WAM
NXDT

Wealthspire Advisors (Maryland)’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-810
Closed -$18K – 2397
2017
Q2 		$18K Buy
+810
New +$18K ﹤0.01% 1311

Other funds holding NXDT

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NXDT Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2017, closing a stake of 810 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in NXDT in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 48 funds tracked by Wall St. Rank hold NXDT as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 810 NexPoint Diversified Real Estate Trust shares in Q3 2017, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in NexPoint Diversified Real Estate Trust in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s NexPoint Diversified Real Estate Trust position peaked at $18K in Q2 2017.
  • 48 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.