LPL Financial LLC
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 1403438
FORT MILL, SC
Position in NXDT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$56,399
+$776 QoQ
Shares Held
12,077
-16.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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, 2026LPL Financial LLC holds $99,935,866 across 10 REIT - Diversified names. NXDT ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
805,034 | $54,710,110 | |
| 2 | VICI |
Vici Properties Inc.
|
1,265,963 | $34,586,109 | |
| 3 | GNL |
Global Net Lease, Inc.
|
558,509 | $5,227,644 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
127,630 | $2,331,800 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
170,531 | $1,949,169 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
26,901 | $497,399 | |
| 7 | AAT |
American Assets Trust, Inc.
|
12,687 | $233,567 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
31,973 | $175,851 |
All Filings in NXDT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,399 | 12,077 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $55,623 | 14,523 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $80,074 | 13,127 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $89,068 | 14,251 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $77,126 | 13,947 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $89,298 | 13,530 | Shares | Sole | 2024-05-10 | |
| 2022-09-30 | $257,576 | 20,524 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $310,226 | 18,813 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $289,442 | 18,296 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $352,808 | 25,980 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,279,260 | 91,967 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,348,590 | 98,008 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $971,532 | 85,297 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $133,656 | 12,705 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $269,377 | 31,106 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $282,977 | 26,899 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $387,996 | 46,973 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||