UCFA
NXRT

United Capital Financial Advisors’s NexPoint Residential Trust NXRT Stock Holding History

United Capital Financial Advisors’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
2024
Q4 		– Sell
-5,494
Closed -$242K – 1090
2024
Q3 		$242K Sell
5,494
-28
-0.5% -$1.22K ﹤0.01% 945
2024
Q2 		$218K Buy
+5,522
New +$194K ﹤0.01% 952
2023
Q3 		– Sell
-4,675
Closed -$213K – 884
2023
Q2 		$213K Buy
+4,675
New +$202K ﹤0.01% 839

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
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

United Capital Financial Advisors's NXRT Position: Q4 2024 in Review

United Capital Financial Advisors sold out of NexPoint Residential Trust (NXRT) in Q4 2024, closing a stake of 5,494 shares — an estimated $242K sold.

United Capital Financial Advisors first reported a position in NXRT in Q2 2023 and held it in 3 quarters. The position peaked at $242K in Q3 2024. 222 funds tracked by Wall St. Rank hold NXRT as of Q4 2024.

  • United Capital Financial Advisors reported no remaining NexPoint Residential Trust position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,494 NexPoint Residential Trust shares in Q4 2024, an estimated $242K.
  • United Capital Financial Advisors first reported a position in NexPoint Residential Trust in Q2 2023 and held it in 3 quarters.
  • United Capital Financial Advisors's NexPoint Residential Trust position peaked at $242K in Q3 2024.
  • 222 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.