Visionary Wealth Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Visionary Wealth 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
2025 Q1	–	Sell	-29,392	Closed	-$179K	–	554
2024 Q4	$179K	Sell	29,392 -4,330	-13%	-$25.4K	0.01%	523
2024 Q3	$211K	Sell	33,722 -173	-0.5%	-$1.03K	0.01%	505
2024 Q2	$187K	Buy	33,895 +125	+0.4%	+$713	0.01%	490
2024 Q1	$223K	Buy	33,770 +2,133	+7%	+$14.2K	0.02%	458
2023 Q4	$252K	Buy	31,637 +1,011	+3%	+$8.28K	0.02%	424
2023 Q3	$267K	Buy	30,626 +101	+0.3%	+$1.08K	0.02%	387
2023 Q2	$382K	Sell	30,525 -500	-2%	-$5.33K	0.03%	328
2023 Q1	$322K	Buy	+31,025	New	+$367K	0.03%	342
2022 Q3	–	Sell	-28,300	Closed	-$467K	–	436
2022 Q2	$467K	Buy	28,300 +17,850	+171%	+$277K	0.04%	248
2022 Q1	$165K	Buy	+10,450	New	+$153K	0.01%	411

Other funds holding NXDT

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Visionary Wealth Advisors's NXDT Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q1 2025, closing a stake of 29,392 shares — an estimated $179K sold.

Visionary Wealth Advisors first reported a position in NXDT in Q1 2022 and held it in 10 quarters. The position peaked at $467K in Q2 2022. 122 funds tracked by Wall St. Rank hold NXDT as of Q1 2025.

Visionary Wealth Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q1 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 29,392 NexPoint Diversified Real Estate Trust shares in Q1 2025, an estimated $179K.
Visionary Wealth Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q1 2022 and held it in 10 quarters.
Visionary Wealth Advisors's NexPoint Diversified Real Estate Trust position peaked at $467K in Q2 2022.
122 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.