Legacy Wealth Management (Idaho)’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Legacy Wealth Management (Idaho)’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	$334K	Buy	64,409 +6,962	+12%	+$34.3K	0.14%	138
2026 Q1	$268K	Sell	57,447 -19,508	-25%	-$87.4K	0.13%	98
2025 Q4	$295K	Sell	76,955 -10,552	-12%	-$34.6K	0.14%	84
2025 Q3	$323K	Buy	87,507 +5,503	+7%	+$23.4K	0.15%	78
2025 Q2	$344K	Sell	82,004 -713	-0.9%	-$2.67K	0.18%	61
2025 Q1	$317K	Sell	82,717 -6,570	-7%	-$32.6K	0.22%	56
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 $1.5B AUM 83.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NXDT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 12% in Q2 2026, buying an estimated $34.3K and bringing the position to 64,409 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #138.

Legacy Wealth Management (Idaho) first reported a position in NXDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $574K in Q3 2024. 125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

Legacy Wealth Management (Idaho) held 64,409 shares of NexPoint Diversified Real Estate Trust worth $334K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 6,962 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $34.3K.
NexPoint Diversified Real Estate Trust made up 0.14% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #138 holding.
Legacy Wealth Management (Idaho) first reported a position in NexPoint Diversified Real Estate Trust in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s NexPoint Diversified Real Estate Trust position peaked at $574K in Q3 2024.
125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.