LRIA
NXDT

Leonard Rickey Investment Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Leonard Rickey Investment Advisors’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
2024
Q3 		– Sell
-18,955
Closed -$105K – 113
2024
Q2 		$105K Buy
+18,955
New +$108K 0.03% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Leonard Rickey Investment Advisors's NXDT Position: Q3 2024 in Review

Leonard Rickey Investment Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2024, closing a stake of 18,955 shares — an estimated $105K sold.

Leonard Rickey Investment Advisors first reported a position in NXDT in Q2 2024 and held it in 1 quarter. The position peaked at $105K in Q2 2024. 120 funds tracked by Wall St. Rank hold NXDT as of Q3 2024.

  • Leonard Rickey Investment Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2024 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 18,955 NexPoint Diversified Real Estate Trust shares in Q3 2024, an estimated $105K.
  • Leonard Rickey Investment Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q2 2024 and held it in 1 quarter.
  • Leonard Rickey Investment Advisors's NexPoint Diversified Real Estate Trust position peaked at $105K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2024.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.