Next Financial Group’s NexPoint Residential Trust NXRT Stock Holding History

Next Financial Group’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
2021 Q4	$6K	Buy	73 +28	+62%	+$2.07K	﹤0.01%	2373
2021 Q3	$3K	Hold	45	–	–	﹤0.01%	2393
2021 Q2	$2K	Hold	45	–	–	﹤0.01%	2433
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	2323
2020 Q4	$2K	Buy	+45	New	+$1.97K	﹤0.01%	2201
2017 Q1	–	Sell	-333	Closed	-$7K	–	2160
2016 Q4	$7K	Sell	333 -16	-5%	-$314	﹤0.01%	1816
2016 Q3	$7K	Buy	349 +333	+2,081%	+$6.64K	﹤0.01%	1813
2016 Q2	$0	Buy	+16	New	+$236	﹤0.01%	1821

Other funds holding NXRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Next Financial Group's NXRT Position: Q4 2021 in Review

Next Financial Group increased its NexPoint Residential Trust (NXRT) stake by 62% in Q4 2021, buying an estimated $2.07K and bringing the position to 73 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Next Financial Group first reported a position in NXRT in Q2 2016 and has held it in 8 quarters since. The position peaked at $7K in Q4 2016. 224 funds tracked by Wall St. Rank hold NXRT as of Q4 2021.

Next Financial Group held 73 shares of NexPoint Residential Trust worth $6K as of Q4 2021.
Next Financial Group bought 28 NexPoint Residential Trust shares in Q4 2021, an estimated $2.07K.
NexPoint Residential Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2373 holding.
Next Financial Group first reported a position in NexPoint Residential Trust in Q2 2016 and has held it in 8 quarters since.
Next Financial Group's NexPoint Residential Trust position peaked at $7K in Q4 2016.
224 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.