Matthew Hamilton Rosenberg’s NexPoint Residential Trust NXRT Stock Holding History

Matthew Hamilton Rosenberg’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
2026 Q3	$800	Hold	41	–	–	﹤0.01%	786
2026 Q2	$1.15K	Hold	41	–	–	﹤0.01%	759
2026 Q1	$1.02K	Hold	41	–	–	﹤0.01%	759
2025 Q4	$1.23K	Hold	41	–	–	﹤0.01%	764
2025 Q3	$1.32K	Hold	41	–	–	﹤0.01%	765
2025 Q2	$1.37K	Hold	41	–	–	﹤0.01%	797
2025 Q1	$1.62K	Hold	41	–	–	﹤0.01%	773
2024 Q4	$1.71K	Hold	41	–	–	﹤0.01%	757
2024 Q3	$1.8K	Hold	41	–	–	﹤0.01%	751
2024 Q2	$1.61K	Hold	41	–	–	﹤0.01%	721
2024 Q1	$1.29K	Hold	41	–	–	﹤0.01%	766
2023 Q4	$1.41K	Hold	41	–	–	﹤0.01%	774
2023 Q3	$1.32K	Hold	41	–	–	﹤0.01%	772
2023 Q2	$1.86K	Hold	41	–	–	﹤0.01%	760
2023 Q1	$1.79K	Hold	41	–	–	﹤0.01%	796
2022 Q4	$1.78K	Hold	41	–	–	﹤0.01%	785
2022 Q3	$2K	Hold	41	–	–	﹤0.01%	777
2022 Q2	$3K	Hold	41	–	–	﹤0.01%	734
2022 Q1	$4K	Hold	41	–	–	﹤0.01%	687
2021 Q4	$3K	Hold	41	–	–	﹤0.01%	673
2021 Q3	$3K	Buy	+41	New	+$2.5K	﹤0.01%	656

Other funds holding NXRT

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Matthew Hamilton Rosenberg's NXRT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its NexPoint Residential Trust (NXRT) position steady in Q3 2026 at 41 shares worth $800. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Matthew Hamilton Rosenberg first reported a position in NXRT in Q3 2021 and has held it in 21 quarters since. The position peaked at $4K in Q1 2022. 9 funds tracked by Wall St. Rank hold NXRT as of Q3 2026.

Matthew Hamilton Rosenberg held 41 shares of NexPoint Residential Trust worth $800 as of Q3 2026.
Matthew Hamilton Rosenberg left its NexPoint Residential Trust share count unchanged in Q3 2026.
NexPoint Residential Trust made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #786 holding.
Matthew Hamilton Rosenberg first reported a position in NexPoint Residential Trust in Q3 2021 and has held it in 21 quarters since.
Matthew Hamilton Rosenberg's NexPoint Residential Trust position peaked at $4K in Q1 2022.
9 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.