BFG
NXRT

Berger Financial Group’s NexPoint Residential Trust NXRT Stock Holding History

Berger Financial Group’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
2022
Q2 		– Sell
-2,950
Closed -$266K – 269
2022
Q1 		$266K Sell
2,950
-40
-1% -$3.33K 0.03% 225
2021
Q4 		$251K Buy
+2,990
New +$221K 0.03% 229

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Berger Financial Group's NXRT Position: Q2 2022 in Review

Berger Financial Group sold out of NexPoint Residential Trust (NXRT) in Q2 2022, closing a stake of 2,950 shares — an estimated $266K sold.

Berger Financial Group first reported a position in NXRT in Q4 2021 and held it in 2 quarters. The position peaked at $266K in Q1 2022. 230 funds tracked by Wall St. Rank hold NXRT as of Q2 2022.

  • Berger Financial Group reported no remaining NexPoint Residential Trust position as of Q2 2022 after selling out during the quarter.
  • Berger Financial Group sold 2,950 NexPoint Residential Trust shares in Q2 2022, an estimated $266K.
  • Berger Financial Group first reported a position in NexPoint Residential Trust in Q4 2021 and held it in 2 quarters.
  • Berger Financial Group's NexPoint Residential Trust position peaked at $266K in Q1 2022.
  • 230 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.