Plante Moran Financial Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223 Buy
+8
New +$223 ﹤0.01% 1427
2019
Q4
Sell
-600
Closed -$28K 854
2019
Q3
$28K Hold
600
0.01% 429
2019
Q2
$25K Sell
600
-400
-40% -$15.6K 0.01% 447
2019
Q1
$38K Hold
1,000
0.01% 388
2018
Q4
$35K Hold
1,000
0.01% 359
2018
Q3
$33K Buy
+1,000
New +$30.9K 0.01% 371

Other funds holding NXRT

Plante Moran Financial Advisors's NXRT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in NexPoint Residential Trust (NXRT) in Q2 2026: 8 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in NXRT as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in NXRT in Q3 2018 and has held it in 6 quarters since. The position peaked at $38K in Q1 2019. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

  • Plante Moran Financial Advisors held 8 shares of NexPoint Residential Trust worth $223 as of Q2 2026.
  • NexPoint Residential Trust was a new Plante Moran Financial Advisors position in Q2 2026.
  • NexPoint Residential Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1427 holding.
  • Plante Moran Financial Advisors first reported a position in NexPoint Residential Trust in Q3 2018 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's NexPoint Residential Trust position peaked at $38K in Q1 2019.
  • 231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.