PCS
NXRT

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
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $96.8M AUM 16.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return