MassMutual Private Wealth & Trust’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-1	Closed	-$4	–	2434
2025 Q3	$4	Sell	1 -1	-50%	-$4	﹤0.01%	2362
2025 Q2	$6	Sell	2 -39	-95%	-$146	﹤0.01%	2343
2025 Q1	$155	Sell	41 -141	-77%	-$700	﹤0.01%	2307
2024 Q4	$1.11K	Buy	182 +3	+2%	+$18	﹤0.01%	2001
2024 Q3	$1.12K	Buy	179 +139	+348%	+$825	﹤0.01%	1829
2024 Q2	$221	Buy	40 +8	+25%	+$46	﹤0.01%	2066
2024 Q1	$211	Buy	+32	New	+$213	﹤0.01%	1987

Other funds holding NXDT

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

MassMutual Private Wealth & Trust's NXDT Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q4 2025, closing a stake of 1 share — an estimated $4 sold.

MassMutual Private Wealth & Trust first reported a position in NXDT in Q1 2024 and held it in 7 quarters. The position peaked at $1.12K in Q3 2024. 122 funds tracked by Wall St. Rank hold NXDT as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining NexPoint Diversified Real Estate Trust position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1 NexPoint Diversified Real Estate Trust share in Q4 2025, an estimated $4.
MassMutual Private Wealth & Trust first reported a position in NexPoint Diversified Real Estate Trust in Q1 2024 and held it in 7 quarters.
MassMutual Private Wealth & Trust's NexPoint Diversified Real Estate Trust position peaked at $1.12K in Q3 2024.
122 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.