Cornerstone Planning Group LLC
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 1822587
FAIRFIELD, NJ
Position in NXDT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10
+$1 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 125 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Planning Group LLC holds $42,701 across 8 REIT - Diversified names. NXDT ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OLP |
One Liberty Properties Inc
|
615 | $15,018 | |
| 2 | WPC |
W. P. Carey Inc.
|
201 | $14,371 | |
| 3 | GOOD |
Gladstone Commercial Corp
|
384 | $4,723 | |
| 4 | VICI |
Vici Properties Inc.
|
146 | $3,876 | |
| 5 | GNL |
Global Net Lease, Inc.
|
404 | $3,611 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
44 | $946 | |
| 7 | JBGS |
JBG SMITH Properties
|
10 | $146 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
This page
|
2 | $10 |
All Filings in NXDT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10 | 2 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9 | 2 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7 | 2 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,129 | 306 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8 | 2 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7 | 2 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12 | 2 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $12 | 2 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $11 | 2 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $613 | 93 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||