Creative Planning
NXRT

Creative Planning’s NexPoint Residential Trust NXRT Stock Holding History

Creative 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
2025
Q4 		– Sell
-9,663
Closed -$311K – 4046
2025
Q3 		$311K Buy
9,663
+181
+2% +$5.96K ﹤0.01% 3109
2025
Q2 		$316K Sell
9,482
-911
-9% -$32.3K ﹤0.01% 2854
2025
Q1 		$411K Sell
10,393
-723
-7% -$28.6K ﹤0.01% 2477
2024
Q4 		$464K Sell
11,116
-669
-6% -$29.6K ﹤0.01% 2298
2024
Q3 		$519K Buy
11,785
+341
+3% +$14.9K ﹤0.01% 2075
2024
Q2 		$452K Buy
+11,444
New +$402K ﹤0.01% 2019
2024
Q1 		– Sell
-8,561
Closed -$295K – 2982
2023
Q4 		$295K Buy
+8,561
New +$267K ﹤0.01% 2097
2017
Q3 		– Sell
-1,450
Closed -$36K – 3112
2017
Q2 		$36K Buy
1,450
+3
+0.2% +$75 ﹤0.01% 2782
2017
Q1 		$35K Sell
1,447
-173
-11% -$4.04K ﹤0.01% 2725
2016
Q4 		$36K Buy
1,620
+16
+1% +$314 ﹤0.01% 2655
2016
Q3 		$32K Sell
1,604
-389
-20% -$7.76K ﹤0.01% 2697
2016
Q2 		$36K Buy
1,993
+86
+5% +$1.27K ﹤0.01% 2375
2016
Q1 		$25K Sell
1,907
-368
-16% -$4.46K ﹤0.01% 2602
2015
Q4 		$30K Buy
2,275
+703
+45% +$9.22K ﹤0.01% 2535
2015
Q3 		$21K Buy
+1,572
New +$20.7K ﹤0.01% 2692

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
SCGM
Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's NXRT Position: Q4 2025 in Review

Creative Planning sold out of NexPoint Residential Trust (NXRT) in Q4 2025, closing a stake of 9,663 shares — an estimated $311K sold.

Creative Planning first reported a position in NXRT in Q3 2015 and held it in 15 quarters. The position peaked at $519K in Q3 2024. 212 funds tracked by Wall St. Rank hold NXRT as of Q4 2025.

  • Creative Planning reported no remaining NexPoint Residential Trust position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 9,663 NexPoint Residential Trust shares in Q4 2025, an estimated $311K.
  • Creative Planning first reported a position in NexPoint Residential Trust in Q3 2015 and held it in 15 quarters.
  • Creative Planning's NexPoint Residential Trust position peaked at $519K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.