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

Cassady Schiller 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
2024 Q4	$262	Buy	+43	New	+$252	﹤0.01%	1057

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

Cassady Schiller Wealth Management's NXDT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q4 2024: 43 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings.

120 funds tracked by Wall St. Rank hold NXDT as of Q4 2024.

Cassady Schiller Wealth Management held 43 shares of NexPoint Diversified Real Estate Trust worth $262 as of Q4 2024.
NexPoint Diversified Real Estate Trust was a new Cassady Schiller Wealth Management position in Q4 2024.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1057 holding.
120 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.