Financial Gravity Companies, Inc.
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 1377167
Lakeway, TX
Position in NXDT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,622
+$953 QoQ
Shares Held
698
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 125 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NXDT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $1,003,291 across 3 REIT - Diversified names. NXDT ranks #3 (0.4% of the industry book) .
All Filings in NXDT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,622 | 698 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $2,669 | 637 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||