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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return