PS
NXDT

Planned Solutions’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Planned Solutions’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
Q1 		– Sell
-800
Closed -$8K – 296
2020
Q4 		$8K Buy
+800
New +$7.69K 0.01% 341

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Planned Solutions's NXDT Position: Q1 2021 in Review

Planned Solutions sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2021, closing a stake of 800 shares — an estimated $8K sold.

Planned Solutions first reported a position in NXDT in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 66 funds tracked by Wall St. Rank hold NXDT as of Q1 2021.

  • Planned Solutions reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 800 NexPoint Diversified Real Estate Trust shares in Q1 2021, an estimated $8K.
  • Planned Solutions first reported a position in NexPoint Diversified Real Estate Trust in Q4 2020 and held it in 1 quarter.
  • Planned Solutions's NexPoint Diversified Real Estate Trust position peaked at $8K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.