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

Financial Gravity Companies’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
2025 Q2	$2.67K	Buy	+637	New	+$2.39K	﹤0.01%	738

Other funds holding NXDT

NAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

Financial Gravity Companies's NXDT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q2 2025: 637 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings.

115 funds tracked by Wall St. Rank hold NXDT as of Q2 2025.

Financial Gravity Companies held 637 shares of NexPoint Diversified Real Estate Trust worth $2.67K as of Q2 2025.
NexPoint Diversified Real Estate Trust was a new Financial Gravity Companies position in Q2 2025.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #738 holding.
115 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.