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
Q2 		$32.7K Buy
1,172
+571
+95% +$15.9K ﹤0.01% 2828
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's NXRT Position: Q2 2026 in Review

Allworth Financial increased its NexPoint Residential Trust (NXRT) stake by 95% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,172 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Allworth Financial first reported a position in NXRT in Q3 2022 and has held it in 16 quarters since. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

  • Allworth Financial held 1,172 shares of NexPoint Residential Trust worth $32.7K as of Q2 2026.
  • Allworth Financial bought 571 NexPoint Residential Trust shares in Q2 2026, an estimated $15.9K.
  • NexPoint Residential Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2828 holding.
  • Allworth Financial first reported a position in NexPoint Residential Trust in Q3 2022 and has held it in 16 quarters since.
  • 231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.