Avion Wealth
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 1792704
THE WOODLANDS, TX
Position in NXDT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$7,345
+$1,459 QoQ
Shares Held
1,573
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Avion Wealth holds $474,536 across 6 REIT - Diversified names. NXDT ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
6,426 | $436,710 | |
| 2 | CTO |
CTO Realty Growth, Inc.
|
1,071 | $19,802 | |
| 3 | VICI |
Vici Properties Inc.
|
334 | $9,124 | |
| 4 | NXDT |
Nexpoint Diversified Real Estate Trust
This page
|
1,573 | $7,345 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
91 | $1,040 | |
| 6 | OLP |
One Liberty Properties Inc
|
24 | $515 |
All Filings in NXDT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,345 | 1,573 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,886 | 1,537 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||