Arete Wealth Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Arete Wealth 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
2018 Q4	–	Sell	-37,358	Closed	-$837K	–	398
2018 Q3	$837K	Sell	37,358 -21,195	-36%	-$479K	0.19%	131
2018 Q2	$1.28M	Buy	+58,553	New	+$1.34M	0.31%	78

Other funds holding NXDT

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

TJHA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Arete Wealth Advisors's NXDT Position: Q4 2018 in Review

Arete Wealth Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q4 2018, closing a stake of 37,358 shares — an estimated $837K sold.

Arete Wealth Advisors first reported a position in NXDT in Q2 2018 and held it in 2 quarters. The position peaked at $1.28M in Q2 2018. 58 funds tracked by Wall St. Rank hold NXDT as of Q4 2018.

Arete Wealth Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q4 2018 after selling out during the quarter.
Arete Wealth Advisors sold 37,358 NexPoint Diversified Real Estate Trust shares in Q4 2018, an estimated $837K.
Arete Wealth Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q2 2018 and held it in 2 quarters.
Arete Wealth Advisors's NexPoint Diversified Real Estate Trust position peaked at $1.28M in Q2 2018.
58 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2018.

Based on Arete Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.