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

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

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. 125 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.
  • 125 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.