Monumental Financial Group’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Monumental Financial Group’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
2021 Q3	–	Sell	-1	Closed	–	–	70
2021 Q2	$0	Buy	+1	New	+$13	﹤0.01%	107

Other funds holding NXDT

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

Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $133M AUM 13.88% 1-Year Est. Return

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return