JPL Wealth Management, LLC
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 2010710
GREENWOOD VILLAGE, CO
Position in NXDT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 124 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $675,377 across 7 REIT - Diversified names. NXDT ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
|
32,358 | $668,839 | |
| 2 | VICI |
Vici Properties Inc.
|
161 | $4,273 | |
| 3 | AAT |
American Assets Trust, Inc.
|
79 | $1,950 | |
| 4 | GOOD |
Gladstone Commercial Corp
|
18 | $220 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
11 | $59 | |
| 6 | SAFE |
Safehold Inc.
|
2 | $31 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
This page
|
1 | $5 |
All Filings in NXDT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5 | 1 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||