Sumitomo Mitsui Trust Group
NXDT

Sumitomo Mitsui Trust Group’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Sumitomo Mitsui Trust Group’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 		$169K Sell
36,207
-1,435
-4% -$6.43K ﹤0.01% 1038
2025
Q4 		$144K Buy
37,642
+935
+3% +$3.07K ﹤0.01% 1044
2025
Q3 		$135K Sell
36,707
-324
-0.9% -$1.38K ﹤0.01% 1048
2025
Q2 		$155K Buy
37,031
+2,507
+7% +$9.39K ﹤0.01% 1025
2025
Q1 		$132K Sell
34,524
-1,569
-4% -$7.79K ﹤0.01% 1026
2024
Q4 		$220K Buy
36,093
+31
+0.1% +$182 ﹤0.01% 1022
2024
Q3 		$225K Buy
36,062
+824
+2% +$4.89K ﹤0.01% 1035
2024
Q2 		$195K Buy
35,238
+1,982
+6% +$11.3K ﹤0.01% 1048
2024
Q1 		$219K Sell
33,256
-1,950
-6% -$13K ﹤0.01% 1096
2023
Q4 		$280K Buy
35,206
+400
+1% +$3.27K ﹤0.01% 1088
2023
Q3 		$303K Hold
34,806
– – ﹤0.01% 1087
2023
Q2 		$436K Sell
34,806
-2,157
-6% -$23K ﹤0.01% 1070
2023
Q1 		$384K Hold
36,963
– – ﹤0.01% 1088
2022
Q4 		$414K Buy
+36,963
New +$468K ﹤0.01% 1121

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

Sumitomo Mitsui Trust Group's NXDT Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its NexPoint Diversified Real Estate Trust (NXDT) stake by 3.8% in Q1 2026, selling an estimated $6.43K and leaving 36,207 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Sumitomo Mitsui Trust Group first reported a position in NXDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $436K in Q2 2023. 127 funds tracked by Wall St. Rank hold NXDT as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 36,207 shares of NexPoint Diversified Real Estate Trust worth $169K as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 1,435 NexPoint Diversified Real Estate Trust shares in Q1 2026, an estimated $6.43K.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #1038 holding.
  • Sumitomo Mitsui Trust Group first reported a position in NexPoint Diversified Real Estate Trust in Q4 2022 and has held it in 14 quarters since.
  • Sumitomo Mitsui Trust Group's NexPoint Diversified Real Estate Trust position peaked at $436K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.