NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in NXDT — Nexpoint Diversified Real Estate Trust

CIK 1109767 CEDAR RAPIDS, IA

Position in NXDT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$960,829

+$175,121 QoQ

Shares Held

185,131

+10.0% QoQ

Ownership

0.358%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

of 20 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $2,022,085 across 2 REIT - Diversified names. NXDT ranks #2 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VICI	Vici Properties Inc.	39,972	$1,061,256
2	NXDT	Nexpoint Diversified Real Estate Trust This page	185,131	$960,829

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,829	185,131	+10.0%	Shares	Sole	2026-07-23
2026-03-31	$785,708	168,246	+1.7%	Shares	Sole	2026-04-15
2025-12-31	$633,577	165,425	+37.4%	Shares	Sole	2026-01-26
2025-09-30	$444,364	120,424	-5.7%	Shares	Sole	2025-10-28
2025-06-30	$535,100	127,709	-46.1%	Shares	Sole	2025-08-11
2025-03-31	$907,687	236,994	+3.7%	Shares	Sole	2025-05-13
2024-12-31	$1,394,673	228,635	-32.8%	Shares	Sole	2025-01-30
2024-09-30	$2,127,987	340,478	+8.6%	Shares	Sole	2024-11-04
2024-06-30	$1,734,357	313,627	-1.1%	Shares	Sole	2024-07-29
2024-03-31	$2,092,411	317,032	+1.4%	Shares	Sole	2024-04-23
2023-12-31	$2,486,235	312,734	-5.0%	Shares	Sole	2024-02-09
2023-09-30	$2,868,142	329,293	-2.6%	Shares	Sole	2023-11-14
2023-06-30	$4,234,589	338,226	-2.0%	Shares	Sole	2023-08-14
2023-03-31	$3,583,912	345,271	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$3,859,838	344,321	+16.7%	Shares	Sole	2023-02-07
2022-09-30	$3,702,011	294,981	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$4,799,925	291,081	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$4,571,679	288,981	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.