Bellwether Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-43	Closed	-$1.43K	–	427
2025 Q2	$1.43K	Hold	43	–	–	﹤0.01%	519
2025 Q1	$1.7K	Hold	43	–	–	﹤0.01%	445
2024 Q4	$1.79K	Buy	+43	New	+$1.9K	﹤0.01%	450
2023 Q2	–	Sell	-7	Closed	-$305	–	322
2023 Q1	$305	Buy	+7	New	+$322	﹤0.01%	409

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

SCGM

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

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

Bellwether Advisors's NXRT Position: Q3 2025 in Review

Bellwether Advisors sold out of NexPoint Residential Trust (NXRT) in Q3 2025, closing a stake of 43 shares — an estimated $1.43K sold.

Bellwether Advisors first reported a position in NXRT in Q1 2023 and held it in 4 quarters. The position peaked at $1.79K in Q4 2024. 219 funds tracked by Wall St. Rank hold NXRT as of Q3 2025.

Bellwether Advisors reported no remaining NexPoint Residential Trust position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 43 NexPoint Residential Trust shares in Q3 2025, an estimated $1.43K.
Bellwether Advisors first reported a position in NexPoint Residential Trust in Q1 2023 and held it in 4 quarters.
Bellwether Advisors's NexPoint Residential Trust position peaked at $1.79K in Q4 2024.
219 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.