SWM
NXDT

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

SHP Wealth Management’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
Q1 		$56 Hold
12
– – ﹤0.01% 1790
2025
Q4 		$46 Buy
+12
New +$39 ﹤0.01% 1527

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SHP Wealth Management's NXDT Position: Q1 2026 in Review

SHP Wealth Management held its NexPoint Diversified Real Estate Trust (NXDT) position steady in Q1 2026 at 12 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

SHP Wealth Management first reported a position in NXDT in Q4 2025 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

  • SHP Wealth Management held 12 shares of NexPoint Diversified Real Estate Trust worth $56 as of Q1 2026.
  • SHP Wealth Management left its NexPoint Diversified Real Estate Trust share count unchanged in Q1 2026.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1790 holding.
  • SHP Wealth Management first reported a position in NexPoint Diversified Real Estate Trust in Q4 2025 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.