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

EverSource 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
2026 Q2	$8.79K	Buy	315 +62	+25%	+$1.73K	﹤0.01%	2976
2026 Q1	$6.33K	Buy	253 +48	+23%	+$1.38K	﹤0.01%	3157
2025 Q4	$6.17K	Sell	205 -44	-18%	-$1.35K	﹤0.01%	3033
2025 Q3	$8.02K	Buy	249 +143	+135%	+$4.71K	﹤0.01%	2940
2025 Q2	$3.53K	Sell	106 -16	-13%	-$566	﹤0.01%	3300
2025 Q1	$4.82K	Sell	122 -24	-16%	-$949	﹤0.01%	2514
2024 Q4	$6.1K	Buy	146 +25	+21%	+$1.11K	﹤0.01%	2254
2024 Q3	$5.33K	Hold	121	–	–	﹤0.01%	2200
2024 Q2	$5.29K	Buy	121 +13	+12%	+$457	﹤0.01%	2204
2024 Q1	$3.7K	Buy	108 +94	+671%	+$2.92K	﹤0.01%	2182
2023 Q4	$482	Sell	14 -42	-75%	-$1.31K	﹤0.01%	2532
2023 Q3	$1.8K	Buy	+56	New	+$2.21K	﹤0.01%	2038
2023 Q1	–	Sell	-43	Closed	-$1.87K	–	2484
2022 Q4	$1.87K	Buy	43 +20	+87%	+$894	﹤0.01%	1927
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	1858
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	1653
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	1554
2021 Q4	$2K	Buy	+23	New	+$1.7K	﹤0.01%	1589

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

EverSource Wealth Advisors's NXRT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NexPoint Residential Trust (NXRT) stake by 25% in Q2 2026, buying an estimated $1.73K and bringing the position to 315 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

EverSource Wealth Advisors first reported a position in NXRT in Q4 2021 and has held it in 17 quarters since. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

EverSource Wealth Advisors held 315 shares of NexPoint Residential Trust worth $8.79K as of Q2 2026.
EverSource Wealth Advisors bought 62 NexPoint Residential Trust shares in Q2 2026, an estimated $1.73K.
NexPoint Residential Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2976 holding.
EverSource Wealth Advisors first reported a position in NexPoint Residential Trust in Q4 2021 and has held it in 17 quarters since.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.