Institutional Ownership Nex Point Residential Trust, Inc. (NXRT)
This table provides information about the institutional ownership of Nex Point Residential Trust, Inc. (NXRT). We have compiled data on the 241 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $688 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
192
shares
|
$6,666
0.0% of portfolio
|
Q1 2025
Added 9500.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
171
shares
|
$5,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
167
shares
|
$5,798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
166
shares
|
$5,763
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
141
shares
|
$4,895
0.0% of portfolio
|
Q1 2025
Added 781.25%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
138
shares
|
$4,791
0.01% of portfolio
|
Q1 2025
Added 283.33%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
133
shares
|
$4,617
0.0% of portfolio
|
Q1 2025
Reduced 54.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
122
shares
|
$4,235
0.0% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
117
shares
|
$4,062
0.0% of portfolio
|
Q2 2024
Added 216.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
105
shares
|
$3,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
99
shares
|
$3,437
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
95
shares
|
$3,298
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
74
shares
|
$2,569
0.0% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
68
shares
|
$2,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
57
shares
|
$1,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
52
shares
|
$1,805
0.0% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
46
shares
|
$1,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
45
shares
|
$1,562
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
43
shares
|
$1,492
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
43
shares
|
$1,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
41
shares
|
$1,423
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
37
shares
|
$1,284
0.0% of portfolio
|
Q2 2022
Reduced 64.76%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
36
shares
|
$1,249
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
36
shares
|
$1,249
0.0% of portfolio
|
Q1 2024
Reduced 45.45%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
35
shares
|
$1,215
0.0% of portfolio
|
Q1 2025
New holding
|