VWM
NXRT

Valley Wealth Managers’s NexPoint Residential Trust NXRT Stock Holding History

Valley Wealth Managers’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
-608
Closed -$26.8K – 413
2024
Q3 		$26.8K Buy
+608
New +$26.5K ﹤0.01% 249

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

Valley Wealth Managers's NXRT Position: Q4 2024 in Review

Valley Wealth Managers sold out of NexPoint Residential Trust (NXRT) in Q4 2024, closing a stake of 608 shares — an estimated $26.8K sold.

Valley Wealth Managers first reported a position in NXRT in Q3 2024 and held it in 1 quarter. The position peaked at $26.8K in Q3 2024. 222 funds tracked by Wall St. Rank hold NXRT as of Q4 2024.

  • Valley Wealth Managers reported no remaining NexPoint Residential Trust position as of Q4 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 608 NexPoint Residential Trust shares in Q4 2024, an estimated $26.8K.
  • Valley Wealth Managers first reported a position in NexPoint Residential Trust in Q3 2024 and held it in 1 quarter.
  • Valley Wealth Managers's NexPoint Residential Trust position peaked at $26.8K in Q3 2024.
  • 222 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q4 2024.

Based on Valley Wealth Managers's 13F filing for Q4 2024, filed 31 Jan 2025.