Caldwell Sutter Capital’s NexPoint Residential Trust NXRT Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$900	Hold	36	–	–	﹤0.01%	820
2025 Q4	$1.08K	Hold	36	–	–	﹤0.01%	802
2025 Q3	$1.16K	Hold	36	–	–	﹤0.01%	790
2025 Q2	$1.2K	Hold	36	–	–	﹤0.01%	768
2025 Q1	$1.42K	Hold	36	–	–	﹤0.01%	771
2024 Q4	$1.5K	Hold	36	–	–	﹤0.01%	779
2024 Q3	$1.58K	Hold	36	–	–	﹤0.01%	781
2024 Q2	$1.42K	Hold	36	–	–	﹤0.01%	795
2024 Q1	$1.16K	Sell	36 -30	-45%	-$933	﹤0.01%	809
2023 Q4	$2.27K	Hold	66	–	–	﹤0.01%	741
2023 Q3	$2.12K	Hold	66	–	–	﹤0.01%	726
2023 Q2	$3K	Buy	+66	New	+$2.85K	﹤0.01%	680

Other funds holding NXRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return