WIA
NXDT

Wealthedge Investment Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Wealthedge Investment 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
Q3 		– Sell
-22,513
Closed -$94.3K – 150
2025
Q2 		$94.3K Sell
22,513
-339
-1% -$1.27K 0.04% 143
2025
Q1 		$87.5K Buy
+22,852
New +$114K 0.04% 175

Other funds holding NXDT

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Wealthedge Investment Advisors's NXDT Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2025, closing a stake of 22,513 shares — an estimated $94.3K sold.

Wealthedge Investment Advisors first reported a position in NXDT in Q1 2025 and held it in 2 quarters. The position peaked at $94.3K in Q2 2025. 120 funds tracked by Wall St. Rank hold NXDT as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 22,513 NexPoint Diversified Real Estate Trust shares in Q3 2025, an estimated $94.3K.
  • Wealthedge Investment Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q1 2025 and held it in 2 quarters.
  • Wealthedge Investment Advisors's NexPoint Diversified Real Estate Trust position peaked at $94.3K in Q2 2025.
  • 120 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.