Copley Financial Group, Inc.
Position in NXDT — Nexpoint Diversified Real Estate Trust
CIK 2045258
SAN DIEGO, CA
Position in NXDT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$55,304
+$6,596 QoQ
Shares Held
10,656
+2.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#73
of 124 holders
Holding Since
Mar 2026
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 Jun 30, 2026Copley Financial Group, Inc. holds $55,304 across 1 REIT - Diversified name. NXDT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXDT |
Nexpoint Diversified Real Estate Trust
This page
|
10,656 | $55,304 |
All Filings in NXDT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,304 | 10,656 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $48,708 | 10,430 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||