JMPWA
NXRT

JP Morgan Private Wealth Advisors’s NexPoint Residential Trust NXRT Stock Holding History

JP Morgan Private Wealth Advisors’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
-9,320
Closed -$583K – 1959
2022
Q2 		$583K Buy
9,320
+88
+1% +$6.69K ﹤0.01% 1397
2022
Q1 		$834K Buy
9,232
+36
+0.4% +$3K ﹤0.01% 1301
2021
Q4 		$771K Buy
9,196
+98
+1% +$7.24K ﹤0.01% 1371
2021
Q3 		$563K Sell
9,098
-309
-3% -$18.8K ﹤0.01% 1458
2021
Q2 		$517K Buy
9,407
+610
+7% +$31.4K ﹤0.01% 1468
2021
Q1 		$405K Buy
8,797
+193
+2% +$8.27K ﹤0.01% 1402
2020
Q4 		$364K Sell
8,604
-713
-8% -$31.2K ﹤0.01% 1418
2020
Q3 		$413K Sell
9,317
-3,562
-28% -$141K ﹤0.01% 1233
2020
Q2 		$455K Sell
12,879
-1,001
-7% -$31K ﹤0.01% 1144
2020
Q1 		$350K Buy
13,880
+352
+3% +$15.4K ﹤0.01% 1071
2019
Q4 		$609K Buy
13,528
+7,275
+116% +$343K ﹤0.01% 974
2019
Q3 		$292K Buy
6,253
+185
+3% +$8.28K ﹤0.01% 1206
2019
Q2 		$251K Sell
6,068
-491
-7% -$19.2K ﹤0.01% 1217
2019
Q1 		$251K Buy
+6,559
New +$241K ﹤0.01% 1289

Other funds holding NXRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return