FIM
NXRT

Fernwood Investment Management’s NexPoint Residential Trust NXRT Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-331
Closed -$10.7K – 536
2024
Q1 		$10.7K Buy
+331
New +$10.3K ﹤0.01% 560

Other funds holding NXRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's NXRT Position: Q2 2024 in Review

Fernwood Investment Management sold out of NexPoint Residential Trust (NXRT) in Q2 2024, closing a stake of 331 shares — an estimated $10.7K sold.

Fernwood Investment Management first reported a position in NXRT in Q1 2024 and held it in 1 quarter. The position peaked at $10.7K in Q1 2024. 206 funds tracked by Wall St. Rank hold NXRT as of Q2 2024.

  • Fernwood Investment Management reported no remaining NexPoint Residential Trust position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 331 NexPoint Residential Trust shares in Q2 2024, an estimated $10.7K.
  • Fernwood Investment Management first reported a position in NexPoint Residential Trust in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's NexPoint Residential Trust position peaked at $10.7K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.