Integrated Wealth Concepts’s NexPoint Residential Trust NXRT Stock Holding History

Integrated Wealth Concepts’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	$50.8K	Buy	+1,821	New	+$50.7K	﹤0.01%	3350

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

Integrated Wealth Concepts's NXRT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NexPoint Residential Trust (NXRT) in Q2 2026: 1,821 shares worth $50.8K. The stake represents ﹤0.01% of the portfolio and ranks #3350 among its holdings.

231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Integrated Wealth Concepts held 1,821 shares of NexPoint Residential Trust worth $50.8K as of Q2 2026.
NexPoint Residential Trust was a new Integrated Wealth Concepts position in Q2 2026.
NexPoint Residential Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3350 holding.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.