TFA
NXDT

Transamerica Financial Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Transamerica Financial Advisors’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
Q2 		$134 Hold
26
– – ﹤0.01% 1952
2026
Q1 		$121 Hold
26
– – ﹤0.01% 1711
2025
Q4 		$100 Buy
+26
New +$85 ﹤0.01% 1660

Other funds holding NXDT

NAM
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
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Transamerica Financial Advisors's NXDT Position: Q2 2026 in Review

Transamerica Financial Advisors held its NexPoint Diversified Real Estate Trust (NXDT) position steady in Q2 2026 at 26 shares worth $134. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Transamerica Financial Advisors first reported a position in NXDT in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • Transamerica Financial Advisors held 26 shares of NexPoint Diversified Real Estate Trust worth $134 as of Q2 2026.
  • Transamerica Financial Advisors left its NexPoint Diversified Real Estate Trust share count unchanged in Q2 2026.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1952 holding.
  • Transamerica Financial Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q4 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.