MA
NXDT

Mutual Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Mutual Advisors’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
2020
Q1 		– Sell
-12,103
Closed -$214K – 620
2019
Q4 		$214K Buy
+12,103
New +$208K 0.02% 549

Other funds holding NXDT

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mutual Advisors's NXDT Position: Q1 2020 in Review

Mutual Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2020, closing a stake of 12,103 shares — an estimated $214K sold.

Mutual Advisors first reported a position in NXDT in Q4 2019 and held it in 1 quarter. The position peaked at $214K in Q4 2019. 66 funds tracked by Wall St. Rank hold NXDT as of Q1 2020.

  • Mutual Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2020 after selling out during the quarter.
  • Mutual Advisors sold 12,103 NexPoint Diversified Real Estate Trust shares in Q1 2020, an estimated $214K.
  • Mutual Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q4 2019 and held it in 1 quarter.
  • Mutual Advisors's NexPoint Diversified Real Estate Trust position peaked at $214K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2020.

Based on Mutual Advisors's 13F filing for Q1 2020, filed 13 May 2020.