Wealth Enhancement Advisory Services
NXDT

Wealth Enhancement Advisory Services’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Wealth Enhancement Advisory Services’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 		$53.7K Buy
+10,327
New +$50.9K ﹤0.01% 3906

Other funds holding NXDT

CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's NXDT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in NexPoint Diversified Real Estate Trust (NXDT) in Q2 2026: 10,327 shares worth $53.7K. The stake represents ﹤0.01% of the portfolio and ranks #3906 among its holdings.

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

  • Wealth Enhancement Advisory Services held 10,327 shares of NexPoint Diversified Real Estate Trust worth $53.7K as of Q2 2026.
  • NexPoint Diversified Real Estate Trust was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3906 holding.
  • 6 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.