American Portfolios Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$7.18K	Buy	572 +6	+1%	+$93	﹤0.01%	2661
2022 Q2	$9.33K	Buy	566 +5	+0.9%	+$78	﹤0.01%	2597
2022 Q1	$8.87K	Buy	561 +6	+1%	+$88	﹤0.01%	2740
2021 Q4	$7.54K	Buy	555 +6	+1%	+$85	﹤0.01%	2740
2021 Q3	$7.64K	Buy	549 +6	+1%	+$84	﹤0.01%	2678
2021 Q2	$7.48K	Buy	543 +6	+1%	+$76	﹤0.01%	2648
2021 Q1	$6.12K	Buy	537 +7	+1%	+$80	﹤0.01%	2620
2020 Q4	$5.58K	Buy	530 +8	+2%	+$77	﹤0.01%	2362
2020 Q3	$4.52K	Buy	522 +21	+4%	+$201	﹤0.01%	2332
2020 Q2	$5.27K	Buy	501 +16	+3%	+$159	﹤0.01%	2220
2020 Q1	$4K	Buy	485 +17	+4%	+$260	﹤0.01%	2185
2019 Q4	$8.29K	Buy	468 +16	+4%	+$275	﹤0.01%	2076
2019 Q3	$8.11K	Buy	452 +14	+3%	+$258	﹤0.01%	2005
2019 Q2	$8.28K	Buy	438 +13	+3%	+$258	﹤0.01%	1967
2019 Q1	$9.25K	Hold	425	–	–	﹤0.01%	1861
2018 Q4	$8.47K	Buy	+425	New	+$9.15K	﹤0.01%	1688

Other funds holding NXDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

American Portfolios Advisors's NXDT Position: Q3 2022 in Review

American Portfolios Advisors increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 1.1% in Q3 2022, buying an estimated $93 and bringing the position to 572 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

American Portfolios Advisors first reported a position in NXDT in Q4 2018 and has held it in 16 quarters since. The position peaked at $9.33K in Q2 2022. 69 funds tracked by Wall St. Rank hold NXDT as of Q3 2022.

American Portfolios Advisors held 572 shares of NexPoint Diversified Real Estate Trust worth $7.18K as of Q3 2022.
American Portfolios Advisors bought 6 NexPoint Diversified Real Estate Trust shares in Q3 2022, an estimated $93.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2661 holding.
American Portfolios Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's NexPoint Diversified Real Estate Trust position peaked at $9.33K in Q2 2022.
69 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.