CBIZ Investment Advisory Services’s NexPoint Residential Trust NXRT Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-547	Closed	-$16.5K	–	645
2025 Q4	$16.5K	Sell	547 -1	-0.2%	-$31	﹤0.01%	296
2025 Q3	$17.7K	Sell	548 -5	-0.9%	-$165	﹤0.01%	263
2025 Q2	$18.4K	Buy	553 +4	+0.7%	+$142	﹤0.01%	275
2025 Q1	$21.7K	Sell	549 -9	-2%	-$356	﹤0.01%	219
2024 Q4	$23.3K	Buy	558 +156	+39%	+$6.9K	﹤0.01%	201
2024 Q3	$17.7K	Buy	402 +27	+7%	+$1.18K	﹤0.01%	210
2024 Q2	$14.8K	Sell	375 -4	-1%	-$140	﹤0.01%	212
2024 Q1	$12.2K	Buy	+379	New	+$11.8K	﹤0.01%	241

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