Rothschild Investment LLC’s NexPoint Residential Trust NXRT Stock Holding History

Rothschild Investment LLC’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	$4.66K	Buy	167 +81	+94%	+$2.26K	﹤0.01%	2313
2026 Q1	$2.15K	Buy	86 +76	+760%	+$2.18K	﹤0.01%	2528
2025 Q4	$301	Sell	10 -70	-88%	-$2.15K	﹤0.01%	3045
2025 Q3	$2.58K	Sell	80 -10	-11%	-$329	﹤0.01%	2072
2025 Q2	$3K	Buy	90 +45	+100%	+$1.59K	﹤0.01%	1789
2025 Q1	$1.78K	Buy	45 +20	+80%	+$791	﹤0.01%	1965
2024 Q4	$1.04K	Sell	25 -10	-29%	-$442	﹤0.01%	2193
2024 Q3	$1.54K	Buy	35 +15	+75%	+$654	﹤0.01%	1875
2024 Q2	$790	Buy	20 +15	+300%	+$527	﹤0.01%	1783
2024 Q1	$161	Buy	+5	New	+$155	﹤0.01%	1860

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's NXRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its NexPoint Residential Trust (NXRT) stake by 94% in Q2 2026, buying an estimated $2.26K and bringing the position to 167 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Rothschild Investment LLC first reported a position in NXRT in Q1 2024 and has held it in 10 quarters since. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Rothschild Investment LLC held 167 shares of NexPoint Residential Trust worth $4.66K as of Q2 2026.
Rothschild Investment LLC bought 81 NexPoint Residential Trust shares in Q2 2026, an estimated $2.26K.
NexPoint Residential Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2313 holding.
Rothschild Investment LLC first reported a position in NexPoint Residential Trust in Q1 2024 and has held it in 10 quarters since.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.