Abound Wealth Management’s NexPoint Residential Trust NXRT Stock Holding History

Abound Wealth Management’s Portfolio NXRT Stock Details NXRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112	Hold	4	–	–	﹤0.01%	1263
2026 Q1	$100	Hold	4	–	–	﹤0.01%	1415
2025 Q4	$121	Hold	4	–	–	﹤0.01%	1352
2025 Q3	$129	Hold	4	–	–	﹤0.01%	1263
2025 Q2	$134	Hold	4	–	–	﹤0.01%	1176
2025 Q1	$159	Sell	4 -1	-20%	-$40	﹤0.01%	1073
2024 Q4	$209	Hold	5	–	–	﹤0.01%	1045
2024 Q3	$221	Sell	5 -3	-38%	-$131	﹤0.01%	1105
2024 Q2	$317	Hold	8	–	–	﹤0.01%	969
2024 Q1	$258	Hold	8	–	–	﹤0.01%	1195
2023 Q4	$276	Hold	8	–	–	﹤0.01%	1201
2023 Q3	$258	Hold	8	–	–	﹤0.01%	1059
2023 Q2	$364	Buy	+8	New	+$345	﹤0.01%	973

Other funds holding NXRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCGM

Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's NXRT Position: Q2 2026 in Review

Abound Wealth Management held its NexPoint Residential Trust (NXRT) position steady in Q2 2026 at 4 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Abound Wealth Management first reported a position in NXRT in Q2 2023 and has held it in 13 quarters since. The position peaked at $364 in Q2 2023. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Abound Wealth Management held 4 shares of NexPoint Residential Trust worth $112 as of Q2 2026.
Abound Wealth Management left its NexPoint Residential Trust share count unchanged in Q2 2026.
NexPoint Residential Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1263 holding.
Abound Wealth Management first reported a position in NexPoint Residential Trust in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's NexPoint Residential Trust position peaked at $364 in Q2 2023.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.