDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 21% 1-2yr ■ 23% new
Of 125 current holders: 70 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
32 of 124 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NXDT

In 2026 Q1, 87 hedge funds were net buyers of NXDT (16 opened a new position, 71 added to an existing one), while 43 reduced or exited (30 trimmed, 13 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in NXDT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 124.

Hedge Fund Ownership: NXDT

How many hedge funds hold NXDT — quarterly history vs. share price
Quarterly hedge fund ownership of NXDT vs. share price

Market Analysis: NXDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NXDT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Nexpoint Diversified Rel Et (NXDT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NXDT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
NXDT
+1.1%
XLRE
+10.0%

NXDT outperformed XLRE by -8.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
NXDT
+3.3%
XLRE
+3.9%

Since the filing became public, NXDT outperformed XLRE by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: NXDT
121 + Investors

Track Smart Money conviction in NXDT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 121 121 -
13F Shares 25M 25M 2.74%
Total Value $116M $95M 23.02%
New Positions 14 19 -5
Increased Positions 71 53 +18
Closed Positions 14 17 -3
Reduced Positions 29 44 -15
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NXDT

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Financial Highlights

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Institutional Holders (2026 Q1)

121 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NXDT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NXDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.80% 903,840 $4.2M
2 Nexpoint Asset Management, L.P. 1.68% 5,365,110 $25.1M
3 Camelot Portfolios, LLC 0.89% 258,863 $1.2M
4 Concorde Asset Management, LLC 0.69% 300,320 $1.4M
5 MADDEN SECURITIES Corp 0.32% 226,781 $1.1M
6 GatePass Capital, LLC 0.31% 141,249 $660K
7 Bulldog Investors, LLP 0.31% 293,117 $1.4M
8 Odyssean, LLC 0.16% 92,818 $433K
9 Legacy Wealth Managment, LLC/ID 0.13% 57,447 $268K
10 Nations Financial Group Inc, /Ia/ /Adv 0.04% 168,246 $786K
11 Caldwell Sutter Capital, INC. 0.04% 20,703 $97K
12 Burford Brothers, Inc. 0.04% 19,557 $91K
13 Tcw Group Inc 0.03% 867,521 $4.1M
14 Copley Financial Group, Inc. 0.03% 10,430 $49K
15 BTG Pactual Asset Management US LLC 0.03% 68,123 $318K
16 Sovereign Financial Group, Inc. 0.02% 30,465 $142K
17 Oppenheimer & Co Inc 0.02% 361,262 $1.7M
18 XTX Topco Ltd 0.01% 71,261 $333K
19 Raymond James Financial Inc 0.00% 3,155,342 $14.7M
20 Susquehanna Portfolio Strategies, LLC 0.00% 45,986 $215K
21 Catalyst Capital Advisors LLC 0.00% 34,477 $161K
22 Fuller & Thaler Asset Management, INC. 0.00% 91,171 $426K
23 IHT Wealth Management, LLC 0.00% 12,848 $60K
24 Capital Investment Advisors, LLC 0.00% 13,223 $62K
25 Anfield Capital Management, LLC 0.00% 636 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nexpoint Diversified Rel Et (NXDT)

What does the Smart Money Trend signal show for NXDT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NXDT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NXDT?

More buyers than sellers — 67% buying: Last quarter: 87 funds were net buyers (16 opened a brand new position + 71 added to an existing one). Only 43 were sellers (30 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NXDT holders?

Strong quality — 26% AUM from major funds: 32 of 124 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NXDT?

55% of holders stayed for 2+ years: 68 out of 124 hedge funds have held NXDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Nexpoint Diversified Rel Et (NXDT) following the 2026 Q1 hedge fund 13F filings?

As of today, NXDT has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLRE sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), NXDT has gained +1.1% vs +10.0% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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