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
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 $1.49B AUM 61.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Ameritas Advisory Services's NXDT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2025, closing a stake of 12 shares — an estimated $50 sold.

Ameritas Advisory Services first reported a position in NXDT in Q1 2023 and held it in 2 quarters. The position peaked at $14.3K in Q1 2023. 120 funds tracked by Wall St. Rank hold NXDT as of Q3 2025.

  • Ameritas Advisory Services reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 12 NexPoint Diversified Real Estate Trust shares in Q3 2025, an estimated $50.
  • Ameritas Advisory Services first reported a position in NexPoint Diversified Real Estate Trust in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's NexPoint Diversified Real Estate Trust position peaked at $14.3K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.