SW
NXRT icon

SVB Wealth’s NexPoint Residential Trust NXRT Stock Holding History

SVB Wealth’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
Q2 		– Sell
-99
Closed -$3.91K – 1240
2025
Q1 		$3.91K Buy
+99
New +$3.92K ﹤0.01% 1083

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 $3.38T AUM 44.17% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 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
LIP
Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SVB Wealth's NXRT Position: Q2 2025 in Review

SVB Wealth sold out of NexPoint Residential Trust (NXRT) in Q2 2025, closing a stake of 99 shares — an estimated $3.91K sold.

SVB Wealth first reported a position in NXRT in Q1 2025 and held it in 1 quarter. The position peaked at $3.91K in Q1 2025. 224 funds tracked by Wall St. Rank hold NXRT as of Q2 2025.

  • SVB Wealth reported no remaining NexPoint Residential Trust position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 99 NexPoint Residential Trust shares in Q2 2025, an estimated $3.91K.
  • SVB Wealth first reported a position in NexPoint Residential Trust in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's NexPoint Residential Trust position peaked at $3.91K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.