Pinnacle Wealth Planning Services, Inc.
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 1726752
MANSFIELD, OH
Position in NXDT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,010
+$1,192 QoQ
Shares Held
1,287
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $474,403 across 12 REIT - Diversified names. NXDT ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
2,203 | $149,715 | |
| 2 | FVR |
FrontView REIT, Inc.
|
6,823 | $105,551 | |
| 3 | GOOD |
Gladstone Commercial Corp
|
7,910 | $90,411 | |
| 4 | GNL |
Global Net Lease, Inc.
|
4,608 | $43,130 | |
| 5 | VICI |
Vici Properties Inc.
|
1,058 | $28,904 | |
| 6 | OLP |
One Liberty Properties Inc
|
1,041 | $22,339 | |
| 7 | JBGS |
JBG SMITH Properties
|
978 | $14,288 | |
| 8 | AAT |
American Assets Trust, Inc.
|
542 | $9,978 |
All Filings in NXDT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,010 | 1,287 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,818 | 1,258 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $166,375 | 26,620 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $144,786 | 26,182 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||