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BFC Planning, Inc.’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

BFC Planning, Inc.’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 		$6.46K Hold
1,244
– – ﹤0.01% 2573
2026
Q1 		$5.81K Buy
1,244
+27
+2% +$121 ﹤0.01% 2252
2025
Q4 		$4.66K Buy
1,217
+29
+2% +$95 ﹤0.01% 2380
2025
Q3 		$4.38K Buy
1,188
+29
+3% +$123 ﹤0.01% 2241
2025
Q2 		$4.86K Buy
1,159
+29
+3% +$109 ﹤0.01% 2063
2025
Q1 		$4.33K Buy
1,130
+29
+3% +$144 ﹤0.01% 2071
2024
Q4 		$6.72K Buy
+1,101
New +$6.46K ﹤0.01% 1922

Other funds holding NXDT

Nexpoint Asset Management
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BFC Planning, Inc.'s NXDT Position: Q2 2026 in Review

BFC Planning, Inc. held its NexPoint Diversified Real Estate Trust (NXDT) position steady in Q2 2026 at 1,244 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

BFC Planning, Inc. first reported a position in NXDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.72K in Q4 2024. 126 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • BFC Planning, Inc. held 1,244 shares of NexPoint Diversified Real Estate Trust worth $6.46K as of Q2 2026.
  • BFC Planning, Inc. left its NexPoint Diversified Real Estate Trust share count unchanged in Q2 2026.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2573 holding.
  • BFC Planning, Inc. first reported a position in NexPoint Diversified Real Estate Trust in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s NexPoint Diversified Real Estate Trust position peaked at $6.72K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.