NXRT β€” Nexpoint Residential

Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD.  Β·  38 quarters on record

AI Ownership Summary

GRAYBILL WEALTH MANAGEMENT, LTD. reported Nexpoint Residential (NXRT) in 38 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.12% in 2024 Q3. The latest visible filing shows NXRT at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NXRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRAYBILL WEALTH MANAGEMENT, LTD.'s position in Nexpoint Residential, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NXRT was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GRAYBILL WEALTH MANAGEMENT, LTD. held NXRT β€” position size vs. price
% of Fund (quarterly)    NXRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 76,214 +1,676 +2.2% 0.68% $2.3M 2026-02-14 (Est.) $29.16
2025 Q3 ADDED 74,538 +2,374 +3.3% 0.74% $2.4M 2025-11-24 $30.11
2025 Q2 ADDED 72,164 +966 +1.4% 0.79% $2.4M 2025-07-31 $29.56
2025 Q1 ADDED 71,198 +2,484 +3.6% 0.97% $2.8M 2025-05-02 $36.04
2024 Q3 ADDED 68,714 +728 +1.1% 1.12% $3.0M 2024-10-21 $40.13
2024 Q2 ADDED 67,986 +505 +0.7% 1.09% $2.7M 2024-07-22 $38.20
2024 Q1 ADDED 67,481 +2,500 +3.8% 0.92% $2.2M 2024-04-15 $27.96
2023 Q4 ADDED 64,981 +2,602 +4.2% 0.99% $2.2M 2024-02-08 $26.95
2023 Q3 REDUCED 62,379 -623 -1.0% 0.98% $2.0M 2023-11-03 $26.01
29 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About GRAYBILL WEALTH MANAGEMENT, LTD. and NXRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRAYBILL WEALTH MANAGEMENT, LTD. reported owning NXRT?

GRAYBILL WEALTH MANAGEMENT, LTD. reported NXRT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported NXRT position in GRAYBILL WEALTH MANAGEMENT, LTD.'s portfolio?

The largest reported portfolio weight for NXRT was 1.12% in 2024 Q3.

What is the latest reported NXRT position on this page?

The most recent filing on this page is 2025 Q4, when GRAYBILL WEALTH MANAGEMENT, LTD. reported 76,214 shares, equal to 0.68% of portfolio, with an estimated market value of $2.3M.

What does the chart on this NXRT ownership page compare?

The chart compares GRAYBILL WEALTH MANAGEMENT, LTD.'s quarterly NXRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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