Cornerstone Planning Group’s NexPoint Residential Trust NXRT Stock Holding History

Cornerstone Planning Group’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	$8.79K	Buy	337 +5	+2%	+$139	﹤0.01%	930
2026 Q1	$9.77K	Buy	332 +26	+8%	+$746	﹤0.01%	895
2025 Q4	$9.05K	Buy	306 +182	+147%	+$5.58K	﹤0.01%	826
2025 Q3	$24.2K	Buy	+124	New	+$4.08K	﹤0.01%	517
2025 Q2	–	Sell	-105	Closed	-$3.87K	–	1643
2025 Q1	$3.87K	Buy	+105	New	+$4.15K	﹤0.01%	804
2023 Q3	–	Sell	-71	Closed	-$3.23K	–	1282
2023 Q2	$3.23K	Buy	+71	New	+$3.06K	﹤0.01%	1041
2022 Q4	$3.18K	Buy	+71	New	+$3.17K	﹤0.01%	1064

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Cornerstone Planning Group's NXRT Position: Q2 2026 in Review

Cornerstone Planning Group increased its NexPoint Residential Trust (NXRT) stake by 1.5% in Q2 2026, buying an estimated $139 and bringing the position to 337 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Cornerstone Planning Group first reported a position in NXRT in Q4 2022 and has held it in 7 quarters since. The position peaked at $24.2K in Q3 2025. 102 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Cornerstone Planning Group held 337 shares of NexPoint Residential Trust worth $8.79K as of Q2 2026.
Cornerstone Planning Group bought 5 NexPoint Residential Trust shares in Q2 2026, an estimated $139.
NexPoint Residential Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #930 holding.
Cornerstone Planning Group first reported a position in NexPoint Residential Trust in Q4 2022 and has held it in 7 quarters since.
Cornerstone Planning Group's NexPoint Residential Trust position peaked at $24.2K in Q3 2025.
102 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.