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BOK Financial Private Wealth’s NexPoint Residential Trust NXRT Stock Holding History

BOK Financial Private Wealth’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
2024
Q1 		– Sell
-45
Closed -$1.55K – 523
2023
Q4 		$1.55K Buy
+45
New +$1.41K ﹤0.01% 487

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 $3.38T AUM 44.17% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 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
DG
DigitalBridge Group Boca Raton, Florida $1.67B AUM 71.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BOK Financial Private Wealth's NXRT Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of NexPoint Residential Trust (NXRT) in Q1 2024, closing a stake of 45 shares — an estimated $1.55K sold.

BOK Financial Private Wealth first reported a position in NXRT in Q4 2023 and held it in 1 quarter. The position peaked at $1.55K in Q4 2023. 205 funds tracked by Wall St. Rank hold NXRT as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining NexPoint Residential Trust position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 45 NexPoint Residential Trust shares in Q1 2024, an estimated $1.55K.
  • BOK Financial Private Wealth first reported a position in NexPoint Residential Trust in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's NexPoint Residential Trust position peaked at $1.55K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.