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

IFP 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
2026 Q1	$22.4K	Buy	4,807 +321	+7%	+$1.44K	﹤0.01%	2711
2025 Q4	$17.2K	Buy	4,486 +4,469	+26,288%	+$14.7K	﹤0.01%	2799
2025 Q3	$63	Hold	17	–	–	﹤0.01%	4620
2025 Q2	$71	Buy	+17	New	+$64	﹤0.01%	4774
2019 Q1	–	Sell	-348	Closed	-$7K	–	3075
2018 Q4	$7K	Hold	348	–	–	﹤0.01%	2691
2018 Q3	$8K	Buy	348 +24	+7%	+$542	﹤0.01%	2985
2018 Q2	$7K	Hold	324	–	–	﹤0.01%	3104
2018 Q1	$8K	Hold	324	–	–	﹤0.01%	2931
2017 Q4	$8K	Sell	324 -108	-25%	-$2.58K	﹤0.01%	2976
2017 Q3	$10K	Hold	432	–	–	﹤0.01%	3027
2017 Q2	$9K	Buy	432 +92	+27%	+$2.05K	﹤0.01%	3095
2017 Q1	$8K	Sell	340 -25	-7%	-$580	﹤0.01%	3052
2016 Q4	$8K	Sell	365 -16	-4%	-$351	﹤0.01%	3048
2016 Q3	$8K	Buy	381 +1	+0.3%	+$22	﹤0.01%	2980
2016 Q2	$8K	Buy	+380	New	+$7.65K	﹤0.01%	2879
2016 Q1	–	Sell	-915	Closed	-$19K	–	3066
2015 Q4	$19K	Buy	+915	New	+$20.5K	﹤0.01%	2192

Other funds holding NXDT

NAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

IFP Advisors's NXDT Position: Q1 2026 in Review

IFP Advisors increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 7.2% in Q1 2026, buying an estimated $1.44K and bringing the position to 4,807 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

IFP Advisors first reported a position in NXDT in Q4 2015 and has held it in 16 quarters since. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

IFP Advisors held 4,807 shares of NexPoint Diversified Real Estate Trust worth $22.4K as of Q1 2026.
IFP Advisors bought 321 NexPoint Diversified Real Estate Trust shares in Q1 2026, an estimated $1.44K.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2711 holding.
IFP Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q4 2015 and has held it in 16 quarters since.
127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.