Financial Gravity Asset Management, Inc.
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 1741736
Lakeway, TX
Position in NXDT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,194
+$632 QoQ
Shares Held
684
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $966,266 across 3 REIT - Diversified names. NXDT ranks #3 (0.3% of the industry book) .
All Filings in NXDT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,194 | 684 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,562 | 669 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,409 | 653 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $2,378 | 621 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||