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 Q2	$1K	Hold	36	–	–	﹤0.01%	854
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCGM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's NXRT Position: Q2 2026 in Review

Caldwell Sutter Capital held its NexPoint Residential Trust (NXRT) position steady in Q2 2026 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Caldwell Sutter Capital first reported a position in NXRT in Q2 2023 and has held it in 13 quarters since. The position peaked at $3K in Q2 2023. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Caldwell Sutter Capital held 36 shares of NexPoint Residential Trust worth $1K as of Q2 2026.
Caldwell Sutter Capital left its NexPoint Residential Trust share count unchanged in Q2 2026.
NexPoint Residential Trust made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #854 holding.
Caldwell Sutter Capital first reported a position in NexPoint Residential Trust in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's NexPoint Residential Trust position peaked at $3K in Q2 2023.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.