Position in NXDT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$24,917
+$2,469 QoQ
Shares Held
4,801
-0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 20 holders
Holding Since
Jun 2025
5 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, 2026IFP Advisors, Inc holds $503,001 across 14 REIT - Diversified names. NXDT ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
10,001 | $265,526 | |
| 2 | WPC |
W. P. Carey Inc.
|
1,596 | $114,114 | |
| 3 | NXDT |
Nexpoint Diversified Real Estate Trust
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|
4,801 | $24,917 | |
| 4 | AAT |
American Assets Trust, Inc.
|
686 | $16,937 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
799 | $16,515 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
992 | $12,201 | |
| 7 | SAFE |
Safehold Inc.
|
743 | $11,665 | |
| 8 | GNL |
Global Net Lease, Inc.
|
1,165 | $10,415 |
All Filings in NXDT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,917 | 4,801 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $22,448 | 4,807 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,181 | 4,486 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $62 | 17 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $71 | 17 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||