Pinnacle Wealth Planning Services’s NexPoint Residential Trust NXRT Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	$24K	Buy	860 +450	+110%	+$12.5K	﹤0.01%	1699
2026 Q1	$10.3K	Sell	410 -253	-38%	-$7.25K	﹤0.01%	1988
2025 Q4	$20K	Buy	+663	New	+$20.3K	﹤0.01%	1713
2021 Q1	–	Sell	-102	Closed	-$5K	–	1426
2020 Q4	$5K	Buy	+102	New	+$4.46K	﹤0.01%	1672

Other funds holding NXRT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCGM

Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's NXRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its NexPoint Residential Trust (NXRT) stake by 110% in Q2 2026, buying an estimated $12.5K and bringing the position to 860 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Pinnacle Wealth Planning Services first reported a position in NXRT in Q4 2020 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Pinnacle Wealth Planning Services held 860 shares of NexPoint Residential Trust worth $24K as of Q2 2026.
Pinnacle Wealth Planning Services bought 450 NexPoint Residential Trust shares in Q2 2026, an estimated $12.5K.
NexPoint Residential Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1699 holding.
Pinnacle Wealth Planning Services first reported a position in NexPoint Residential Trust in Q4 2020 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.