CIBC Private Wealth Group
NXDT

CIBC Private Wealth Group’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

CIBC Private Wealth Group’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
2025
Q1 		– Sell
-1,146
Closed -$5.69K – 3213
2024
Q4 		$6.53K Buy
1,146
+25
+2% +$147 ﹤0.01% 2398
2024
Q3 		$7K Buy
1,121
+26
+2% +$154 ﹤0.01% 2506
2024
Q2 		$5.92K Buy
1,095
+34
+3% +$194 ﹤0.01% 2465
2024
Q1 		$6.57K Buy
+1,061
New +$7.05K ﹤0.01% 2433
2020
Q1 		– Sell
-22,675
Closed -$402K – 906
2019
Q4 		$402K Hold
22,675
– – ﹤0.01% 740
2019
Q3 		$407K Hold
22,675
– – ﹤0.01% 724
2019
Q2 		$429K Buy
22,675
+9,000
+66% +$179K ﹤0.01% 741
2019
Q1 		$298K Hold
13,675
– – ﹤0.01% 824
2018
Q4 		$273K Hold
13,675
– – ﹤0.01% 784
2018
Q3 		$306K Buy
13,675
+375
+3% +$8.47K ﹤0.01% 859
2018
Q2 		$292K Hold
13,300
– – ﹤0.01% 862
2018
Q1 		$306K Sell
13,300
-13,709
-51% -$333K ﹤0.01% 855
2017
Q4 		$683K Hold
27,009
– – ﹤0.01% 722
2017
Q3 		$623K Buy
+27,009
New +$602K ﹤0.01% 733
2017
Q2 		– Sell
-19,700
Closed -$451K – 609
2017
Q1 		$451K Buy
19,700
+300
+2% +$6.96K ﹤0.01% 526
2016
Q4 		$442K Sell
19,400
-9,400
-33% -$206K ﹤0.01% 532
2016
Q3 		$640K Buy
28,800
+10,000
+53% +$219K ﹤0.01% 501
2016
Q2 		$401K Buy
+18,800
New +$379K ﹤0.01% 546

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

CIBC Private Wealth Group's NXDT Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2025, closing a stake of 1,146 shares — an estimated $5.69K sold.

CIBC Private Wealth Group first reported a position in NXDT in Q2 2016 and held it in 18 quarters. The position peaked at $683K in Q4 2017. 122 funds tracked by Wall St. Rank hold NXDT as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,146 NexPoint Diversified Real Estate Trust shares in Q1 2025, an estimated $5.69K.
  • CIBC Private Wealth Group first reported a position in NexPoint Diversified Real Estate Trust in Q2 2016 and held it in 18 quarters.
  • CIBC Private Wealth Group's NexPoint Diversified Real Estate Trust position peaked at $683K in Q4 2017.
  • 122 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.