Nisa Investment Advisors
NXDT

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

Nisa Investment 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
2026
Q2 		$1.85K Sell
356
-3,945
-92% -$19.4K ﹤0.01% 2763
2026
Q1 		$20.1K Sell
4,301
-2,135
-33% -$9.56K ﹤0.01% 2009
2025
Q4 		$24.6K Sell
6,436
-2,534
-28% -$8.32K ﹤0.01% 1862
2025
Q3 		$33.1K Sell
8,970
-6,755
-43% -$28.7K ﹤0.01% 1771
2025
Q2 		$65.9K Buy
15,725
+1,138
+8% +$4.26K ﹤0.01% 1522
2025
Q1 		$55.9K Buy
14,587
+379
+3% +$1.88K ﹤0.01% 1558
2024
Q4 		$86.7K Buy
14,208
+218
+2% +$1.28K ﹤0.01% 1507
2024
Q3 		$87.4K Sell
13,990
-13,253
-49% -$78.6K ﹤0.01% 1484
2024
Q2 		$151K Buy
27,243
+13,228
+94% +$75.4K ﹤0.01% 1378
2024
Q1 		$92.5K Buy
14,015
+244
+2% +$1.62K ﹤0.01% 1490
2023
Q4 		$109K Buy
13,771
+246
+2% +$2.01K ﹤0.01% 1418
2023
Q3 		$118K Buy
13,525
+5,479
+68% +$58.6K ﹤0.01% 1460
2023
Q2 		$101K Buy
+8,046
New +$85.8K ﹤0.01% 1504

Other funds holding NXDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nisa Investment Advisors's NXDT Position: Q2 2026 in Review

Nisa Investment Advisors reduced its NexPoint Diversified Real Estate Trust (NXDT) stake by 92% in Q2 2026, selling an estimated $19.4K and leaving 356 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

Nisa Investment Advisors first reported a position in NXDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $151K in Q2 2024. 60 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • Nisa Investment Advisors held 356 shares of NexPoint Diversified Real Estate Trust worth $1.85K as of Q2 2026.
  • Nisa Investment Advisors sold 3,945 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $19.4K.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2763 holding.
  • Nisa Investment Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q2 2023 and has held it in 13 quarters since.
  • Nisa Investment Advisors's NexPoint Diversified Real Estate Trust position peaked at $151K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.