CFFP
NXRT

Center for Financial Planning’s NexPoint Residential Trust NXRT Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-35
Closed -$2K – 628
2022
Q3 		$2K Buy
+35
New +$2.02K ﹤0.01% 542

Other funds holding NXRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Center for Financial Planning's NXRT Position: Q4 2022 in Review

Center for Financial Planning sold out of NexPoint Residential Trust (NXRT) in Q4 2022, closing a stake of 35 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in NXRT in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 192 funds tracked by Wall St. Rank hold NXRT as of Q4 2022.

  • Center for Financial Planning reported no remaining NexPoint Residential Trust position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 35 NexPoint Residential Trust shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in NexPoint Residential Trust in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's NexPoint Residential Trust position peaked at $2K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.