United Financial Planning Group’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

United Financial Planning 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 Q2	$1.13K	Buy	+217	New	+$1.07K	﹤0.01%	448

Other funds holding NXDT

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

United Financial Planning Group's NXDT Position: Q2 2026 in Review

United Financial Planning Group opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q2 2026: 217 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings.

125 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

United Financial Planning Group held 217 shares of NexPoint Diversified Real Estate Trust worth $1.13K as of Q2 2026.
NexPoint Diversified Real Estate Trust was a new United Financial Planning Group position in Q2 2026.
NexPoint Diversified Real Estate Trust made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #448 holding.
125 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.