MFG
NXDT

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Monumental Financial Group's NXDT Position: Q3 2021 in Review

Monumental Financial Group sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2021, closing a stake of 1 share.

Monumental Financial Group first reported a position in NXDT in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 65 funds tracked by Wall St. Rank hold NXDT as of Q3 2021.

  • Monumental Financial Group reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 1 NexPoint Diversified Real Estate Trust share in Q3 2021.
  • Monumental Financial Group first reported a position in NexPoint Diversified Real Estate Trust in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's NexPoint Diversified Real Estate Trust position peaked at $0 in Q2 2021.
  • 65 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.