Private Wealth Management Group’s NexPoint Residential Trust NXRT Stock Holding History

Private Wealth Management 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
2026 Q2	$1.01K	Hold	36	–	–	﹤0.01%	1307
2026 Q1	$900	Hold	36	–	–	﹤0.01%	1271
2025 Q4	$1.08K	Hold	36	–	–	﹤0.01%	1249
2025 Q3	$1.16K	Hold	36	–	–	﹤0.01%	1248
2025 Q2	$1.2K	Hold	36	–	–	﹤0.01%	1218
2025 Q1	$1.42K	Hold	36	–	–	﹤0.01%	1173
2024 Q4	$1.5K	Sell	36 -36	-50%	-$1.59K	﹤0.01%	1196
2024 Q3	$3.17K	Hold	72	–	–	﹤0.01%	897
2024 Q2	$2.85K	Hold	72	–	–	﹤0.01%	928
2024 Q1	$2.32K	Hold	72	–	–	﹤0.01%	903
2023 Q4	$2.48K	Buy	+72	New	+$2.25K	﹤0.01%	887

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

Private Wealth Management Group's NXRT Position: Q2 2026 in Review

Private Wealth Management Group held its NexPoint Residential Trust (NXRT) position steady in Q2 2026 at 36 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Private Wealth Management Group first reported a position in NXRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.17K in Q3 2024. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Private Wealth Management Group held 36 shares of NexPoint Residential Trust worth $1.01K as of Q2 2026.
Private Wealth Management Group left its NexPoint Residential Trust share count unchanged in Q2 2026.
NexPoint Residential Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1307 holding.
Private Wealth Management Group first reported a position in NexPoint Residential Trust in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's NexPoint Residential Trust position peaked at $3.17K in Q3 2024.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.