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	–	211
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

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

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

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

Prudent Man Advisors's NXRT Position: Q2 2023 in Review

Prudent Man Advisors sold out of NexPoint Residential Trust (NXRT) in Q2 2023, closing a stake of 5,446 shares — an estimated $238K sold.

Prudent Man Advisors first reported a position in NXRT in Q2 2020 and held it in 12 quarters. The position peaked at $422K in Q4 2021. 186 funds tracked by Wall St. Rank hold NXRT as of Q2 2023.

Prudent Man Advisors reported no remaining NexPoint Residential Trust position as of Q2 2023 after selling out during the quarter.
Prudent Man Advisors sold 5,446 NexPoint Residential Trust shares in Q2 2023, an estimated $238K.
Prudent Man Advisors first reported a position in NexPoint Residential Trust in Q2 2020 and held it in 12 quarters.
Prudent Man Advisors's NexPoint Residential Trust position peaked at $422K in Q4 2021.
186 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2023.

Based on Prudent Man Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.