PMA
NXRT

Prudent Man Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Prudent Man Advisors’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
2023
Q2 		– Sell
-5,446
Closed -$238K – 213
2023
Q1 		$238K Hold
5,446
– – 0.09% 157
2022
Q4 		$237K Buy
5,446
+526
+11% +$23.5K 0.1% 166
2022
Q3 		$227K Buy
4,920
+843
+21% +$48.6K 0.11% 145
2022
Q2 		$255K Sell
4,077
-198
-5% -$15.1K 0.12% 130
2022
Q1 		$386K Sell
4,275
-755
-15% -$62.9K 0.16% 115
2021
Q4 		$422K Sell
5,030
-1,083
-18% -$80K 0.16% 112
2021
Q3 		$378K Sell
6,113
-17
-0.3% -$1.03K 0.14% 118
2021
Q2 		$337K Hold
6,130
– – 0.13% 130
2021
Q1 		$283K Sell
6,130
-140
-2% -$6K 0.12% 146
2020
Q4 		$265K Sell
6,270
-803
-11% -$35.1K 0.11% 137
2020
Q3 		$314K Buy
7,073
+305
+5% +$12.1K 0.17% 111
2020
Q2 		$239K Buy
+6,768
New +$209K 0.21% 123

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return