Cornerstone Planning Group
NXDT icon

Cornerstone Planning Group’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Cornerstone Planning Group’s Portfolio NXDT Stock Details NXDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2
Closed -$11 – 1186
2026
Q2 		$11 Hold
2
– – ﹤0.01% 1862
2026
Q1 		$11 Hold
2
– – ﹤0.01% 1813
2025
Q4 		$9 Sell
2
-304
-99% -$998 ﹤0.01% 1696
2025
Q3 		$9.37K Buy
306
+304
+15,200% +$1.29K ﹤0.01% 796
2025
Q2 		$9 Hold
2
– – ﹤0.01% 1517
2025
Q1 		$7 Hold
2
– – ﹤0.01% 1539
2024
Q4 		$11 Hold
2
– – ﹤0.01% 1385
2024
Q3 		$11 Hold
2
– – ﹤0.01% 1285
2024
Q2 		$12 Sell
2
-91
-98% -$519 ﹤0.01% 1238
2024
Q1 		$571 Buy
+93
New +$618 ﹤0.01% 898

Other funds holding NXDT

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Cornerstone Planning Group's NXDT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q3 2026, closing a stake of 2 shares — an estimated $11 sold.

Cornerstone Planning Group first reported a position in NXDT in Q1 2024 and held it in 10 quarters. The position peaked at $9.37K in Q3 2025. 17 funds tracked by Wall St. Rank hold NXDT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining NexPoint Diversified Real Estate Trust position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 NexPoint Diversified Real Estate Trust shares in Q3 2026, an estimated $11.
  • Cornerstone Planning Group first reported a position in NexPoint Diversified Real Estate Trust in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's NexPoint Diversified Real Estate Trust position peaked at $9.37K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.