SHP Wealth Management
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 1807060
PLYMOUTH, MA
Position in NXDT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$62
+$6 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 125 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026SHP Wealth Management holds $43,153 across 5 REIT - Diversified names. NXDT ranks #5 (0.1% of the industry book) .
All Filings in NXDT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62 | 12 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $56 | 12 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $45 | 12 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||