Copley Financial Group’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Copley Financial 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
2026 Q1	$48.7K	Buy	+10,430	New	+$46.7K	0.03%	115

Other funds holding NXDT

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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

Copley Financial Group's NXDT Position: Q1 2026 in Review

Copley Financial Group opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q1 2026: 10,430 shares worth $48.7K. The stake represents 0.03% of the portfolio and ranks #115 among its holdings.

127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

Copley Financial Group held 10,430 shares of NexPoint Diversified Real Estate Trust worth $48.7K as of Q1 2026.
NexPoint Diversified Real Estate Trust was a new Copley Financial Group position in Q1 2026.
NexPoint Diversified Real Estate Trust made up 0.03% of Copley Financial Group's portfolio in Q1 2026, its #115 holding.
127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.