AB
NXDT

Amalgamated Bank’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Amalgamated Bank’s Portfolio NXDT Stock Details NXDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,143
Closed -$4K – 2435
2025
Q4 		$4K Sell
1,143
-107
-9% -$351 ﹤0.01% 2803
2025
Q3 		$5K Buy
1,250
+31
+3% +$132 ﹤0.01% 2783
2025
Q2 		$5K Buy
1,219
+31
+3% +$116 ﹤0.01% 2769
2025
Q1 		$5K Buy
1,188
+30
+3% +$149 ﹤0.01% 2677
2024
Q4 		$7K Buy
1,158
+16
+1% +$94 ﹤0.01% 2611
2024
Q3 		$7K Buy
1,142
+27
+2% +$160 ﹤0.01% 2633
2024
Q2 		$6K Buy
1,115
+25
+2% +$143 ﹤0.01% 2701
2024
Q1 		$7K Sell
1,090
-1,683
-61% -$11.2K ﹤0.01% 2596
2023
Q4 		$22K Sell
2,773
-262
-9% -$2.15K ﹤0.01% 2607
2023
Q3 		$26K Buy
3,035
+50
+2% +$535 ﹤0.01% 2532
2023
Q2 		$37K Buy
+2,985
New +$31.8K ﹤0.01% 2445

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Amalgamated Bank's NXDT Position: Q1 2026 in Review

Amalgamated Bank sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2026, closing a stake of 1,143 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in NXDT in Q2 2023 and held it in 11 quarters. The position peaked at $37K in Q2 2023. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

  • Amalgamated Bank reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,143 NexPoint Diversified Real Estate Trust shares in Q1 2026, an estimated $4K.
  • Amalgamated Bank first reported a position in NexPoint Diversified Real Estate Trust in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's NexPoint Diversified Real Estate Trust position peaked at $37K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.