JMF
NXDT

Johnson Midwest Financial’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Johnson Midwest Financial’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
2022
Q1 		– Sell
-945
Closed -$13K – 295
2021
Q4 		$13K Hold
945
– – 0.01% 163
2021
Q3 		$13K Hold
945
– – 0.01% 168
2021
Q2 		$13K Hold
945
– – 0.01% 155
2021
Q1 		$11K Hold
945
– – 0.01% 160
2020
Q4 		$10K Buy
+945
New +$9.08K 0.01% 171

Other funds holding NXDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Johnson Midwest Financial's NXDT Position: Q1 2022 in Review

Johnson Midwest Financial sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2022, closing a stake of 945 shares — an estimated $13K sold.

Johnson Midwest Financial first reported a position in NXDT in Q4 2020 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 68 funds tracked by Wall St. Rank hold NXDT as of Q1 2022.

  • Johnson Midwest Financial reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2022 after selling out during the quarter.
  • Johnson Midwest Financial sold 945 NexPoint Diversified Real Estate Trust shares in Q1 2022, an estimated $13K.
  • Johnson Midwest Financial first reported a position in NexPoint Diversified Real Estate Trust in Q4 2020 and held it in 5 quarters.
  • Johnson Midwest Financial's NexPoint Diversified Real Estate Trust position peaked at $13K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2022.

Based on Johnson Midwest Financial's 13F filing for Q1 2022, filed 13 Apr 2022.