AAS
NXRT

Avantax Advisory Services’s NexPoint Residential Trust NXRT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$298K Sell
8,943
-47
-0.5% -$1.66K ﹤0.01% 1913
2025
Q1 		$355K Sell
8,990
-1,246
-12% -$49.3K ﹤0.01% 1716
2024
Q4 		$427K Sell
10,236
-2,144
-17% -$94.9K ﹤0.01% 1550
2024
Q3 		$545K Buy
12,380
+2,200
+22% +$95.9K ﹤0.01% 1353
2024
Q2 		$402K Buy
+10,180
New +$358K ﹤0.01% 1507

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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $139M AUM 16.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's NXRT Position: Q2 2025 in Review

Avantax Advisory Services reduced its NexPoint Residential Trust (NXRT) stake by 0.52% in Q2 2025, selling an estimated $1.66K and leaving 8,943 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Avantax Advisory Services first reported a position in NXRT in Q2 2024 and has held it in 5 quarters since. The position peaked at $545K in Q3 2024. 224 funds tracked by Wall St. Rank hold NXRT as of Q2 2025.

  • Avantax Advisory Services held 8,943 shares of NexPoint Residential Trust worth $298K as of Q2 2025.
  • Avantax Advisory Services sold 47 NexPoint Residential Trust shares in Q2 2025, an estimated $1.66K.
  • NexPoint Residential Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1913 holding.
  • Avantax Advisory Services first reported a position in NexPoint Residential Trust in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's NexPoint Residential Trust position peaked at $545K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.