AAS
NXDT

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

Avantax 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
Q2 		– Sell
-11,364
Closed -$43.5K – 2420
2025
Q1 		$43.5K Buy
+11,364
New +$56.4K ﹤0.01% 2203
2020
Q4 		– Sell
-12,560
Closed -$110K – 1212
2020
Q3 		$110K Buy
+12,560
New +$120K ﹤0.01% 1296

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
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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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

Avantax Advisory Services's NXDT Position: Q2 2025 in Review

Avantax Advisory Services sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q2 2025, closing a stake of 11,364 shares — an estimated $43.5K sold.

Avantax Advisory Services first reported a position in NXDT in Q3 2020 and held it in 2 quarters. The position peaked at $110K in Q3 2020. 115 funds tracked by Wall St. Rank hold NXDT as of Q2 2025.

  • Avantax Advisory Services reported no remaining NexPoint Diversified Real Estate Trust position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 11,364 NexPoint Diversified Real Estate Trust shares in Q2 2025, an estimated $43.5K.
  • Avantax Advisory Services first reported a position in NexPoint Diversified Real Estate Trust in Q3 2020 and held it in 2 quarters.
  • Avantax Advisory Services's NexPoint Diversified Real Estate Trust position peaked at $110K in Q3 2020.
  • 115 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.