LPL Financial’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $67.9K | Sell |
13,033
-2,780
| -18% | -$14.6K | ﹤0.01% | 6086 |
|
|
2026
Q2 | $82.1K | Buy |
15,813
+3,736
| +31% | +$18.4K | ﹤0.01% | 5953 |
|
|
2026
Q1 | $56.4K | Buy |
+12,077
| New | +$54.1K | ﹤0.01% | 5766 |
|
|
2025
Q2 | – | Sell |
-14,523
| Closed | -$55.6K | – | 5655 |
|
|
2025
Q1 | $55.6K | Buy |
14,523
+1,396
| +11% | +$6.93K | ﹤0.01% | 5145 |
|
|
2024
Q4 | $80.1K | Sell |
13,127
-1,124
| -8% | -$6.6K | ﹤0.01% | 5032 |
|
|
2024
Q3 | $89.1K | Buy |
14,251
+304
| +2% | +$1.8K | ﹤0.01% | 4914 |
|
|
2024
Q2 | $77.1K | Buy |
13,947
+417
| +3% | +$2.38K | ﹤0.01% | 4779 |
|
|
2024
Q1 | $89.3K | Buy |
+13,530
| New | +$89.9K | ﹤0.01% | 4696 |
|
|
2022
Q4 | – | Sell |
-20,524
| Closed | -$258K | – | 4523 |
|
|
2022
Q3 | $258K | Buy |
20,524
+1,711
| +9% | +$26.6K | ﹤0.01% | 3724 |
|
|
2022
Q2 | $310K | Buy |
18,813
+517
| +3% | +$8.03K | ﹤0.01% | 3600 |
|
|
2022
Q1 | $289K | Sell |
18,296
-7,684
| -30% | -$112K | ﹤0.01% | 3586 |
|
|
2021
Q4 | $353K | Sell |
25,980
-65,987
| -72% | -$933K | ﹤0.01% | 3570 |
|
|
2021
Q3 | $1.28M | Sell |
91,967
-6,041
| -6% | -$84.5K | ﹤0.01% | 2422 |
|
|
2021
Q2 | $1.35M | Buy |
98,008
+12,711
| +15% | +$161K | ﹤0.01% | 2320 |
|
|
2021
Q1 | $972K | Buy |
85,297
+72,592
| +571% | +$825K | ﹤0.01% | 2414 |
|
|
2020
Q4 | $134K | Sell |
12,705
-18,401
| -59% | -$177K | ﹤0.01% | 3629 |
|
|
2020
Q3 | $269K | Buy |
31,106
+4,207
| +16% | +$40.3K | ﹤0.01% | 2984 |
|
|
2020
Q2 | $283K | Sell |
26,899
-20,074
| -43% | -$199K | ﹤0.01% | 2877 |
|
|
2020
Q1 | $388K | Buy |
46,973
+20,959
| +81% | +$321K | ﹤0.01% | 2283 |
|
|
2019
Q4 | $461K | Buy |
+26,014
| New | +$446K | ﹤0.01% | 2445 |
|
|
2019
Q3 | – | Sell |
-14,727
| Closed | -$279K | – | 3353 |
|
|
2019
Q2 | $279K | Buy |
+14,727
| New | +$293K | ﹤0.01% | 2757 |
|
|
2018
Q4 | – | Sell |
-9,500
| Closed | -$213K | – | 3192 |
|
|
2018
Q3 | $213K | Buy |
+9,500
| New | +$215K | ﹤0.01% | 2952 |
|
|
2017
Q2 | – | Sell |
-49,608
| Closed | -$1.13M | – | 2925 |
|
|
2017
Q1 | $1.13M | Buy |
49,608
+13,689
| +38% | +$318K | 0.01% | 1178 |
|
|
2016
Q4 | $824K | Buy |
35,919
+14,303
| +66% | +$314K | 0.01% | 1346 |
|
|
2016
Q3 | $477K | Buy |
21,616
+10,542
| +95% | +$231K | ﹤0.01% | 1764 |
|
|
2016
Q2 | $235K | Sell |
11,074
-5,320
| -32% | -$107K | ﹤0.01% | 2262 |
|
|
2016
Q1 | $292K | Sell |
16,394
-2,195
| -12% | -$39.9K | ﹤0.01% | 2532 |
|
|
2015
Q4 | $378K | Buy |
+18,589
| New | +$416K | ﹤0.01% | 2369 |
|
Other funds holding NXDT
MS
LPL Financial's NXDT Position: Q3 2026 in Review
LPL Financial reduced its NexPoint Diversified Real Estate Trust (NXDT) stake by 18% in Q3 2026, selling an estimated $14.6K and leaving 13,033 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6086.
LPL Financial first reported a position in NXDT in Q4 2015 and has held it in 28 quarters since. The position peaked at $1.35M in Q2 2021. 66 funds tracked by Wall St. Rank hold NXDT as of Q3 2026.
- LPL Financial held 13,033 shares of NexPoint Diversified Real Estate Trust worth $67.9K as of Q3 2026.
- LPL Financial sold 2,780 NexPoint Diversified Real Estate Trust shares in Q3 2026, an estimated $14.6K.
- NexPoint Diversified Real Estate Trust made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6086 holding.
- LPL Financial first reported a position in NexPoint Diversified Real Estate Trust in Q4 2015 and has held it in 28 quarters since.
- LPL Financial's NexPoint Diversified Real Estate Trust position peaked at $1.35M in Q2 2021.
- 66 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2026.
Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.