United Financial Planning Group LLC
Position in NXRT — NexPoint Residential Trust, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in NXRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,505
New position
Shares Held
233
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 229 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026United Financial Planning Group LLC holds $6,505 across 1 REIT - Residential name. NXRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXRT |
NexPoint Residential Trust, Inc.
This page
|
233 | $6,505 |
All Filings in NXRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,505 | 233 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||