Gradient Investments’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-260	Closed	-$3.26K	–	1875
2023 Q2	$3.26K	Hold	260	–	–	﹤0.01%	1052
2023 Q1	$2.7K	Buy	260 +2	+0.8%	+$24	﹤0.01%	1069
2022 Q4	$2.9K	Hold	258	–	–	﹤0.01%	1034
2022 Q3	$3K	Hold	258	–	–	﹤0.01%	1075
2022 Q2	$4K	Hold	258	–	–	﹤0.01%	940
2022 Q1	$4K	Hold	258	–	–	﹤0.01%	933
2021 Q4	$4K	Hold	258	–	–	﹤0.01%	970
2021 Q3	$4K	Hold	258	–	–	﹤0.01%	916
2021 Q2	$4K	Buy	258 +1	+0.4%	+$13	﹤0.01%	916
2021 Q1	$3K	Buy	257 +7	+3%	+$80	﹤0.01%	965
2020 Q4	$2K	Hold	250	–	–	﹤0.01%	966
2020 Q3	$2K	Buy	+250	New	+$2.4K	﹤0.01%	971

Other funds holding NXDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Gradient Investments's NXDT Position: Q3 2023 in Review

Gradient Investments sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2023, closing a stake of 260 shares — an estimated $3.26K sold.

Gradient Investments first reported a position in NXDT in Q3 2020 and held it in 12 quarters. The position peaked at $4K in Q2 2022. 98 funds tracked by Wall St. Rank hold NXDT as of Q3 2023.

Gradient Investments reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 260 NexPoint Diversified Real Estate Trust shares in Q3 2023, an estimated $3.26K.
Gradient Investments first reported a position in NexPoint Diversified Real Estate Trust in Q3 2020 and held it in 12 quarters.
Gradient Investments's NexPoint Diversified Real Estate Trust position peaked at $4K in Q2 2022.
98 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.