Colonial Trust Advisors
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 1567993
SPARTANBURG, SC
Position in NXDT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$160
+$16 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 125 holders
Holding Since
Dec 2024
7 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, 2026Colonial Trust Advisors holds $1,244,331 across 2 REIT - Diversified names. NXDT ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
17,401 | $1,244,171 | |
| 2 | NXDT |
Nexpoint Diversified Real Estate Trust
This page
|
31 | $160 |
All Filings in NXDT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160 | 31 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $144 | 31 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $118 | 31 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $114 | 31 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $129 | 31 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $118 | 31 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $189 | 31 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||