IWM
NXDT

IHT Wealth Management’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

IHT Wealth Management’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 		– Sell
-12,848
Closed -$60K – 1325
2026
Q1 		$60K Buy
12,848
+1,355
+12% +$6.07K ﹤0.01% 1227
2025
Q4 		$44K Buy
+11,493
New +$37.7K ﹤0.01% 1167

Other funds holding NXDT

NAM
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 $1.88T AUM 44.46% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IHT Wealth Management's NXDT Position: Q2 2026 in Review

IHT Wealth Management sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q2 2026, closing a stake of 12,848 shares — an estimated $60K sold.

IHT Wealth Management first reported a position in NXDT in Q4 2025 and held it in 2 quarters. The position peaked at $60K in Q1 2026. 125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • IHT Wealth Management reported no remaining NexPoint Diversified Real Estate Trust position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 12,848 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $60K.
  • IHT Wealth Management first reported a position in NexPoint Diversified Real Estate Trust in Q4 2025 and held it in 2 quarters.
  • IHT Wealth Management's NexPoint Diversified Real Estate Trust position peaked at $60K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.