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

Clearstead 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 Q3	$16	Buy	+3	New	+$16	﹤0.01%	3449

Other funds holding NXDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $136M AUM 8.93% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clearstead Advisors's NXDT Position: Q3 2026 in Review

Clearstead Advisors opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q3 2026: 3 shares worth $16. The stake represents ﹤0.01% of the portfolio and ranks #3449 among its holdings.

60 funds tracked by Wall St. Rank hold NXDT as of Q3 2026.

Clearstead Advisors held 3 shares of NexPoint Diversified Real Estate Trust worth $16 as of Q3 2026.
NexPoint Diversified Real Estate Trust was a new Clearstead Advisors position in Q3 2026.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3449 holding.
60 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.