Cambridge Investment Research Advisors
NXDT

Cambridge Investment Research Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Cambridge Investment Research 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 		$2.47M Buy
476,211
+17,074
+4% +$84.1K 0.01% 1508
2026
Q1 		$2.14M Sell
459,137
-17,318
-4% -$77.6K 0.01% 1538
2025
Q4 		$1.82M Sell
476,455
-43,516
-8% -$143K ﹤0.01% 1614
2025
Q3 		$1.92M Sell
519,971
-4,675
-0.9% -$19.9K 0.01% 1542
2025
Q2 		$2.2M Buy
524,646
+9,831
+2% +$36.8K 0.01% 1367
2025
Q1 		$1.97M Sell
514,815
-26,000
-5% -$129K 0.01% 1362
2024
Q4 		$3.3M Sell
540,815
-17,592
-3% -$103K 0.01% 1037
2024
Q3 		$3.49M Sell
558,407
-1,207
-0.2% -$7.16K 0.01% 998
2024
Q2 		$3.1M Buy
559,614
+212,180
+61% +$1.21M 0.01% 1011
2024
Q1 		$2.29M Buy
347,434
+43,124
+14% +$287K 0.01% 1177
2023
Q4 		$2.42M Sell
304,310
-22,597
-7% -$185K 0.01% 1087
2023
Q3 		$2.85M Buy
326,907
+5,395
+2% +$57.7K 0.01% 939
2023
Q2 		$4.03M Buy
321,512
+11,862
+4% +$127K 0.02% 770
2023
Q1 		$3.21M Buy
309,650
+3,830
+1% +$45.3K 0.02% 859
2022
Q4 		$3.43M Buy
305,820
+22,629
+8% +$287K 0.02% 783
2022
Q3 		$3.55M Buy
283,191
+17,751
+7% +$276K 0.02% 723
2022
Q2 		$4.38M Buy
265,440
+10,553
+4% +$164K 0.02% 644
2022
Q1 		$4.03M Buy
254,887
+26,447
+12% +$386K 0.02% 746
2021
Q4 		$3.1M Buy
228,440
+10,353
+5% +$146K 0.01% 903
2021
Q3 		$3.03M Buy
218,087
+7,154
+3% +$100K 0.02% 865
2021
Q2 		$2.9M Buy
210,933
+29,719
+16% +$376K 0.01% 916
2021
Q1 		$2.06M Buy
181,214
+11,795
+7% +$134K 0.01% 992
2020
Q4 		$1.78M Buy
169,419
+22,266
+15% +$214K 0.01% 985
2020
Q3 		$1.27M Buy
147,153
+29,660
+25% +$284K 0.01% 1045
2020
Q2 		$1.24M Buy
117,493
+4,597
+4% +$45.6K 0.01% 999
2020
Q1 		$933K Buy
112,896
+33,570
+42% +$514K 0.01% 1007
2019
Q4 		$1.41M Buy
79,326
+3,510
+5% +$60.2K 0.01% 969
2019
Q3 		$1.36M Buy
75,816
+15,789
+26% +$291K 0.01% 915
2019
Q2 		$1.14M Buy
60,027
+12,569
+26% +$250K 0.01% 963
2019
Q1 		$1.03M Buy
47,458
+139
+0.3% +$3K 0.01% 1022
2018
Q4 		$943K Buy
47,319
+1,755
+4% +$37.8K 0.01% 956
2018
Q3 		$1.02M Sell
45,564
-992
-2% -$22.4K 0.01% 1015
2018
Q2 		$1.02M Buy
46,556
+8,630
+23% +$198K 0.01% 958
2018
Q1 		$872K Buy
37,926
+3,532
+10% +$85.8K 0.01% 1007
2017
Q4 		$870K Sell
34,394
-2,399
-7% -$57.2K 0.01% 974
2017
Q3 		$848K Sell
36,793
-986
-3% -$22K 0.01% 923
2017
Q2 		$823K Buy
37,779
+7,684
+26% +$171K 0.01% 904
2017
Q1 		$689K Buy
30,095
+19,650
+188% +$456K 0.01% 913
2016
Q4 		$238K Buy
+10,445
New +$229K ﹤0.01% 1406

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
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cambridge Investment Research Advisors's NXDT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 3.7% in Q2 2026, buying an estimated $84.1K and bringing the position to 476,211 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #1508.

Cambridge Investment Research Advisors first reported a position in NXDT in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.38M in Q2 2022. 125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • Cambridge Investment Research Advisors held 476,211 shares of NexPoint Diversified Real Estate Trust worth $2.47M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 17,074 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $84.1K.
  • NexPoint Diversified Real Estate Trust made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1508 holding.
  • Cambridge Investment Research Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q4 2016 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's NexPoint Diversified Real Estate Trust position peaked at $4.38M in Q2 2022.
  • 125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.