LC
NXDT

Lindbrook Capital’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Lindbrook Capital’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
2019
Q2 		– Sell
-9,800
Closed -$213K – 1474
2019
Q1 		$213K Buy
9,800
+5,500
+128% +$118K 0.08% 119
2018
Q4 		$85K Buy
+4,300
New +$92.5K 0.04% 222

Other funds holding NXDT

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's NXDT Position: Q2 2019 in Review

Lindbrook Capital sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q2 2019, closing a stake of 9,800 shares — an estimated $213K sold.

Lindbrook Capital first reported a position in NXDT in Q4 2018 and held it in 2 quarters. The position peaked at $213K in Q1 2019. 60 funds tracked by Wall St. Rank hold NXDT as of Q2 2019.

  • Lindbrook Capital reported no remaining NexPoint Diversified Real Estate Trust position as of Q2 2019 after selling out during the quarter.
  • Lindbrook Capital sold 9,800 NexPoint Diversified Real Estate Trust shares in Q2 2019, an estimated $213K.
  • Lindbrook Capital first reported a position in NexPoint Diversified Real Estate Trust in Q4 2018 and held it in 2 quarters.
  • Lindbrook Capital's NexPoint Diversified Real Estate Trust position peaked at $213K in Q1 2019.
  • 60 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2019.

Based on Lindbrook Capital's 13F filing for Q2 2019, filed 24 Jul 2019.