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	–	643
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 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 $4.34B AUM 17.52% 1-Year Est. Return

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

CBIZ Investment Advisory Services's NXRT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of NexPoint Residential Trust (NXRT) in Q1 2026, closing a stake of 547 shares — an estimated $16.5K sold.

CBIZ Investment Advisory Services first reported a position in NXRT in Q1 2024 and held it in 8 quarters. The position peaked at $23.3K in Q4 2024. 210 funds tracked by Wall St. Rank hold NXRT as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining NexPoint Residential Trust position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 547 NexPoint Residential Trust shares in Q1 2026, an estimated $16.5K.
CBIZ Investment Advisory Services first reported a position in NexPoint Residential Trust in Q1 2024 and held it in 8 quarters.
CBIZ Investment Advisory Services's NexPoint Residential Trust position peaked at $23.3K in Q4 2024.
210 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.