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NXRT

Belpointe Asset Management’s NexPoint Residential Trust NXRT Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-40
Closed -$1.75K – 2412
2023
Q1 		$1.75K Buy
40
+10
+33% +$460 ﹤0.01% 3336
2022
Q4 		$1.31K Buy
+30
New +$1.34K ﹤0.01% 3381

Other funds holding NXRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Belpointe Asset Management's NXRT Position: Q2 2023 in Review

Belpointe Asset Management sold out of NexPoint Residential Trust (NXRT) in Q2 2023, closing a stake of 40 shares — an estimated $1.75K sold.

Belpointe Asset Management first reported a position in NXRT in Q4 2022 and held it in 2 quarters. The position peaked at $1.75K in Q1 2023. 186 funds tracked by Wall St. Rank hold NXRT as of Q2 2023.

  • Belpointe Asset Management reported no remaining NexPoint Residential Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 40 NexPoint Residential Trust shares in Q2 2023, an estimated $1.75K.
  • Belpointe Asset Management first reported a position in NexPoint Residential Trust in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's NexPoint Residential Trust position peaked at $1.75K in Q1 2023.
  • 186 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.