SOA Wealth Advisors’s NexPoint Residential Trust NXRT Stock Holding History

SOA Wealth 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
2026 Q2	$1.28K	Buy	46 +1	+2%	+$28	﹤0.01%	789
2026 Q1	$1.13K	Buy	45 +1	+2%	+$29	﹤0.01%	740
2025 Q4	$1.33K	Buy	44 +1	+2%	+$31	﹤0.01%	738
2025 Q3	$1.4K	Hold	43	–	–	﹤0.01%	750
2025 Q2	$1.43K	Buy	43 +1	+2%	+$35	﹤0.01%	734
2025 Q1	$1.67K	Hold	42	–	–	﹤0.01%	716
2024 Q4	$1.74K	Buy	42 +1	+2%	+$44	﹤0.01%	700
2024 Q3	$1.81K	Hold	41	–	–	﹤0.01%	678
2024 Q2	$1.61K	Buy	41 +1	+3%	+$35	﹤0.01%	694
2024 Q1	$1.29K	Buy	40 +1	+3%	+$31	﹤0.01%	745
2023 Q4	$1.35K	Hold	39	–	–	﹤0.01%	735
2023 Q3	$1.24K	Sell	39 -37	-49%	-$1.46K	﹤0.01%	750
2023 Q2	$3.48K	Hold	76	–	–	﹤0.01%	661
2023 Q1	$3.31K	Buy	76 +1	+1%	+$46	﹤0.01%	671
2022 Q4	$3.26K	Buy	75 +1	+1%	+$45	﹤0.01%	677
2022 Q3	$3K	Buy	74 +1	+1%	+$58	﹤0.01%	671
2022 Q2	$4K	Hold	73	–	–	﹤0.01%	619
2022 Q1	$6K	Hold	73	–	–	﹤0.01%	667
2021 Q4	$6K	Buy	73 +1	+1%	+$74	﹤0.01%	642
2021 Q3	$4K	Hold	72	–	–	﹤0.01%	717
2021 Q2	$3K	Buy	72 +1	+1%	+$51	﹤0.01%	730
2021 Q1	$3K	Hold	71	–	–	﹤0.01%	685
2020 Q4	$3K	Buy	+71	New	+$3.11K	﹤0.01%	670

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

SOA Wealth Advisors's NXRT Position: Q2 2026 in Review

SOA Wealth Advisors increased its NexPoint Residential Trust (NXRT) stake by 2.2% in Q2 2026, buying an estimated $28 and bringing the position to 46 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

SOA Wealth Advisors first reported a position in NXRT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6K in Q1 2022. 232 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

SOA Wealth Advisors held 46 shares of NexPoint Residential Trust worth $1.28K as of Q2 2026.
SOA Wealth Advisors bought 1 NexPoint Residential Trust share in Q2 2026, an estimated $28.
NexPoint Residential Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #789 holding.
SOA Wealth Advisors first reported a position in NexPoint Residential Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's NexPoint Residential Trust position peaked at $6K in Q1 2022.
232 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.