TWD
NXDT

True Wealth Design’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

True Wealth Design’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 		$84 Buy
16
+8
+100% +$39 ﹤0.01% 2558
2026
Q1 		$38 Buy
8
+4
+100% +$18 ﹤0.01% 2585
2025
Q4 		$16 Sell
4
-80
-95% -$263 ﹤0.01% 2493
2025
Q3 		$310 Sell
84
-39
-32% -$166 ﹤0.01% 2170
2025
Q2 		$516 Buy
123
+105
+583% +$393 ﹤0.01% 1730
2025
Q1 		$69 Buy
+18
New +$89 ﹤0.01% 2309

Other funds holding NXDT

CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's NXDT Position: Q2 2026 in Review

True Wealth Design increased its NexPoint Diversified Real Estate Trust (NXDT) stake by 100% in Q2 2026, buying an estimated $39 and bringing the position to 16 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

True Wealth Design first reported a position in NXDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $516 in Q2 2025. 6 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • True Wealth Design held 16 shares of NexPoint Diversified Real Estate Trust worth $84 as of Q2 2026.
  • True Wealth Design bought 8 NexPoint Diversified Real Estate Trust shares in Q2 2026, an estimated $39.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2558 holding.
  • True Wealth Design first reported a position in NexPoint Diversified Real Estate Trust in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's NexPoint Diversified Real Estate Trust position peaked at $516 in Q2 2025.
  • 6 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.