Legacy Wealth Managment, Llc/Id Nexpoint Diversified Real Estate Trust Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Nexpoint Diversified Real Estate Trust stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 87,507 shares of NXDT stock, worth $247,644. This represents 0.22% of its overall portfolio holdings.
Number of Shares
87,507
Previous 82,004
6.71%
Holding current value
$247,644
Previous $343,000
6.12%
% of portfolio
0.22%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding NXDT
# of Institutions
123Shares Held
22.2MCall Options Held
28.9KPut Options Held
0-
Highland Capital Management Fund Advisors, L.P. Dallas, TX4.91MShares$13.9 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.04MShares$8.62 Million0.0% of portfolio
-
Black Rock Inc. New York, NY2.43MShares$6.88 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.18MShares$6.18 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.03MShares$2.9 Million0.0% of portfolio
About NEXPOINT DIVERSIFIED REAL ESTATE TRUST
- Ticker NXDT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- NexPoint Diversified Real Estate Trust (?NXDT?) is an externally advised diversified real estate investment trust (?REIT?), with its shares of common stock and 5.50% Series A Cumulative Preferred Shares listed on the New York Stock Exchange under the symbols NXDT and NXDT-PA, respectively. As a diversified REIT, NXDT's primary investment objecti...