Successful Portfolios’s NexPoint Residential Trust NXRT Stock Holding History

Successful Portfolios’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
2022 Q4	–	Sell	-4,395	Closed	-$203K	–	195
2022 Q3	$203K	Hold	4,395	–	–	0.15%	163
2022 Q2	$275K	Hold	4,395	–	–	0.19%	138
2022 Q1	$397K	Hold	4,395	–	–	0.23%	112
2021 Q4	$368K	Sell	4,395 -5	-0.1%	-$369	0.2%	125
2021 Q3	$272K	Hold	4,400	–	–	0.16%	153
2021 Q2	$242K	Hold	4,400	–	–	0.15%	171
2021 Q1	$203K	Buy	+4,400	New	+$188K	0.13%	184
2020 Q1	–	Sell	-4,725	Closed	-$213K	–	162
2019 Q4	$213K	Sell	4,725 -45	-0.9%	-$2.12K	0.19%	143
2019 Q3	$223K	Buy	+4,770	New	+$213K	0.21%	129

Other funds holding NXRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return