Gradient Investments’s NexPoint Residential Trust NXRT Stock Holding History

Gradient Investments’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
2022 Q1	–	Sell	-84	Closed	-$7K	–	1294
2021 Q4	$7K	Hold	84	–	–	﹤0.01%	875
2021 Q3	$5K	Hold	84	–	–	﹤0.01%	883
2021 Q2	$5K	Hold	84	–	–	﹤0.01%	881
2021 Q1	$4K	Buy	84 +1	+1%	+$43	﹤0.01%	921
2020 Q4	$4K	Hold	83	–	–	﹤0.01%	853
2020 Q3	$4K	Buy	+83	New	+$3.28K	﹤0.01%	859

Other funds holding NXRT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

NAM

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

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gradient Investments's NXRT Position: Q1 2022 in Review

Gradient Investments sold out of NexPoint Residential Trust (NXRT) in Q1 2022, closing a stake of 84 shares — an estimated $7K sold.

Gradient Investments first reported a position in NXRT in Q3 2020 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 235 funds tracked by Wall St. Rank hold NXRT as of Q1 2022.

Gradient Investments reported no remaining NexPoint Residential Trust position as of Q1 2022 after selling out during the quarter.
Gradient Investments sold 84 NexPoint Residential Trust shares in Q1 2022, an estimated $7K.
Gradient Investments first reported a position in NexPoint Residential Trust in Q3 2020 and held it in 6 quarters.
Gradient Investments's NexPoint Residential Trust position peaked at $7K in Q4 2021.
235 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.