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

Newbridge Financial Services 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
2025 Q4	–	Sell	-1,816	Closed	-$6.7K	–	1365
2025 Q3	$6.7K	Buy	1,816 +65	+4%	+$277	﹤0.01%	969
2025 Q2	$7.34K	Buy	+1,751	New	+$6.56K	﹤0.01%	953
2021 Q3	–	Sell	-1,400	Closed	-$19K	–	1551
2021 Q2	$19K	Hold	1,400	–	–	0.01%	798
2021 Q1	$16K	Buy	1,400 +125	+10%	+$1.42K	0.01%	750
2020 Q4	$13K	Hold	1,275	–	–	0.01%	654
2020 Q3	$11K	Buy	+1,275	New	+$12.2K	0.01%	654

Other funds holding NXDT

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Newbridge Financial Services Group's NXDT Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q4 2025, closing a stake of 1,816 shares — an estimated $6.7K sold.

Newbridge Financial Services Group first reported a position in NXDT in Q3 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2021. 122 funds tracked by Wall St. Rank hold NXDT as of Q4 2025.

Newbridge Financial Services Group reported no remaining NexPoint Diversified Real Estate Trust position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,816 NexPoint Diversified Real Estate Trust shares in Q4 2025, an estimated $6.7K.
Newbridge Financial Services Group first reported a position in NexPoint Diversified Real Estate Trust in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's NexPoint Diversified Real Estate Trust position peaked at $19K in Q2 2021.
122 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.