AIP
NXDT

Ameritas Investment Partners’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Ameritas Investment Partners’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 		$14.4K Buy
3,089
+75
+2% +$336 ﹤0.01% 2741
2025
Q4 		$11.5K Buy
3,014
+74
+3% +$243 ﹤0.01% 2866
2025
Q3 		$10.8K Sell
2,940
-1
-0% -$4 ﹤0.01% 2924
2025
Q2 		$12.3K Buy
2,941
+150
+5% +$562 ﹤0.01% 2897
2025
Q1 		$10.7K Buy
2,791
+43
+2% +$214 ﹤0.01% 2801
2024
Q4 		$16.8K Buy
2,748
+45
+2% +$264 ﹤0.01% 2704
2024
Q3 		$16.9K Buy
2,703
+61
+2% +$362 ﹤0.01% 2727
2024
Q2 		$14.6K Buy
2,642
+45
+2% +$257 ﹤0.01% 2758
2024
Q1 		$17.1K Buy
2,597
+33
+1% +$219 ﹤0.01% 2621
2023
Q4 		$20.4K Buy
2,564
+29
+1% +$237 ﹤0.01% 2575
2023
Q3 		$22.1K Hold
2,535
– – ﹤0.01% 2497
2023
Q2 		$31.7K Buy
+2,535
New +$27K ﹤0.01% 2301

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 $5.72T AUM 30.48% 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 $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 $44.6B AUM 28.94% 1-Year Est. Return

Ameritas Investment Partners's NXDT Position: Q1 2026 in Review

Ameritas Investment Partners increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 2.5% in Q1 2026, buying an estimated $336 and bringing the position to 3,089 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Ameritas Investment Partners first reported a position in NXDT in Q2 2023 and has held it in 12 quarters since. The position peaked at $31.7K in Q2 2023. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

  • Ameritas Investment Partners held 3,089 shares of NexPoint Diversified Real Estate Trust worth $14.4K as of Q1 2026.
  • Ameritas Investment Partners bought 75 NexPoint Diversified Real Estate Trust shares in Q1 2026, an estimated $336.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2741 holding.
  • Ameritas Investment Partners first reported a position in NexPoint Diversified Real Estate Trust in Q2 2023 and has held it in 12 quarters since.
  • Ameritas Investment Partners's NexPoint Diversified Real Estate Trust position peaked at $31.7K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.