AAS
NXDT

Ameritas Advisory Services’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Ameritas Advisory Services’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
Q2 		$69 Buy
+13
New +$64 ﹤0.01% 1919
2025
Q3 		– Sell
-12
Closed -$50 – 2662
2025
Q2 		$50 Buy
+12
New +$45 ﹤0.01% 2806
2023
Q2 		– Sell
-1,382
Closed -$14.3K – 1884
2023
Q1 		$14.3K Buy
+1,382
New +$16.4K ﹤0.01% 1772

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameritas Advisory Services's NXDT Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q2 2026: 13 shares worth $69. The stake represents ﹤0.01% of the portfolio and ranks #1919 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in NXDT as recently as Q2 2025.

Ameritas Advisory Services first reported a position in NXDT in Q1 2023 and has held it in 3 quarters since. The position peaked at $14.3K in Q1 2023. 125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • Ameritas Advisory Services held 13 shares of NexPoint Diversified Real Estate Trust worth $69 as of Q2 2026.
  • NexPoint Diversified Real Estate Trust was a new Ameritas Advisory Services position in Q2 2026.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1919 holding.
  • Ameritas Advisory Services first reported a position in NexPoint Diversified Real Estate Trust in Q1 2023 and has held it in 3 quarters since.
  • Ameritas Advisory Services's NexPoint Diversified Real Estate Trust position peaked at $14.3K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.