CPG
NXDT

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Planning Group's NXDT Position: Q2 2026 in Review

Cornerstone Planning Group held its NexPoint Diversified Real Estate Trust (NXDT) position steady in Q2 2026 at 2 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Cornerstone Planning Group first reported a position in NXDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.37K in Q3 2025. 55 funds tracked by Wall St. Rank hold NXDT as of Q2 2026.

  • Cornerstone Planning Group held 2 shares of NexPoint Diversified Real Estate Trust worth $11 as of Q2 2026.
  • Cornerstone Planning Group left its NexPoint Diversified Real Estate Trust share count unchanged in Q2 2026.
  • NexPoint Diversified Real Estate Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1862 holding.
  • Cornerstone Planning Group first reported a position in NexPoint Diversified Real Estate Trust in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's NexPoint Diversified Real Estate Trust position peaked at $9.37K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.