FUBT
NXDT

First United Bank & Trust’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

First United Bank & Trust’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 		– Sell
-23
Closed -$76 – 409
2025
Q4 		$76 Sell
23
-904
-98% -$2.97K ﹤0.01% 393
2025
Q3 		$3.42K Buy
+927
New +$3.94K ﹤0.01% 389

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 $43.3B AUM 29.3% 1-Year Est. Return

First United Bank & Trust's NXDT Position: Q1 2026 in Review

First United Bank & Trust sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2026, closing a stake of 23 shares — an estimated $76 sold.

First United Bank & Trust first reported a position in NXDT in Q3 2025 and held it in 2 quarters. The position peaked at $3.42K in Q3 2025. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

  • First United Bank & Trust reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2026 after selling out during the quarter.
  • First United Bank & Trust sold 23 NexPoint Diversified Real Estate Trust shares in Q1 2026, an estimated $76.
  • First United Bank & Trust first reported a position in NexPoint Diversified Real Estate Trust in Q3 2025 and held it in 2 quarters.
  • First United Bank & Trust's NexPoint Diversified Real Estate Trust position peaked at $3.42K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.