Simplex Trading
NXDT

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
Q4 		– Sell
-1,100
Closed -$4K – 9614
2025
Q3 		$4K Hold
1,100
– – ﹤0.01% 8431
2025
Q2 		$4K Buy
+1,100
New +$4.12K ﹤0.01% 7874
2024
Q4 		– Sell
-3,000
Closed -$18K – 9298
2024
Q3 		$18K Hold
3,000
– – ﹤0.01% 6755
2024
Q2 		$16K Buy
+3,000
New +$17.1K ﹤0.01% 7078
2024
Q1 		– Sell
-1,000
Closed -$7K – 9557
2023
Q4 		$7K Hold
1,000
– – ﹤0.01% 7685
2023
Q3 		$8K Buy
+1,000
New +$10.7K ﹤0.01% 7344

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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.