CAL
NXRT

Capital Advisors Ltd’s NexPoint Residential Trust NXRT Stock Holding History

Capital Advisors Ltd’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 Buy
+18
New +$501 ﹤0.01% 1273
2026
Q1 		– Sell
-277
Closed -$8K – 1531
2025
Q4 		$8K Buy
+277
New +$8.49K ﹤0.01% 860

Other funds holding NXRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisors Ltd's NXRT Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in NexPoint Residential Trust (NXRT) in Q2 2026: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1273 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in NXRT as recently as Q4 2025.

Capital Advisors Ltd first reported a position in NXRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $8K in Q4 2025. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

  • Capital Advisors Ltd held 18 shares of NexPoint Residential Trust worth $1K as of Q2 2026.
  • NexPoint Residential Trust was a new Capital Advisors Ltd position in Q2 2026.
  • NexPoint Residential Trust made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1273 holding.
  • Capital Advisors Ltd first reported a position in NexPoint Residential Trust in Q4 2025 and has held it in 2 quarters since.
  • Capital Advisors Ltd's NexPoint Residential Trust position peaked at $8K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.