AF
NXRT

Allworth Financial’s NexPoint Residential Trust NXRT Stock Holding History

Allworth Financial’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
Q1 		$15K Buy
601
+52
+9% +$1.49K ﹤0.01% 3197
2025
Q4 		$16.5K Buy
549
+27
+5% +$827 ﹤0.01% 2931
2025
Q3 		$16.8K Buy
522
+19
+4% +$626 ﹤0.01% 2816
2025
Q2 		$16.8K Sell
503
-35
-7% -$1.24K ﹤0.01% 2631
2025
Q1 		$19.7K Hold
538
– – ﹤0.01% 2087
2024
Q4 		$20.8K Hold
538
– – ﹤0.01% 2067
2024
Q3 		$23.7K Sell
538
-48
-8% -$2.09K ﹤0.01% 1809
2024
Q2 		$23.9K Buy
586
+83
+17% +$2.92K ﹤0.01% 1770
2024
Q1 		$16.2K Buy
503
+26
+5% +$808 ﹤0.01% 1888
2023
Q4 		$16.4K Buy
477
+448
+1,545% +$14K ﹤0.01% 1742
2023
Q3 		$934 Sell
29
-129
-82% -$5.08K ﹤0.01% 2873
2023
Q2 		$7.19K Buy
158
+130
+464% +$5.6K ﹤0.01% 1964
2023
Q1 		$1.22K Sell
28
-14
-33% -$645 ﹤0.01% 2601
2022
Q4 		$1.83K Sell
42
-202
-83% -$9.03K ﹤0.01% 2274
2022
Q3 		$11K Buy
+244
New +$14.1K ﹤0.01% 1625

Other funds holding NXRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAM
Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return