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	–	1809
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SCGM

Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's NXRT Position: Q1 2025 in Review

Avior Wealth Management sold out of NexPoint Residential Trust (NXRT) in Q1 2025, closing a stake of 96 shares — an estimated $4.01K sold.

Avior Wealth Management first reported a position in NXRT in Q3 2023 and held it in 6 quarters. The position peaked at $4.22K in Q3 2024. 232 funds tracked by Wall St. Rank hold NXRT as of Q1 2025.

Avior Wealth Management reported no remaining NexPoint Residential Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 96 NexPoint Residential Trust shares in Q1 2025, an estimated $4.01K.
Avior Wealth Management first reported a position in NexPoint Residential Trust in Q3 2023 and held it in 6 quarters.
Avior Wealth Management's NexPoint Residential Trust position peaked at $4.22K in Q3 2024.
232 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.