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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

NXDT holding history

Nexpoint Diversified Real Estate Trust in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NXDT overviewAll 13F holders of NXDTFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$11
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of NXDT by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$11<0.1%00.0%UnchangedHolders
Q1 20262$11<0.1%00.0%UnchangedHolders
Q4 20252$9<0.1%−304−99.3%ReducedHolders
Q3 2025306––+304+15,200.0%AddedHolders
Q2 20252$9<0.1%00.0%UnchangedHolders
Q1 20252$7<0.1%00.0%UnchangedHolders
Q4 20242$11<0.1%00.0%UnchangedHolders
Q3 20242$11<0.1%00.0%UnchangedHolders
Q2 20242$12<0.1%−91−97.8%ReducedHolders
Q1 202493$571<0.1%+93NewHolders