SFA
NXDT

Sequoia Financial Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Sequoia Financial Advisors’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
2020
Q2 		– Sell
-18,728
Closed -$155K – 393
2020
Q1 		$155K Buy
+18,728
New +$287K 0.01% 336

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Sequoia Financial Advisors's NXDT Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q2 2020, closing a stake of 18,728 shares — an estimated $155K sold.

Sequoia Financial Advisors first reported a position in NXDT in Q1 2020 and held it in 1 quarter. The position peaked at $155K in Q1 2020. 65 funds tracked by Wall St. Rank hold NXDT as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 18,728 NexPoint Diversified Real Estate Trust shares in Q2 2020, an estimated $155K.
  • Sequoia Financial Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's NexPoint Diversified Real Estate Trust position peaked at $155K in Q1 2020.
  • 65 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.