JO
NXDT

John Overdeck’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

John Overdeck’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
2025
Q1 		– Sell
-34,099
Closed -$208K – 3403
2024
Q4 		$208K Buy
+34,099
New +$200K ﹤0.01% 2869
2024
Q3 		– Sell
-10,551
Closed -$58.3K – 3274
2024
Q2 		$58.3K Buy
+10,551
New +$60.2K ﹤0.01% 2873
2024
Q1 		– Sell
-27,301
Closed -$217K – 3273
2023
Q4 		$217K Buy
+27,301
New +$224K ﹤0.01% 2811

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

John Overdeck's NXDT Position: Q1 2025 in Review

John Overdeck sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2025, closing a stake of 34,099 shares — an estimated $208K sold.

John Overdeck first reported a position in NXDT in Q4 2023 and held it in 3 quarters. The position peaked at $217K in Q4 2023. 122 funds tracked by Wall St. Rank hold NXDT as of Q1 2025.

  • John Overdeck reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2025 after selling out during the quarter.
  • John Overdeck sold 34,099 NexPoint Diversified Real Estate Trust shares in Q1 2025, an estimated $208K.
  • John Overdeck first reported a position in NexPoint Diversified Real Estate Trust in Q4 2023 and held it in 3 quarters.
  • John Overdeck's NexPoint Diversified Real Estate Trust position peaked at $217K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2025.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.