Legacy Wealth Managment, LLC/ID
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 2045082
BOISE, ID
Position in NXDT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$334,282
+$66,005 QoQ
Shares Held
64,409
+12.1% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#32
of 124 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NXDT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $334,282 across 1 REIT - Diversified name. NXDT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXDT |
Nexpoint Diversified Real Estate Trust
This page
|
64,409 | $334,282 |
All Filings in NXDT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,282 | 64,409 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $268,277 | 57,447 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $294,736 | 76,955 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $322,899 | 87,507 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $343,596 | 82,004 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $316,805 | 82,717 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $544,650 | 89,287 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $619,199 | 99,072 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||