AG
NXRT

Aperio Group’s NexPoint Residential Trust NXRT Stock Holding History

Aperio Group’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
2020
Q4 		$310K Buy
7,322
+1,423
+24% +$62.3K ﹤0.01% 2173
2020
Q3 		$262K Buy
+5,899
New +$233K ﹤0.01% 2127
2019
Q3 		– Sell
-2,188
Closed -$91K – 2610
2019
Q2 		$91K Buy
+2,188
New +$85.5K ﹤0.01% 2408

Other funds holding NXRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Aperio Group's NXRT Position: Q4 2020 in Review

Aperio Group increased its NexPoint Residential Trust (NXRT) stake by 24% in Q4 2020, buying an estimated $62.3K and bringing the position to 7,322 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Aperio Group first reported a position in NXRT in Q2 2019 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold NXRT as of Q4 2020.

  • Aperio Group held 7,322 shares of NexPoint Residential Trust worth $310K as of Q4 2020.
  • Aperio Group bought 1,423 NexPoint Residential Trust shares in Q4 2020, an estimated $62.3K.
  • NexPoint Residential Trust made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2173 holding.
  • Aperio Group first reported a position in NexPoint Residential Trust in Q2 2019 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.