AWM
NXRT

Avior Wealth Management’s NexPoint Residential Trust NXRT Stock Holding History

Avior 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
2025
Q1 		– Sell
-96
Closed -$4.01K – 1811
2024
Q4 		$4.01K Hold
96
– – ﹤0.01% 1934
2024
Q3 		$4.22K Hold
96
– – ﹤0.01% 1832
2024
Q2 		$3.79K Sell
96
-4
-4% -$140 ﹤0.01% 1807
2024
Q1 		$3.22K Buy
100
+4
+4% +$124 ﹤0.01% 2185
2023
Q4 		$3.31K Hold
96
– – ﹤0.01% 1248
2023
Q3 		$3.09K Buy
+96
New +$3.78K ﹤0.01% 1328

Other funds holding NXRT

BlackRock
BlackRock New York $5.7T 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 $1.43B 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 $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return