SFS
NXRT

Sowell Financial Services’s NexPoint Residential Trust NXRT Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-18
Closed -$1K – 2004
2021
Q1 		$1K Buy
+18
New +$771 ﹤0.01% 2987
2020
Q4 		– Sell
-16,721
Closed -$742K – 2810
2020
Q3 		$742K Buy
16,721
+9,348
+127% +$370K 0.04% 369
2020
Q2 		$261K Sell
7,373
-1,182
-14% -$36.6K 0.01% 636
2020
Q1 		$216K Buy
8,555
+329
+4% +$14.4K 0.02% 627
2019
Q4 		$370K Buy
+8,226
New +$387K 0.03% 534

Other funds holding NXRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Sowell Financial Services's NXRT Position: Q2 2021 in Review

Sowell Financial Services sold out of NexPoint Residential Trust (NXRT) in Q2 2021, closing a stake of 18 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in NXRT in Q4 2019 and held it in 5 quarters. The position peaked at $742K in Q3 2020. 194 funds tracked by Wall St. Rank hold NXRT as of Q2 2021.

  • Sowell Financial Services reported no remaining NexPoint Residential Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 18 NexPoint Residential Trust shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in NexPoint Residential Trust in Q4 2019 and held it in 5 quarters.
  • Sowell Financial Services's NexPoint Residential Trust position peaked at $742K in Q3 2020.
  • 194 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.