TWD
NXRT

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's NXRT Position: Q2 2026 in Review

True Wealth Design increased its NexPoint Residential Trust (NXRT) stake by 347% in Q2 2026, buying an estimated $2.9K and bringing the position to 134 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

True Wealth Design first reported a position in NXRT in Q1 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

  • True Wealth Design held 134 shares of NexPoint Residential Trust worth $3.74K as of Q2 2026.
  • True Wealth Design bought 104 NexPoint Residential Trust shares in Q2 2026, an estimated $2.9K.
  • NexPoint Residential Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1446 holding.
  • True Wealth Design first reported a position in NexPoint Residential Trust in Q1 2025 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.