Global Retirement Partners’s NexPoint Residential Trust NXRT Stock Holding History

Global Retirement Partners’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	$17.1K	Buy	+611	New	+$17K	﹤0.01%	3145
2025 Q4	$21K	Buy	+697	New	+$21.4K	﹤0.01%	2846
2023 Q1	–	Sell	-3	Closed	-$131	–	3301
2022 Q4	$131	Sell	3 -12	-80%	-$536	﹤0.01%	2962
2022 Q3	$1K	Sell	15 -15	-50%	-$864	﹤0.01%	2532
2022 Q2	$2K	Buy	+30	New	+$2.28K	﹤0.01%	2236

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 $3.38T AUM 44.17% 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 $4.34B AUM 17.52% 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

Global Retirement Partners's NXRT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NexPoint Residential Trust (NXRT) in Q2 2026: 611 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #3145 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NXRT as recently as Q4 2025.

Global Retirement Partners first reported a position in NXRT in Q2 2022 and has held it in 5 quarters since. The position peaked at $21K in Q4 2025. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Global Retirement Partners held 611 shares of NexPoint Residential Trust worth $17.1K as of Q2 2026.
NexPoint Residential Trust was a new Global Retirement Partners position in Q2 2026.
NexPoint Residential Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3145 holding.
Global Retirement Partners first reported a position in NexPoint Residential Trust in Q2 2022 and has held it in 5 quarters since.
Global Retirement Partners's NexPoint Residential Trust position peaked at $21K in Q4 2025.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.