NFG
NXDT

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

Nations 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
2026
Q2 		$961K Buy
185,131
+16,885
+10% +$83.2K 0.05% 385
2026
Q1 		$786K Buy
168,246
+2,821
+2% +$12.6K 0.04% 431
2025
Q4 		$634K Buy
165,425
+45,001
+37% +$148K 0.03% 462
2025
Q3 		$444K Sell
120,424
-7,285
-6% -$31K 0.03% 509
2025
Q2 		$535K Sell
127,709
-109,285
-46% -$409K 0.04% 436
2025
Q1 		$908K Buy
236,994
+8,359
+4% +$41.5K 0.07% 293
2024
Q4 		$1.39M Sell
228,635
-111,843
-33% -$656K 0.1% 220
2024
Q3 		$2.13M Buy
340,478
+26,851
+9% +$159K 0.15% 162
2024
Q2 		$1.73M Sell
313,627
-3,405
-1% -$19.4K 0.14% 166
2024
Q1 		$2.09M Buy
317,032
+4,298
+1% +$28.6K 0.18% 136
2023
Q4 		$2.49M Sell
312,734
-16,559
-5% -$136K 0.23% 107
2023
Q3 		$2.87M Sell
329,293
-8,933
-3% -$95.5K 0.29% 80
2023
Q2 		$4.23M Sell
338,226
-7,045
-2% -$75.1K 0.42% 46
2023
Q1 		$3.58M Buy
345,271
+950
+0.3% +$11.2K 0.38% 58
2022
Q4 		$3.86M Buy
344,321
+49,340
+17% +$625K 0.43% 50
2022
Q3 		$3.7M Buy
294,981
+3,900
+1% +$60.7K 0.54% 32
2022
Q2 		$4.8M Buy
291,081
+2,100
+0.7% +$32.6K 0.64% 27
2022
Q1 		$4.57M Buy
+288,981
New +$4.22M 0.55% 35

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Nations Financial Group's NXDT Position: Q2 2026 in Review

Nations Financial Group increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 10% in Q2 2026, buying an estimated $83.2K and bringing the position to 185,131 shares worth $961K. The position accounts for 0.05% of the portfolio, ranked #385.

Nations Financial Group first reported a position in NXDT in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.8M in Q2 2022. 125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • Nations Financial Group held 185,131 shares of NexPoint Diversified Real Estate Trust worth $961K as of Q2 2026.
  • Nations Financial Group bought 16,885 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $83.2K.
  • NexPoint Diversified Real Estate Trust made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #385 holding.
  • Nations Financial Group first reported a position in NexPoint Diversified Real Estate Trust in Q1 2022 and has held it in 18 quarters since.
  • Nations Financial Group's NexPoint Diversified Real Estate Trust position peaked at $4.8M in Q2 2022.
  • 125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.