Whipplewood Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Whipplewood 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
2026 Q2	–	Sell	-38	Closed	-$950	–	923
2026 Q1	$950	Buy	+38	New	+$1.09K	﹤0.01%	903
2025 Q3	–	Sell	-60	Closed	-$2K	–	899
2025 Q2	$2K	Buy	60 +27	+82%	+$956	﹤0.01%	882
2025 Q1	$2.37K	Sell	33 -27	-45%	-$1.07K	﹤0.01%	849
2024 Q4	$2.5K	Buy	+60	New	+$2.65K	﹤0.01%	830

Other funds holding NXRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's NXRT Position: Q2 2026 in Review

Whipplewood Advisors sold out of NexPoint Residential Trust (NXRT) in Q2 2026, closing a stake of 38 shares — an estimated $950 sold.

Whipplewood Advisors first reported a position in NXRT in Q4 2024 and held it in 4 quarters. The position peaked at $2.5K in Q4 2024. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Whipplewood Advisors reported no remaining NexPoint Residential Trust position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 38 NexPoint Residential Trust shares in Q2 2026, an estimated $950.
Whipplewood Advisors first reported a position in NexPoint Residential Trust in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's NexPoint Residential Trust position peaked at $2.5K in Q4 2024.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.