Legacy Wealth Managment, LLC/ID
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 2045082
BOISE, ID
Position in NXDT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$268,277
-$26,459 QoQ
Shares Held
57,447
-25.3% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Legacy Wealth Managment, LLC/ID holds $311,051 across 3 REIT - Diversified names. NXDT ranks #1 (86.2% of the industry book) .
All Filings in NXDT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||