Personal CFO Solutions’s NexPoint Residential Trust NXRT Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-5,080	Closed	-$201K	–	504
2025 Q1	$201K	Sell	5,080 -392	-7%	-$15.5K	0.04%	431
2024 Q4	$228K	Sell	5,472 -154	-3%	-$6.81K	0.05%	405
2024 Q3	$248K	Buy	5,626 +175	+3%	+$7.63K	0.03%	477
2024 Q2	$215K	Buy	+5,451	New	+$191K	0.03%	483
2023 Q3	–	Sell	-5,435	Closed	-$247K	–	488
2023 Q2	$247K	Buy	5,435 +62	+1%	+$2.67K	0.05%	378
2023 Q1	$235K	Buy	+5,373	New	+$247K	0.05%	395
2022 Q3	–	Sell	-3,481	Closed	-$218K	–	454
2022 Q2	$218K	Sell	3,481 -60	-2%	-$4.56K	0.05%	370
2022 Q1	$320K	Sell	3,541 -141	-4%	-$11.7K	0.06%	301
2021 Q4	$309K	Sell	3,682 -38	-1%	-$2.81K	0.06%	315
2021 Q3	$230K	Sell	3,720 -210	-5%	-$12.8K	0.05%	390
2021 Q2	$216K	Buy	+3,930	New	+$202K	0.04%	394

Other funds holding NXRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LIP

Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Personal CFO Solutions's NXRT Position: Q2 2025 in Review

Personal CFO Solutions sold out of NexPoint Residential Trust (NXRT) in Q2 2025, closing a stake of 5,080 shares — an estimated $201K sold.

Personal CFO Solutions first reported a position in NXRT in Q2 2021 and held it in 11 quarters. The position peaked at $320K in Q1 2022. 224 funds tracked by Wall St. Rank hold NXRT as of Q2 2025.

Personal CFO Solutions reported no remaining NexPoint Residential Trust position as of Q2 2025 after selling out during the quarter.
Personal CFO Solutions sold 5,080 NexPoint Residential Trust shares in Q2 2025, an estimated $201K.
Personal CFO Solutions first reported a position in NexPoint Residential Trust in Q2 2021 and held it in 11 quarters.
Personal CFO Solutions's NexPoint Residential Trust position peaked at $320K in Q1 2022.
224 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.