CWA
NXRT

CM Wealth Advisors’s NexPoint Residential Trust NXRT Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-8,699
Closed -$362K – 343
2023
Q1 		$362K Buy
+8,699
New +$401K 0.07% 298

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CM Wealth Advisors's NXRT Position: Q2 2023 in Review

CM Wealth Advisors sold out of NexPoint Residential Trust (NXRT) in Q2 2023, closing a stake of 8,699 shares — an estimated $362K sold.

CM Wealth Advisors first reported a position in NXRT in Q1 2023 and held it in 1 quarter. The position peaked at $362K in Q1 2023. 186 funds tracked by Wall St. Rank hold NXRT as of Q2 2023.

  • CM Wealth Advisors reported no remaining NexPoint Residential Trust position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 8,699 NexPoint Residential Trust shares in Q2 2023, an estimated $362K.
  • CM Wealth Advisors first reported a position in NexPoint Residential Trust in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's NexPoint Residential Trust position peaked at $362K in Q1 2023.
  • 186 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.