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NXDT

Legacy Investment Solutions’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Legacy Investment Solutions’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
Q2 		$344K Buy
+82,004
New +$307K 0.18% 61
2024
Q4 		$474K Sell
89,287
-9,785
-10% -$57.4K 0.3% 47
2024
Q3 		$574K Buy
+99,072
New +$588K 0.33% 39

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Investment Solutions's NXDT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q2 2025: 82,004 shares worth $344K. The stake represents 0.18% of the portfolio and ranks #61 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NXDT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NXDT in Q3 2024 and has held it in 3 quarters since. The position peaked at $574K in Q3 2024. 115 funds tracked by Wall St. Rank hold NXDT as of Q2 2025.

  • Legacy Investment Solutions held 82,004 shares of NexPoint Diversified Real Estate Trust worth $344K as of Q2 2025.
  • NexPoint Diversified Real Estate Trust was a new Legacy Investment Solutions position in Q2 2025.
  • NexPoint Diversified Real Estate Trust made up 0.18% of Legacy Investment Solutions's portfolio in Q2 2025, its #61 holding.
  • Legacy Investment Solutions first reported a position in NexPoint Diversified Real Estate Trust in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's NexPoint Diversified Real Estate Trust position peaked at $574K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.