UBS AM
NXRT

UBS AM’s NexPoint Residential Trust NXRT Stock Holding History

UBS AM’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
Q1 		$3.19M Buy
127,574
+15,208
+14% +$436K ﹤0.01% 1801
2025
Q4 		$3.38M Sell
112,366
-11,892
-10% -$364K ﹤0.01% 1651
2025
Q3 		$4M Buy
124,258
+101,088
+436% +$3.33M ﹤0.01% 1472
2025
Q2 		$772K Sell
23,170
-108,864
-82% -$3.85M ﹤0.01% 2438
2025
Q1 		$5.22M Buy
132,034
+7,217
+6% +$285K ﹤0.01% 1552
2024
Q4 		$5.21M Sell
124,817
-1,938
-2% -$85.7K ﹤0.01% 1585
2024
Q3 		$5.58M Buy
126,755
+100,714
+387% +$4.39M ﹤0.01% 1508
2024
Q2 		$1.03M Sell
26,041
-113,982
-81% -$4M ﹤0.01% 2354
2024
Q1 		$4.51M Sell
140,023
-55,581
-28% -$1.73M ﹤0.01% 1303
2023
Q4 		$6.73M Buy
195,604
+55,347
+39% +$1.73M ﹤0.01% 1135
2023
Q3 		$4.51M Buy
140,257
+17
+0% +$670 ﹤0.01% 1248
2023
Q2 		$6.12M Hold
140,240
– – ﹤0.01% 1141
2023
Q1 		$6.12M Buy
140,240
+17,312
+14% +$797K ﹤0.01% 1141
2022
Q4 		$5.35M Buy
122,928
+2,444
+2% +$109K ﹤0.01% 1146
2022
Q3 		$5.57M Sell
120,484
-8,729
-7% -$503K ﹤0.01% 1161
2022
Q2 		$8.08M Buy
129,213
+16,944
+15% +$1.29M ﹤0.01% 1046
2022
Q1 		$10.1M Buy
112,269
+23,683
+27% +$1.97M ﹤0.01% 1064
2021
Q4 		$7.43M Sell
88,586
-25,403
-22% -$1.88M ﹤0.01% 1239
2021
Q3 		$7.05M Buy
113,989
+28,813
+34% +$1.75M ﹤0.01% 1224
2021
Q2 		$4.68M Buy
85,176
+403
+0.5% +$20.7K ﹤0.01% 1404
2021
Q1 		$3.91M Buy
84,773
+1,445
+2% +$61.9K ﹤0.01% 1451
2020
Q4 		$3.53M Buy
83,328
+11,832
+17% +$518K ﹤0.01% 1444
2020
Q3 		$3.17M Buy
71,496
+52,310
+273% +$2.07M ﹤0.01% 1346
2020
Q2 		$678K Sell
19,186
-3,003
-14% -$92.9K ﹤0.01% 1980
2020
Q1 		$559K Sell
22,189
-1,856
-8% -$81.3K ﹤0.01% 1935
2019
Q4 		$1.08M Buy
24,045
+2,126
+10% +$100K ﹤0.01% 1879
2019
Q3 		$1.02M Buy
21,919
+4,125
+23% +$185K ﹤0.01% 1936
2019
Q2 		$737K Sell
17,794
-2,644
-13% -$103K ﹤0.01% 2030
2019
Q1 		$784K Buy
20,438
+2,038
+11% +$74.9K ﹤0.01% 1913
2018
Q4 		$645K Hold
18,400
– – ﹤0.01% 1893
2018
Q3 		$611K Hold
18,400
– – ﹤0.01% 2000
2018
Q2 		$523K Buy
18,400
+6,800
+59% +$184K ﹤0.01% 2080
2018
Q1 		$288K Buy
+11,600
New +$295K ﹤0.01% 2234

Other funds holding NXRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

UBS AM's NXRT Position: Q1 2026 in Review

UBS AM increased its NexPoint Residential Trust (NXRT) stake by 14% in Q1 2026, buying an estimated $436K and bringing the position to 127,574 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

UBS AM first reported a position in NXRT in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.1M in Q1 2022. 209 funds tracked by Wall St. Rank hold NXRT as of Q1 2026.

  • UBS AM held 127,574 shares of NexPoint Residential Trust worth $3.19M as of Q1 2026.
  • UBS AM bought 15,208 NexPoint Residential Trust shares in Q1 2026, an estimated $436K.
  • NexPoint Residential Trust made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1801 holding.
  • UBS AM first reported a position in NexPoint Residential Trust in Q1 2018 and has held it in 33 quarters since.
  • UBS AM's NexPoint Residential Trust position peaked at $10.1M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.