CSM Advisors’s NexPoint Residential Trust NXRT Stock Holding History

CSM 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	$4.97M	Buy	178,034 +30,842	+21%	+$859K	0.11%	226
2026 Q1	$3.68M	Buy	147,192 +14,654	+11%	+$420K	0.09%	252
2025 Q4	$3.99M	Sell	132,538 -35,885	-21%	-$1.1M	0.11%	213
2025 Q3	$5.43M	Buy	168,423 +20,227	+14%	+$666K	0.15%	154
2025 Q2	$4.94M	Buy	+148,196	New	+$5.25M	0.14%	176

Other funds holding NXRT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSM Advisors's NXRT Position: Q2 2026 in Review

CSM Advisors increased its NexPoint Residential Trust (NXRT) stake by 21% in Q2 2026, buying an estimated $859K and bringing the position to 178,034 shares worth $4.97M. The position accounts for 0.11% of the portfolio, ranked #226.

CSM Advisors first reported a position in NXRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.43M in Q3 2025. 232 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

CSM Advisors held 178,034 shares of NexPoint Residential Trust worth $4.97M as of Q2 2026.
CSM Advisors bought 30,842 NexPoint Residential Trust shares in Q2 2026, an estimated $859K.
NexPoint Residential Trust made up 0.11% of CSM Advisors's portfolio in Q2 2026, its #226 holding.
CSM Advisors first reported a position in NexPoint Residential Trust in Q2 2025 and has held it in 5 quarters since.
CSM Advisors's NexPoint Residential Trust position peaked at $5.43M in Q3 2025.
232 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.