BWA
NXDT

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

Basecamp 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
2026
Q2 		$42 Buy
8
+5
+167% +$25 ﹤0.01% 1808
2026
Q1 		$14 Sell
3
-141
-98% -$631 ﹤0.01% 1996
2025
Q4 		$552 Buy
+144
New +$473 ﹤0.01% 1614

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Basecamp Wealth Advisors's NXDT Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 167% in Q2 2026, buying an estimated $25 and bringing the position to 8 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Basecamp Wealth Advisors first reported a position in NXDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $552 in Q4 2025. 125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • Basecamp Wealth Advisors held 8 shares of NexPoint Diversified Real Estate Trust worth $42 as of Q2 2026.
  • Basecamp Wealth Advisors bought 5 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $25.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1808 holding.
  • Basecamp Wealth Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's NexPoint Diversified Real Estate Trust position peaked at $552 in Q4 2025.
  • 125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.