EWA
NXDT

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

EverSource Wealth 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
Q2 		$670 Sell
129
-25
-16% -$123 ﹤0.01% 4073
2026
Q1 		$719 Buy
154
+65
+73% +$291 ﹤0.01% 3966
2025
Q4 		$341 Sell
89
-80
-47% -$263 ﹤0.01% 3943
2025
Q3 		$623 Sell
169
-2,124
-93% -$9.04K ﹤0.01% 3890
2025
Q2 		$9.61K Buy
2,293
+2,246
+4,779% +$8.41K ﹤0.01% 2832
2025
Q1 		$180 Sell
47
-225
-83% -$1.12K ﹤0.01% 3721
2024
Q4 		$1.66K Sell
272
-414
-60% -$2.43K ﹤0.01% 2786
2024
Q3 		$4.29K Buy
686
+11
+2% +$65 ﹤0.01% 2284
2024
Q2 		$4.27K Sell
675
-185
-22% -$1.05K ﹤0.01% 2275
2024
Q1 		$5.14K Buy
860
+859
+85,900% +$5.71K ﹤0.01% 2043
2023
Q4 		$8 Sell
1
-106
-99% -$868 ﹤0.01% 2627
2023
Q3 		$932 Buy
+107
New +$1.14K ﹤0.01% 2258

Other funds holding NXDT

TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

EverSource Wealth Advisors's NXDT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NexPoint Diversified Real Estate Trust (NXDT) stake by 16% in Q2 2026, selling an estimated $123 and leaving 129 shares worth $670. The position accounts for ﹤0.01% of the portfolio, ranked #4073.

EverSource Wealth Advisors first reported a position in NXDT in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.61K in Q2 2025. 36 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • EverSource Wealth Advisors held 129 shares of NexPoint Diversified Real Estate Trust worth $670 as of Q2 2026.
  • EverSource Wealth Advisors sold 25 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $123.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4073 holding.
  • EverSource Wealth Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's NexPoint Diversified Real Estate Trust position peaked at $9.61K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.