VFA
NXRT

Valeo Financial Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Valeo 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
2021
Q2 		– Sell
-37
Closed -$2K – 1372
2021
Q1 		$2K Buy
+37
New +$1.58K ﹤0.01% 1813
2020
Q3 		– Sell
-126
Closed -$4K – 1973
2020
Q2 		$4K Buy
126
+109
+641% +$3.37K ﹤0.01% 1602
2020
Q1 		$0 Buy
+17
New +$745 ﹤0.01% 1875

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 $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Valeo Financial Advisors's NXRT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of NexPoint Residential Trust (NXRT) in Q2 2021, closing a stake of 37 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in NXRT in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 194 funds tracked by Wall St. Rank hold NXRT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining NexPoint Residential Trust position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 37 NexPoint Residential Trust shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in NexPoint Residential Trust in Q1 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's NexPoint Residential Trust position peaked at $4K in Q2 2020.
  • 194 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.