SIC
NXDT

Salem Investment Counselors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Salem Investment Counselors’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
2023
Q2 		– Sell
-2,000
Closed -$20.8K – 1186
2023
Q1 		$20.8K Buy
+2,000
New +$23.7K ﹤0.01% 683

Other funds holding NXDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Salem Investment Counselors's NXDT Position: Q2 2023 in Review

Salem Investment Counselors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q2 2023, closing a stake of 2,000 shares — an estimated $20.8K sold.

Salem Investment Counselors first reported a position in NXDT in Q1 2023 and held it in 1 quarter. The position peaked at $20.8K in Q1 2023. 93 funds tracked by Wall St. Rank hold NXDT as of Q2 2023.

  • Salem Investment Counselors reported no remaining NexPoint Diversified Real Estate Trust position as of Q2 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 2,000 NexPoint Diversified Real Estate Trust shares in Q2 2023, an estimated $20.8K.
  • Salem Investment Counselors first reported a position in NexPoint Diversified Real Estate Trust in Q1 2023 and held it in 1 quarter.
  • Salem Investment Counselors's NexPoint Diversified Real Estate Trust position peaked at $20.8K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.