Root Financial Partners’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Root Financial Partners’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	$115	Buy	+22	New	+$115	﹤0.01%	3622

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

Root Financial Partners's NXDT Position: Q3 2026 in Review

Root Financial Partners opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q3 2026: 22 shares worth $115. The stake represents ﹤0.01% of the portfolio and ranks #3622 among its holdings.

66 funds tracked by Wall St. Rank hold NXDT as of Q3 2026.

Root Financial Partners held 22 shares of NexPoint Diversified Real Estate Trust worth $115 as of Q3 2026.
NexPoint Diversified Real Estate Trust was a new Root Financial Partners position in Q3 2026.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3622 holding.
66 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.