Avior Wealth Management’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-131	Closed	-$799	–	1808
2024 Q4	$799	Buy	131 +2	+2%	+$12	﹤0.01%	2223
2024 Q3	$806	Sell	129 -72	-36%	-$427	﹤0.01%	2099
2024 Q2	$1.11K	Buy	201 +3	+2%	+$17	﹤0.01%	2018
2024 Q1	$1.31K	Buy	198 +3	+2%	+$20	﹤0.01%	2348
2023 Q4	$1.55K	Buy	195 +1	+0.5%	+$8	﹤0.01%	1331
2023 Q3	$1.69K	Buy	+194	New	+$2.08K	﹤0.01%	1398

Other funds holding NXDT

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Avior Wealth Management's NXDT Position: Q1 2025 in Review

Avior Wealth Management sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2025, closing a stake of 131 shares — an estimated $799 sold.

Avior Wealth Management first reported a position in NXDT in Q3 2023 and held it in 6 quarters. The position peaked at $1.69K in Q3 2023. 122 funds tracked by Wall St. Rank hold NXDT as of Q1 2025.

Avior Wealth Management reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 131 NexPoint Diversified Real Estate Trust shares in Q1 2025, an estimated $799.
Avior Wealth Management first reported a position in NexPoint Diversified Real Estate Trust in Q3 2023 and held it in 6 quarters.
Avior Wealth Management's NexPoint Diversified Real Estate Trust position peaked at $1.69K in Q3 2023.
122 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.