Pinnacle Wealth Planning Services’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$6.85K	Hold	1,314	–	–	﹤0.01%	2217
2026 Q2	$6.82K	Buy	1,314 +27	+2%	+$133	﹤0.01%	2208
2026 Q1	$6.01K	Buy	1,287 +29	+2%	+$130	﹤0.01%	2203
2025 Q4	$4.82K	Buy	+1,258	New	+$4.13K	﹤0.01%	2289
2024 Q4	–	Sell	-26,620	Closed	-$166K	–	516
2024 Q3	$166K	Buy	26,620 +438	+2%	+$2.6K	0.02%	477
2024 Q2	$145K	Buy	+26,182	New	+$149K	0.02%	448

Other funds holding NXDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $136M AUM 8.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's NXDT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its NexPoint Diversified Real Estate Trust (NXDT) position steady in Q3 2026 at 1,314 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Pinnacle Wealth Planning Services first reported a position in NXDT in Q2 2024 and has held it in 6 quarters since. The position peaked at $166K in Q3 2024. 66 funds tracked by Wall St. Rank hold NXDT as of Q3 2026.

Pinnacle Wealth Planning Services held 1,314 shares of NexPoint Diversified Real Estate Trust worth $6.85K as of Q3 2026.
Pinnacle Wealth Planning Services left its NexPoint Diversified Real Estate Trust share count unchanged in Q3 2026.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2217 holding.
Pinnacle Wealth Planning Services first reported a position in NexPoint Diversified Real Estate Trust in Q2 2024 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's NexPoint Diversified Real Estate Trust position peaked at $166K in Q3 2024.
66 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.