IFP Advisors
NXDT icon

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
Q3 		$25.9K Buy
4,969
+168
+3% +$882 ﹤0.01% 2805
2026
Q2 		$24.9K Sell
4,801
-6
-0.1% -$30 ﹤0.01% 2839
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

Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $26.4M AUM 1.31% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

IFP Advisors's NXDT Position: Q3 2026 in Review

IFP Advisors increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 3.5% in Q3 2026, buying an estimated $882 and bringing the position to 4,969 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

IFP Advisors first reported a position in NXDT in Q4 2015 and has held it in 18 quarters since. 39 funds tracked by Wall St. Rank hold NXDT as of Q3 2026.

  • IFP Advisors held 4,969 shares of NexPoint Diversified Real Estate Trust worth $25.9K as of Q3 2026.
  • IFP Advisors bought 168 NexPoint Diversified Real Estate Trust shares in Q3 2026, an estimated $882.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2805 holding.
  • IFP Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q4 2015 and has held it in 18 quarters since.
  • 39 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.