PWMG
NXDT

Private Wealth Management Group’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Private Wealth Management 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
Q2 		– Sell
-12
Closed -$46 – 1571
2025
Q1 		$46 Sell
12
-487
-98% -$2.42K ﹤0.01% 1470
2024
Q4 		$3.04K Buy
499
+5
+1% +$29 ﹤0.01% 937
2024
Q3 		$3.09K Buy
494
+93
+23% +$552 ﹤0.01% 910
2024
Q2 		$2.22K Buy
+401
New +$2.29K ﹤0.01% 1010

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Private Wealth Management Group's NXDT Position: Q2 2025 in Review

Private Wealth Management Group sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q2 2025, closing a stake of 12 shares — an estimated $46 sold.

Private Wealth Management Group first reported a position in NXDT in Q2 2024 and held it in 4 quarters. The position peaked at $3.09K in Q3 2024. 115 funds tracked by Wall St. Rank hold NXDT as of Q2 2025.

  • Private Wealth Management Group reported no remaining NexPoint Diversified Real Estate Trust position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 12 NexPoint Diversified Real Estate Trust shares in Q2 2025, an estimated $46.
  • Private Wealth Management Group first reported a position in NexPoint Diversified Real Estate Trust in Q2 2024 and held it in 4 quarters.
  • Private Wealth Management Group's NexPoint Diversified Real Estate Trust position peaked at $3.09K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.