LFA
NXRT

LGT Financial Advisors’s NexPoint Residential Trust NXRT Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-114
Closed -$4.76K – 592
2024
Q4 		$4.76K Hold
114
– – 0.01% 559
2024
Q3 		$5.02K Hold
114
– – 0.01% 532
2024
Q2 		$4.5K Hold
114
– – 0.01% 614
2024
Q1 		$3.67K Sell
114
-102
-47% -$3.17K ﹤0.01% 670
2023
Q4 		$7.44K Buy
216
+102
+89% +$3.19K 0.01% 551
2023
Q3 		$3.67K Buy
+114
New +$4.49K ﹤0.01% 687

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

LGT Financial Advisors's NXRT Position: Q1 2025 in Review

LGT Financial Advisors sold out of NexPoint Residential Trust (NXRT) in Q1 2025, closing a stake of 114 shares — an estimated $4.76K sold.

LGT Financial Advisors first reported a position in NXRT in Q3 2023 and held it in 6 quarters. The position peaked at $7.44K in Q4 2023. 232 funds tracked by Wall St. Rank hold NXRT as of Q1 2025.

  • LGT Financial Advisors reported no remaining NexPoint Residential Trust position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 114 NexPoint Residential Trust shares in Q1 2025, an estimated $4.76K.
  • LGT Financial Advisors first reported a position in NexPoint Residential Trust in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's NexPoint Residential Trust position peaked at $7.44K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.