MCC
NXDT

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

Money Concepts 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
2023
Q1 		– Sell
-571
Closed -$6.4K – 2070
2022
Q4 		$6.4K Buy
+571
New +$7.23K ﹤0.01% 2228
2022
Q2 		– Sell
-571
Closed -$9K – 2219
2022
Q1 		$9K Buy
+571
New +$8.34K ﹤0.01% 1994

Other funds holding NXDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Money Concepts Capital's NXDT Position: Q1 2023 in Review

Money Concepts Capital sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2023, closing a stake of 571 shares — an estimated $6.4K sold.

Money Concepts Capital first reported a position in NXDT in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 91 funds tracked by Wall St. Rank hold NXDT as of Q1 2023.

  • Money Concepts Capital reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 571 NexPoint Diversified Real Estate Trust shares in Q1 2023, an estimated $6.4K.
  • Money Concepts Capital first reported a position in NexPoint Diversified Real Estate Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's NexPoint Diversified Real Estate Trust position peaked at $9K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.