Simplex Trading
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Simplex Trading’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Simplex Trading’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
Q1 		– Sell
-86
Closed -$427 – 9290
2024
Q4 		$0 Sell
86
-2,043
-96% -$12K ﹤0.01% 9297
2024
Q3 		$13K Sell
2,129
-18
-0.8% -$107 ﹤0.01% 7014
2024
Q2 		$11K Buy
+2,147
New +$12.2K ﹤0.01% 7370
2024
Q1 		– Sell
-683
Closed -$5K – 9556
2023
Q4 		$5K Buy
+683
New +$5.59K ﹤0.01% 7883

Other funds holding NXDT

Nexpoint Asset Management
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Simplex Trading's NXDT Position: Q1 2025 in Review

Simplex Trading sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2025, closing a stake of 86 shares — an estimated $427 sold.

Simplex Trading first reported a position in NXDT in Q4 2023 and held it in 4 quarters. The position peaked at $13K in Q3 2024. 123 funds tracked by Wall St. Rank hold NXDT as of Q1 2025.

  • Simplex Trading reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 86 NexPoint Diversified Real Estate Trust shares in Q1 2025, an estimated $427.
  • Simplex Trading first reported a position in NexPoint Diversified Real Estate Trust in Q4 2023 and held it in 4 quarters.
  • Simplex Trading's NexPoint Diversified Real Estate Trust position peaked at $13K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.