LWAM
NXRT

Legacy Wealth Asset Management’s NexPoint Residential Trust NXRT Stock Holding History

Legacy Wealth Asset 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
2022
Q3 		– Sell
-3,508
Closed -$219K – 347
2022
Q2 		$219K Buy
3,508
+74
+2% +$5.63K 0.09% 281
2022
Q1 		$310K Buy
3,434
+150
+5% +$12.5K 0.11% 251
2021
Q4 		$275K Buy
+3,284
New +$243K 0.09% 268

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

Legacy Wealth Asset Management's NXRT Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of NexPoint Residential Trust (NXRT) in Q3 2022, closing a stake of 3,508 shares — an estimated $219K sold.

Legacy Wealth Asset Management first reported a position in NXRT in Q4 2021 and held it in 3 quarters. The position peaked at $310K in Q1 2022. 210 funds tracked by Wall St. Rank hold NXRT as of Q3 2022.

  • Legacy Wealth Asset Management reported no remaining NexPoint Residential Trust position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,508 NexPoint Residential Trust shares in Q3 2022, an estimated $219K.
  • Legacy Wealth Asset Management first reported a position in NexPoint Residential Trust in Q4 2021 and held it in 3 quarters.
  • Legacy Wealth Asset Management's NexPoint Residential Trust position peaked at $310K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.