Clearstead Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Clearstead Advisors’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	$699	Buy	+25	New	+$696	﹤0.01%	2826
2026 Q1	–	Sell	-1	Closed	-$31	–	2666
2025 Q4	$31	Sell	1 -5	-83%	-$153	﹤0.01%	2655
2025 Q3	$194	Buy	+6	New	+$198	﹤0.01%	2866
2021 Q3	–	Sell	-26	Closed	-$1K	–	1356
2021 Q2	$1K	Buy	+26	New	+$1.34K	﹤0.01%	1175

Other funds holding NXRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clearstead Advisors's NXRT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in NexPoint Residential Trust (NXRT) in Q2 2026: 25 shares worth $699. The stake represents ﹤0.01% of the portfolio and ranks #2826 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NXRT as recently as Q4 2025.

Clearstead Advisors first reported a position in NXRT in Q2 2021 and has held it in 4 quarters since. The position peaked at $1K in Q2 2021. 93 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Clearstead Advisors held 25 shares of NexPoint Residential Trust worth $699 as of Q2 2026.
NexPoint Residential Trust was a new Clearstead Advisors position in Q2 2026.
NexPoint Residential Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2826 holding.
Clearstead Advisors first reported a position in NexPoint Residential Trust in Q2 2021 and has held it in 4 quarters since.
Clearstead Advisors's NexPoint Residential Trust position peaked at $1K in Q2 2021.
93 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.