True Wealth Design’s NexPoint Residential Trust NXRT Stock Holding History

True Wealth Design’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 Q3	–	Sell	-134	Closed	-$3.74K	–	2720
2026 Q2	$3.74K	Buy	134 +104	+347%	+$2.9K	﹤0.01%	1446
2026 Q1	$750	Buy	30 +26	+650%	+$746	﹤0.01%	1907
2025 Q4	$121	Sell	4 -24	-86%	-$736	﹤0.01%	2304
2025 Q3	$903	Buy	28 +22	+367%	+$725	﹤0.01%	1781
2025 Q2	$200	Sell	6 -4	-40%	-$142	﹤0.01%	2072
2025 Q1	$396	Buy	+10	New	+$395	﹤0.01%	1648

Other funds holding NXRT

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

True Wealth Design's NXRT Position: Q3 2026 in Review

True Wealth Design sold out of NexPoint Residential Trust (NXRT) in Q3 2026, closing a stake of 134 shares — an estimated $3.74K sold.

True Wealth Design first reported a position in NXRT in Q1 2025 and held it in 6 quarters. The position peaked at $3.74K in Q2 2026. 9 funds tracked by Wall St. Rank hold NXRT as of Q3 2026.

True Wealth Design reported no remaining NexPoint Residential Trust position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 134 NexPoint Residential Trust shares in Q3 2026, an estimated $3.74K.
True Wealth Design first reported a position in NexPoint Residential Trust in Q1 2025 and held it in 6 quarters.
True Wealth Design's NexPoint Residential Trust position peaked at $3.74K in Q2 2026.
9 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.