IWM
NXRT

IHT Wealth Management’s NexPoint Residential Trust NXRT Stock Holding History

IHT Wealth 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
Q4 		– Sell
-5,304
Closed -$232K – 1167
2024
Q3 		$232K Buy
+5,304
New +$231K 0.01% 1029

Other funds holding NXRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IHT Wealth Management's NXRT Position: Q4 2024 in Review

IHT Wealth Management sold out of NexPoint Residential Trust (NXRT) in Q4 2024, closing a stake of 5,304 shares — an estimated $232K sold.

IHT Wealth Management first reported a position in NXRT in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 222 funds tracked by Wall St. Rank hold NXRT as of Q4 2024.

  • IHT Wealth Management reported no remaining NexPoint Residential Trust position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 5,304 NexPoint Residential Trust shares in Q4 2024, an estimated $232K.
  • IHT Wealth Management first reported a position in NexPoint Residential Trust in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's NexPoint Residential Trust position peaked at $232K in Q3 2024.
  • 222 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.