JPLA
NXRT

Joseph P. Lucia & Associates’s NexPoint Residential Trust NXRT Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-1,000
Closed -$63K – 334
2022
Q2 		$63K Hold
1,000
– – 0.04% 167
2022
Q1 		$90K Buy
+1,000
New +$83.3K 0.05% 154

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Joseph P. Lucia & Associates's NXRT Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of NexPoint Residential Trust (NXRT) in Q3 2022, closing a stake of 1,000 shares — an estimated $63K sold.

Joseph P. Lucia & Associates first reported a position in NXRT in Q1 2022 and held it in 2 quarters. The position peaked at $90K in Q1 2022. 210 funds tracked by Wall St. Rank hold NXRT as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining NexPoint Residential Trust position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,000 NexPoint Residential Trust shares in Q3 2022, an estimated $63K.
  • Joseph P. Lucia & Associates first reported a position in NexPoint Residential Trust in Q1 2022 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's NexPoint Residential Trust position peaked at $90K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.