CA
NXDT

Claro Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Claro 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
Q1 		– Sell
-11,377
Closed -$43.6K – 526
2025
Q4 		$43.6K Buy
+11,377
New +$37.4K 0.01% 416
2020
Q4 		– Sell
-25,579
Closed -$222K – 216
2020
Q3 		$222K Sell
25,579
-16,541
-39% -$159K 0.14% 171
2020
Q2 		$443K Buy
42,120
+22,403
+114% +$222K 0.3% 96
2020
Q1 		$163K Buy
+19,717
New +$302K 0.15% 150

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Claro Advisors's NXDT Position: Q1 2026 in Review

Claro Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2026, closing a stake of 11,377 shares — an estimated $43.6K sold.

Claro Advisors first reported a position in NXDT in Q1 2020 and held it in 4 quarters. The position peaked at $443K in Q2 2020. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

  • Claro Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 11,377 NexPoint Diversified Real Estate Trust shares in Q1 2026, an estimated $43.6K.
  • Claro Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q1 2020 and held it in 4 quarters.
  • Claro Advisors's NexPoint Diversified Real Estate Trust position peaked at $443K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.