SGI
NXRT

Summit Global Investments’s NexPoint Residential Trust NXRT Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-12,966
Closed -$541K – 536
2024
Q4 		$541K Buy
12,966
+3,269
+34% +$145K 0.03% 349
2024
Q3 		$427K Sell
9,697
-306
-3% -$13.3K 0.03% 384
2024
Q2 		$395K Buy
10,003
+28
+0.3% +$983 0.03% 385
2024
Q1 		$321K Buy
+9,975
New +$310K 0.02% 398

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
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
SCGM
Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Global Investments's NXRT Position: Q1 2025 in Review

Summit Global Investments sold out of NexPoint Residential Trust (NXRT) in Q1 2025, closing a stake of 12,966 shares — an estimated $541K sold.

Summit Global Investments first reported a position in NXRT in Q1 2024 and held it in 4 quarters. The position peaked at $541K in Q4 2024. 232 funds tracked by Wall St. Rank hold NXRT as of Q1 2025.

  • Summit Global Investments reported no remaining NexPoint Residential Trust position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 12,966 NexPoint Residential Trust shares in Q1 2025, an estimated $541K.
  • Summit Global Investments first reported a position in NexPoint Residential Trust in Q1 2024 and held it in 4 quarters.
  • Summit Global Investments's NexPoint Residential Trust position peaked at $541K in Q4 2024.
  • 232 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.