Nwf Advisory Services Inc. Nexpoint Diversified Real Estate Trust Transaction History

Nwf Advisory Services Inc.

$911 Billion
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 06, 2025	BUY	$5.25 - $6.62 $51,439 - $64,862	9,798 Added 52.48%	28,468 $178 Million
Q2 2024 Oct 06, 2025	SELL	$4.74 - $6.55 $21,799 - $30,123	-4,599 Reduced 19.76%	18,670 $103 Million
Q1 2024 Oct 06, 2025	BUY	$6.01 - $7.99 $139,846 - $185,919	23,269 New	23,269 $154 Million
Q4 2023 Dec 08, 2025	SELL	$7.39 - $8.98 $51,722 - $62,851	-6,999 Reduced 23.93%	22,243 $177 Million
Q3 2023 Dec 08, 2025	BUY	$8.4 - $12.8 $59,715 - $90,995	7,109 Added 32.12%	29,242 $255 Million

Q1 2023 Dec 08, 2025	BUY	$9.73 - $13.3 $215,354 - $294,368	22,133 New	22,133 $277 Million

Others Institutions Holding NXDT

# of Institutions

126

Shares Held

23.8M

Call Options Held

28.9K

Put Options Held

0

Highland Capital Management Fund Advisors, L.P. Dallas, TX

4.91M
Shares

$13.9 Million
1.78% of portfolio
Vanguard Group Inc Valley Forge, PA

3.55M
Shares

$10 Million
0.0% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$8.62 Million
0.0% of portfolio
Black Rock Inc. New York, NY

2.43M
Shares

$6.88 Million
0.0% of portfolio
Geode Capital Management, LLC Boston, MA

1.03M
Shares

$2.9 Million
0.0% 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...

More about NXDT

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