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

Baystate 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
2023 Q4	$35.5K	Buy	+4,470	New	+$36.6K	﹤0.01%	439

Other funds holding NXDT

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

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

NAM

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Baystate Wealth Management's NXDT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q4 2023: 4,470 shares worth $35.5K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings.

107 funds tracked by Wall St. Rank hold NXDT as of Q4 2023.

Baystate Wealth Management held 4,470 shares of NexPoint Diversified Real Estate Trust worth $35.5K as of Q4 2023.
NexPoint Diversified Real Estate Trust was a new Baystate Wealth Management position in Q4 2023.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #439 holding.
107 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.