True Wealth Design
NXDT icon

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
Q3 		$73 Sell
14
-2
-13% -$10 ﹤0.01% 2476
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

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's NXDT Position: Q3 2026 in Review

True Wealth Design reduced its NexPoint Diversified Real Estate Trust (NXDT) stake by 13% in Q3 2026, selling an estimated $10 and leaving 14 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

True Wealth Design first reported a position in NXDT in Q1 2025 and has held it in 7 quarters since. The position peaked at $516 in Q2 2025. 17 funds tracked by Wall St. Rank hold NXDT as of Q3 2026.

  • True Wealth Design held 14 shares of NexPoint Diversified Real Estate Trust worth $73 as of Q3 2026.
  • True Wealth Design sold 2 NexPoint Diversified Real Estate Trust shares in Q3 2026, an estimated $10.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2476 holding.
  • True Wealth Design first reported a position in NexPoint Diversified Real Estate Trust in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's NexPoint Diversified Real Estate Trust position peaked at $516 in Q2 2025.
  • 17 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.