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

Integrated Advisors Network’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
2020
Q4 		– Sell
-11,937
Closed -$103K – 511
2020
Q3 		$103K Hold
11,937
– – 0.01% 425
2020
Q2 		$126K Hold
11,937
– – 0.01% 424
2020
Q1 		$99K Hold
11,937
– – 0.02% 362
2019
Q4 		$211K Buy
+11,937
New +$205K 0.03% 392

Other funds holding NXDT

Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Nexpoint Asset Management
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Advisors Network's NXDT Position: Q4 2020 in Review

Integrated Advisors Network sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q4 2020, closing a stake of 11,937 shares — an estimated $103K sold.

Integrated Advisors Network first reported a position in NXDT in Q4 2019 and held it in 4 quarters. The position peaked at $211K in Q4 2019. 72 funds tracked by Wall St. Rank hold NXDT as of Q4 2020.

  • Integrated Advisors Network reported no remaining NexPoint Diversified Real Estate Trust position as of Q4 2020 after selling out during the quarter.
  • Integrated Advisors Network sold 11,937 NexPoint Diversified Real Estate Trust shares in Q4 2020, an estimated $103K.
  • Integrated Advisors Network first reported a position in NexPoint Diversified Real Estate Trust in Q4 2019 and held it in 4 quarters.
  • Integrated Advisors Network's NexPoint Diversified Real Estate Trust position peaked at $211K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2020.

Based on Integrated Advisors Network's 13F filing for Q4 2020, filed 12 Feb 2021.