FGAM
NXDT

Financial Gravity Asset Management’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Financial Gravity Asset Management’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 		$3.19K Buy
684
+15
+2% +$67 ﹤0.01% 686
2025
Q4 		$2.56K Buy
669
+16
+2% +$53 ﹤0.01% 588
2025
Q3 		$2.41K Buy
+653
New +$2.78K ﹤0.01% 757
2025
Q1 		$2.38K Buy
+621
New +$3.08K ﹤0.01% 797

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

Financial Gravity Asset Management's NXDT Position: Q1 2026 in Review

Financial Gravity Asset Management increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 2.2% in Q1 2026, buying an estimated $67 and bringing the position to 684 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Financial Gravity Asset Management first reported a position in NXDT in Q1 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

  • Financial Gravity Asset Management held 684 shares of NexPoint Diversified Real Estate Trust worth $3.19K as of Q1 2026.
  • Financial Gravity Asset Management bought 15 NexPoint Diversified Real Estate Trust shares in Q1 2026, an estimated $67.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #686 holding.
  • Financial Gravity Asset Management first reported a position in NexPoint Diversified Real Estate Trust in Q1 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.