MentionFox
Home › Stakes › Nexpoint Diversified Real Estate Trust
5%+ stakes · Schedule 13D and 13G

Nexpoint Diversified Real Estate Trust: 5%+ holders

Before you sign with, sell to or invest in Nexpoint Diversified Real Estate Trust

MentionFox check on Nexpoint Diversified Real Estate Trust: no red flags found in 6 sources (checked 6 November 2026). mentionfox.com/c/stakes/nexpoint-diversified-real-estate-trust

Check Nexpoint Diversified Real Estate Trust before you sign, sell or invest Free, no sign-up: every record on file, each linked to its source.

What do you want to do about Nexpoint Diversified Real Estate Trust?

Who has reported owning 5% or more of Nexpoint Diversified Real Estate Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Nexpoint Diversified Real Estate Trust. The largest reported stake is Dondero James D's, at 24%. 6 filings are on record since August 5, 2025 (Schedule 13D/A, January 21, 2026).

DONDERO JAMES D also filed stake reports on 4 other companies ↓

Sell to companies like Nexpoint Diversified Real Estate Trust? Enter your website and see 10 with a filed reason to buy from you this month. Free.

Opens in a new tab. No signup.

Key facts

  • · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 49,030 · Sole dispositive: 0 · Shared dispositive: 2,220,969 · SCHEDULE 13G/A, 2026-08-12
  • · Reporting person: The Vanguard Group · Sole voting: 0 · Shared voting: 275,628 · Sole dispositive: 0 · Shared dispositive: 2,184,062 · SCHEDULE 13G/A, 2026-01-30
  • · Reporting person: Dondero James D · Sole voting: 5,547,480 · Shared voting: 6,546,071 · Sole dispositive: 5,547,480 · Shared dispositive: 6,546,071 · SCHEDULE 13D/A, 2026-01-21
  • · Holder: Morgan Stanley · Percent: 8.4% · SCHEDULE 13G/A
  • · Holder: The Vanguard Group · Percent: 7.49% · SCHEDULE 13G/A
At 5% or more1
Filings6
Latest filing2026-08-12

Nexpoint Diversified Real Estate Trust has 6 Schedule 13D or 13G filings on record since 2025-08-05. 1 holder's latest filing reports 5% or more of common shares. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
24%12,093,550SCHEDULE 13D/A, 2026-01-212026-01-16
The Vanguard Group4.45%2,184,062SCHEDULE 13G/A, 2026-01-302025-12-31
4.3%2,220,969SCHEDULE 13G/A, 2026-08-122026-06-30

Holding shares or following this stake? See who's behind Nexpoint Diversified Real Estate Trust and the warning signs.

Watch Nexpoint Diversified Real Estate Trust: email me the next time it files something

Free to see. No signup.

Keep reading

More on Nexpoint Diversified Real Estate Trust and the records around it.

Nexpoint Diversified Real Estate Trust elsewhere on the record

Companies that share a holder

Want the whole picture on Nexpoint Diversified Real Estate Trust?

Example from a real report (our sample on Target): “In March 2026, Target announced a planned incremental $1 billion operating investment” Source: Target Corporation (press release)

A Full Report on Nexpoint Diversified Real Estate Trust: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on Nexpoint Diversified Real Estate Trust covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    6 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

See a sample report

First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dondero James D5,547,4806,546,0715,547,4806,546,071SCHEDULE 13D/A, 2026-01-21
Dondero Nancy Marie25,5101,449,36625,5101,449,366SCHEDULE 13D/A, 2026-01-21
The Vanguard Group0275,62802,184,062SCHEDULE 13G/A, 2026-01-30
Morgan Stanley049,03002,220,969SCHEDULE 13G/A, 2026-08-12
Morgan Stanley Smith Barney LLC0202,171,941SCHEDULE 13G/A, 2026-08-12

The latest filing identifies Nexpoint Diversified Real Estate Trust by CUSIP 65340G205 and gives its principal executive office as 300 CRESCENT COURT, SUITE 700, DALLAS, TX 75201 (SCHEDULE 13G/A, 2026-08-12).

Source of funds (Item 3)

The responses to Items 4, 5 and 6 of the Schedule 13D are incorporated herein by reference. Since the filing of Amendment No. 30 to this Schedule 13D, the Reporting Persons have, directly and indirectly, acquired shares of Common Stock through the Issuer's Dividend Reinvestment Plan (the "DRIP") and as a result of Common Stock dividend payments from the Issuer on the Common Stock. In addition, under the terms of the Advisory Agreement, dated July 1, 2022, by and between the Issuer and NexPoint Real Estate Advisers X, L.P.Dondero James D, SCHEDULE 13D/A, 2026-01-21

Timeline

FiledHolderPercentFiling
2025-08-05Morgan Stanley6.1%SCHEDULE 13G
2025-10-31The Vanguard Group7.49%SCHEDULE 13G/A
2025-11-07Morgan Stanley8.4%SCHEDULE 13G/A
2026-01-21Dondero James D24%SCHEDULE 13D/A
2026-01-30The Vanguard Group4.45%SCHEDULE 13G/A
2026-08-12Morgan Stanley4.3%SCHEDULE 13G/A

Questions about who owns Nexpoint Diversified Real Estate Trust

Who owns Nexpoint Diversified Real Estate Trust?

On this page, one holder's latest ownership filing reports 5% or more of Nexpoint Diversified Real Estate Trust: Dondero James D (24%, Schedule 13D/A, filed 2026-01-21).

When did Dondero James D buy into Nexpoint Diversified Real Estate Trust?

The filings give report dates, not purchase dates. The earliest filing from Dondero James D on this page is the Schedule 13D/A, filed 2026-01-21, reporting 24%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Tools for this story

Each opens in a new tab, filled in for Nexpoint Diversified Real Estate Trust. With no account yet, you sign up free and land on the result.

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/nexpoint-diversified-real-estate-trust
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Nexpoint Diversified Real Estate Trust? 1 holder at 5% or more, largest Dondero James D 24%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/nexpoint-diversified-real-estate-trust