NFG
NXDT

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

Next 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
Q4 		$39K Buy
2,823
+413
+17% +$5.84K ﹤0.01% 1584
2021
Q3 		$34K Buy
2,410
+632
+36% +$8.84K ﹤0.01% 1580
2021
Q2 		$24K Buy
1,778
+32
+2% +$405 ﹤0.01% 1679
2021
Q1 		$20K Buy
1,746
+171
+11% +$1.94K ﹤0.01% 1637
2020
Q4 		$17K Buy
1,575
+1,515
+2,525% +$14.6K ﹤0.01% 1611
2020
Q3 		$1K Buy
+60
New +$575 ﹤0.01% 2122
2017
Q1 		– Sell
-250
Closed -$6K – 2158
2016
Q4 		$6K Hold
250
– – ﹤0.01% 1858
2016
Q3 		$6K Buy
+250
New +$5.48K ﹤0.01% 1867

Other funds holding NXDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Next Financial Group's NXDT Position: Q4 2021 in Review

Next Financial Group increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 17% in Q4 2021, buying an estimated $5.84K and bringing the position to 2,823 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Next Financial Group first reported a position in NXDT in Q3 2016 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold NXDT as of Q4 2021.

  • Next Financial Group held 2,823 shares of NexPoint Diversified Real Estate Trust worth $39K as of Q4 2021.
  • Next Financial Group bought 413 NexPoint Diversified Real Estate Trust shares in Q4 2021, an estimated $5.84K.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1584 holding.
  • Next Financial Group first reported a position in NexPoint Diversified Real Estate Trust in Q3 2016 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.