Carson Wealth (CWM LLC)
NXRT

Carson Wealth (CWM LLC)’s NexPoint Residential Trust NXRT Stock Holding History

Carson Wealth (CWM LLC)’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 		$122K Buy
4,878
+1,469
+43% +$42.1K ﹤0.01% 3098
2025
Q4 		$103K Sell
3,409
-239
-7% -$7.33K ﹤0.01% 3039
2025
Q3 		$118K Buy
3,648
+2,457
+206% +$80.9K ﹤0.01% 2849
2025
Q2 		$40K Buy
1,191
+171
+17% +$6.05K ﹤0.01% 3449
2025
Q1 		$40K Sell
1,020
-160
-14% -$6.33K ﹤0.01% 3172
2024
Q4 		$49K Buy
1,180
+455
+63% +$20.1K ﹤0.01% 2820
2024
Q3 		$32K Buy
725
+121
+20% +$5.28K ﹤0.01% 3054
2024
Q2 		$24K Buy
604
+20
+3% +$702 ﹤0.01% 2997
2024
Q1 		$19K Buy
584
+57
+11% +$1.77K ﹤0.01% 2948
2023
Q4 		$18K Buy
527
+47
+10% +$1.47K ﹤0.01% 2848
2023
Q3 		$15K Buy
480
+428
+823% +$16.9K ﹤0.01% 2884
2023
Q2 		$2K Sell
52
-39
-43% -$1.68K ﹤0.01% 3827
2023
Q1 		$4K Sell
91
-19
-17% -$875 ﹤0.01% 3407
2022
Q4 		$5K Sell
110
-79
-42% -$3.53K ﹤0.01% 3203
2022
Q3 		$9K Buy
189
+136
+257% +$7.84K ﹤0.01% 2763
2022
Q2 		$3K Sell
53
-17
-24% -$1.29K ﹤0.01% 3219
2022
Q1 		$6K Buy
+70
New +$5.83K ﹤0.01% 2769

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
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
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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NXRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NexPoint Residential Trust (NXRT) stake by 43% in Q1 2026, buying an estimated $42.1K and bringing the position to 4,878 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Carson Wealth (CWM LLC) first reported a position in NXRT in Q1 2022 and has held it in 17 quarters since. 210 funds tracked by Wall St. Rank hold NXRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,878 shares of NexPoint Residential Trust worth $122K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,469 NexPoint Residential Trust shares in Q1 2026, an estimated $42.1K.
  • NexPoint Residential Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3098 holding.
  • Carson Wealth (CWM LLC) first reported a position in NexPoint Residential Trust in Q1 2022 and has held it in 17 quarters since.
  • 210 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.