LWANC
NXRT

Laurel Wealth Advisors (North Carolina)’s NexPoint Residential Trust NXRT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025
Q1 		– Sell
-22
Closed -$919 – 730
2024
Q4 		$919 Hold
22
– – ﹤0.01% 673
2024
Q3 		$969 Buy
+22
New +$959 ﹤0.01% 632

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
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
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

Laurel Wealth Advisors (North Carolina)'s NXRT Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of NexPoint Residential Trust (NXRT) in Q1 2025, closing a stake of 22 shares — an estimated $919 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in NXRT in Q3 2024 and held it in 2 quarters. The position peaked at $969 in Q3 2024. 232 funds tracked by Wall St. Rank hold NXRT as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining NexPoint Residential Trust position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 22 NexPoint Residential Trust shares in Q1 2025, an estimated $919.
  • Laurel Wealth Advisors (North Carolina) first reported a position in NexPoint Residential Trust in Q3 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s NexPoint Residential Trust position peaked at $969 in Q3 2024.
  • 232 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.