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

First Foundation 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
2025 Q1	–	Sell	-51,988	Closed	-$317K	–	342
2024 Q4	$317K	Buy	51,988 +804	+2%	+$4.72K	0.01%	282
2024 Q3	$320K	Buy	51,184 +848	+2%	+$5.03K	0.01%	277
2024 Q2	$278K	Buy	50,336 +8,614	+21%	+$49.1K	0.01%	289
2024 Q1	$275K	Buy	41,722 +726	+2%	+$4.83K	0.01%	295
2023 Q4	$326K	Buy	40,996 +534	+1%	+$4.37K	0.01%	284
2023 Q3	$352K	Sell	40,462 -669	-2%	-$7.15K	0.02%	296
2023 Q2	$515K	Sell	41,131 -36	-0.1%	-$384	0.02%	241
2023 Q1	$427K	Hold	41,167	–	–	0.02%	255
2022 Q4	$461K	Hold	41,167	–	–	0.02%	257
2022 Q3	$517K	Buy	41,167 +36	+0.1%	+$560	0.03%	232
2022 Q2	$678K	Hold	41,131	–	–	0.03%	211
2022 Q1	$651K	Hold	41,131	–	–	0.02%	233
2021 Q4	$559K	Hold	41,131	–	–	0.02%	249
2021 Q3	$572K	Buy	41,131 +11,000	+37%	+$154K	0.02%	258
2021 Q2	$415K	Hold	30,131	–	–	0.02%	313
2021 Q1	$343K	Hold	30,131	–	–	0.01%	320
2020 Q4	$317K	Hold	30,131	–	–	0.01%	328
2020 Q3	$261K	Buy	+30,131	New	+$289K	0.01%	316

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

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

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

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

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

First Foundation Advisors's NXDT Position: Q1 2025 in Review

First Foundation Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2025, closing a stake of 51,988 shares — an estimated $317K sold.

First Foundation Advisors first reported a position in NXDT in Q3 2020 and held it in 18 quarters. The position peaked at $678K in Q2 2022. 122 funds tracked by Wall St. Rank hold NXDT as of Q1 2025.

First Foundation Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2025 after selling out during the quarter.
First Foundation Advisors sold 51,988 NexPoint Diversified Real Estate Trust shares in Q1 2025, an estimated $317K.
First Foundation Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q3 2020 and held it in 18 quarters.
First Foundation Advisors's NexPoint Diversified Real Estate Trust position peaked at $678K in Q2 2022.
122 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2025.

Based on First Foundation Advisors's 13F filing for Q1 2025, filed 8 May 2025.