Cetera Investment Advisers
NXDT

Cetera Investment Advisers’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Cetera Investment Advisers’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 		$140K Sell
26,941
-648
-2% -$3.19K ﹤0.01% 4598
2026
Q1 		$129K Sell
27,589
-2,615
-9% -$11.7K ﹤0.01% 4391
2025
Q4 		$116K Sell
30,204
-10,674
-26% -$35K ﹤0.01% 4365
2025
Q3 		$151K Buy
40,878
+2,335
+6% +$9.94K ﹤0.01% 4232
2025
Q2 		$161K Buy
38,543
+3,507
+10% +$13.1K ﹤0.01% 3779
2025
Q1 		$134K Buy
35,036
+8,569
+32% +$42.6K ﹤0.01% 3707
2024
Q4 		$161K Buy
26,467
+2,316
+10% +$13.6K ﹤0.01% 3481
2024
Q3 		$151K Buy
24,151
+1,364
+6% +$8.09K ﹤0.01% 3458
2024
Q2 		$126K Buy
22,787
+21
+0.1% +$120 ﹤0.01% 3471
2024
Q1 		$150K Buy
22,766
+10,328
+83% +$68.6K ﹤0.01% 3426
2023
Q4 		$98.9K Sell
12,438
-1,487
-11% -$12.2K ﹤0.01% 2142
2023
Q3 		$121K Buy
13,925
+2,319
+20% +$24.8K ﹤0.01% 2069
2023
Q2 		$145K Sell
11,606
-2,628
-18% -$28K ﹤0.01% 2045
2023
Q1 		$148K Buy
+14,234
New +$169K ﹤0.01% 2006
2021
Q1 		– Sell
-248,760
Closed -$2.62M – 1678
2020
Q4 		$2.62M Buy
+248,760
New +$2.39M 0.05% 363

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

Cetera Investment Advisers's NXDT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its NexPoint Diversified Real Estate Trust (NXDT) stake by 2.3% in Q2 2026, selling an estimated $3.19K and leaving 26,941 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #4598.

Cetera Investment Advisers first reported a position in NXDT in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.62M in Q4 2020. 125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • Cetera Investment Advisers held 26,941 shares of NexPoint Diversified Real Estate Trust worth $140K as of Q2 2026.
  • Cetera Investment Advisers sold 648 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $3.19K.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4598 holding.
  • Cetera Investment Advisers first reported a position in NexPoint Diversified Real Estate Trust in Q4 2020 and has held it in 15 quarters since.
  • Cetera Investment Advisers's NexPoint Diversified Real Estate Trust position peaked at $2.62M in Q4 2020.
  • 125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.