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
2026 Q1	$44.4K	Sell	9,500 -3,100	-25%	-$13.9K	﹤0.01%	6008
2025 Q4	$48.3K	Buy	12,600 +7,400	+142%	+$24.3K	﹤0.01%	5686
2025 Q3	$19K	Buy	5,200 +3,300	+174%	+$14K	﹤0.01%	7373
2025 Q2	$7K	Hold	1,900	–	–	﹤0.01%	7569
2025 Q1	$7K	Buy	1,900 +1,000	+111%	+$4.97K	﹤0.01%	7351
2024 Q4	$5K	Buy	+900	New	+$5.28K	﹤0.01%	7636
2024 Q1	–	Sell	-2,000	Closed	-$15K	–	9555
2023 Q4	$15K	Sell	2,000 -8,200	-80%	-$67.1K	﹤0.01%	7145
2023 Q3	$88K	Buy	+10,200	New	+$109K	﹤0.01%	5218

Other funds holding NXDT

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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. 122 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.
122 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.