NEXPOINT RESIDENTIAL TR INC NXRT
COM · REIT · CUSIP 65341D102
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($284.5k this quarter). Holder counts are more reliable. Shares outstanding: 25.4m as of 2025-10-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $30.10. Options: 1 managers hold calls ($3.0k notional), 1 hold puts ($881.9k).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 210 |
| Q4 2022 | 192 |
| Q1 2023 | 185 |
| Q2 2023 | 186 |
| Q3 2023 | 178 |
| Q4 2023 | 191 |
| Q1 2024 | 205 |
| Q2 2024 | 207 |
| Q3 2024 | 225 |
| Q4 2024 | 222 |
| Q1 2025 | 233 |
| Q2 2025 | 225 |
| Q3 2025 | 219 |
| Q4 2025 | 213 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 106 | 76 |
| Q2 2024 | 95 | 99 |
| Q3 2024 | 101 | 95 |
| Q4 2024 | 90 | 92 |
| Q1 2025 | 97 | 96 |
| Q2 2025 | 102 | 109 |
| Q3 2025 | 103 | 98 |
| Q4 2025 | 85 | 119 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $249.0k | $71.2k | 0.29 |
| Q2 2025 | $296.5k | $0 | 0.00 |
| Q3 2025 | $3.4m | $422.1k | 0.12 |
| Q4 2025 | $3.0k | $881.9k | 293.00 |
Biggest buyers
| Long Pond Capital, LP | Added | +298.8k |
| GOLDMAN SACHS GROUP INC | Added | +272.4k |
| Starwood Capital Group Management, L.L.C. | Added | +158.8k |
| BlackRock, Inc. | Added | +108.9k |
| HSBC HOLDINGS PLC | Added | +98.9k |
| VANGUARD GROUP INC | Added | +70.3k |
| Point72 Asset Management, L.P. | New | +55.9k |
| UBS Group AG | Added | +35.7k |
| Y-Intercept (Hong Kong) Ltd | New | +33.0k |
| STRS OHIO | Added | +28.5k |
Biggest sellers
| LANDMARK INVESTMENT PARTNERS, L.P. | Reduced | -215.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -188.4k |
| JPMORGAN CHASE & CO | Reduced | -113.1k |
| CITIGROUP INC | Reduced | -79.9k |
| DigitalBridge Group, Inc. | Reduced | -56.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -55.8k |
| Copeland Capital Management, LLC | Reduced | -53.4k |
| Bank of New York Mellon Corp | Reduced | -41.6k |
| CSM Advisors, LLC | Reduced | -35.9k |
| MORGAN STANLEY | Reduced | -34.5k |
Biggest calls
| SIMPLEX TRADING, LLC | Unchanged | $3.0k100 shares |
Biggest puts
| SIMPLEX TRADING, LLC | New | $881.9k29.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DONDERO JAMES D 13D · may seek influence +1.2 pts · filed 2026-09-25 | 14.1% |
| BlackRock, Inc. 13G · institution -6.7 pts · filed 2026-10-05 | 8.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.4% |
Fell to 5% or below in the last year: STATE STREET CORP (4.3%, 2026-08-07), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 1 | $168.7k | — |
| Q2 2024 | 0 | — | 1 | $250.1k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $391.1k | 1 | $93.9k | — |
| Q3 2025 | 0 | — | 1 | $154.6k | — |
| Q4 2025 | 0 | — | 1 | $1.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-19 | Mitts Brian Director | Sold | $237.1k8.5k shares |
| 2025-12-18 | Mitts Brian Director · By 401(k) plan | Sold | $700.9k24.3k shares |
| 2025-10-31 | Mitts Brian Director | Sold | $152.6k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.3m $130.1m | Added +108.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.4m $73.3m | Added +70.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $39.1m | Added +12.4k |
| Starwood Capital Group Management, L.L.C. 14.83% of their portfolio | 989.4k $29.8m | Added +158.8k |
| NEXPOINT ASSET MANAGEMENT, L.P. 1.96% of their portfolio | 934.8k $28.1m | Unchanged |
| Long Pond Capital, LP 2.98% of their portfolio | 842.9k $25.4m | Added +298.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 827.1k $24.9m | Added +272.4k |
| Copeland Capital Management, LLC 0.49% of their portfolio | 732.0k $22.0m | Reduced -53.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 584.1k $17.6m | Added +9.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 360.8k $10.9m | Reduced -14.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 351.5k $10.6m | Reduced -3.5k |
| Invesco Ltd. 0.00% of their portfolio | 341.1k $10.3m | Reduced -18.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 318.1k $9.6m | Added +4.6k |
| MORGAN STANLEY 0.00% of their portfolio | 284.3k $8.6m | Reduced -34.5k |
| ProShare Advisors LLC 0.01% of their portfolio | 204.1k $6.1m | Added +20.5k |
| DigitalBridge Group, Inc. 0.41% of their portfolio | 174.5k $5.3m | Reduced -56.5k |
| Marnell Management LLC 3.97% of their portfolio | 173.4k $5.2m | First filing |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 153.9k $4.6m | Added +98.9k |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 149.3k $4.5m | Added +4.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 148.5k $4.5m | Reduced -30.7k |
| BARCLAYS PLC 0.00% of their portfolio | 148.5k $4.5m | Added +8.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 148.2k $4.5m | Reduced -41.6k |
| STRS OHIO 0.02% of their portfolio | 146.9k $4.4m | Added +28.5k |
| Legal & General Group Plc 0.00% of their portfolio | 142.0k $4.3m | Added +7.1k |
| CSM Advisors, LLC 0.11% of their portfolio | 132.5k $4.0m | Reduced -35.9k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 130.4k $3.9m | Added +1.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 120.6k $3.6m | Reduced -188.4k |
| UBS Group AG 0.00% of their portfolio | 115.6k $3.5m | Added +35.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 112.4k $3.4m | Reduced -11.9k |
| NICHOLAS COMPANY, INC. 0.06% of their portfolio | 111.0k $3.3m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 106.6k $3.2m | Reduced -18.0k |
| TCW GROUP INC 0.02% of their portfolio | 105.1k $3.2m | Added +22.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 104.1k $3.1m | Reduced -1.3k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 98.0k $3.0m | Added +10.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 97.1k $2.9m | Reduced -2.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 78.9k $2.4m | Reduced -5.0k |
| GRAYBILL WEALTH MANAGEMENT, LTD. 0.68% of their portfolio | 76.2k $2.3m | Added +1.7k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 75.6k $2.3m | Reduced -9.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 73.8k $2.2m | Reduced -5.8k |
| Paralel Advisors LLC 0.08% of their portfolio | 72.1k $2.2m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 69.0k $2.1m | Reduced -4.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 68.0k $2.0m | Reduced -113.1k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.09% of their portfolio | 62.1k $1.9m | Reduced -222 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 58.6k $1.8m | Reduced -55.8k |
| Nuveen, LLC 0.00% of their portfolio | 56.4k $1.7m | Reduced -844 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 55.9k $1.7m | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 54.6k $1.6m | Added +11.1k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 53.7k $1.6m | Added +421 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 48.8k $1.5m | Reduced -1.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 47.2k $1.4m | Reduced -5.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 47.0k $1.4m | Reduced -4.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 45.3k $1.4m | Reduced -2.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 43.3k $1.3m | Reduced -1.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 43.0k $1.3m | Reduced -1.7k |
| Swiss National Bank 0.00% of their portfolio | 42.6k $1.3m | Added +1.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 41.9k $1.3m | Added +2.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 41.0k $1.2m | Reduced -709 |
| Narwhal Capital Management 0.08% of their portfolio | 37.2k $1.1m | Reduced -6.5k |
| Pasadena Private Wealth, LLC 0.15% of their portfolio | 37.2k $1.1m | Reduced -685 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 33.6k $1.0m | Reduced -100 |
| LANDMARK INVESTMENT PARTNERS, L.P. 0.86% of their portfolio | 33.2k $998.5k | Reduced -215.7k |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 33.0k $993.2k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 32.7k $984.3k | Added +798 |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 32.0k $963.2k | Added +1.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 31.3k $942.9k | Added +2.4k |
| Asset Management One Co., Ltd. 0.00% of their portfolio | 31.2k $914.3k | Unchanged |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 30.9k $929.8k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 30.6k $920.9k | Reduced -79.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 30.1k $906.0k | Added +74 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 28.0k $842.8k | Added +3.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 27.8k $836.3k | New |
| QSV Equity Investors LLC 1.16% of their portfolio | 26.2k $787.6k | Reduced -11.9k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 25.2k $757.0k | Added +9.4k |
| Legato Capital Management LLC 0.06% of their portfolio | 24.7k $742.2k | New |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 24.4k $735.2k | Added +24.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 24.0k $723.6k | New |
| Burford Brothers, Inc. 0.30% of their portfolio | 23.9k $718.5k | Reduced -200 |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 23.5k $707.9k | Reduced -235 |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 23.4k $702.0k | Added +146 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 21.1k $634.6k | Reduced -21 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 20.5k $616.5k | Reduced -1.6k |
| FMR LLC 0.00% of their portfolio | 19.5k $586.5k | Added +117 |
| HighTower Advisors, LLC 0.00% of their portfolio | 17.4k $523.9k | Reduced -410 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 16.7k $494.8k | Unchanged |
| Penserra Capital Management LLC 0.01% of their portfolio | 16.5k $495.0k | Added +1.9k |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 16.4k $492.9k | Reduced -372 |
| Horst & Graben Wealth Management LLC 0.07% of their portfolio | 16.2k $487.2k | Unchanged |
| Inspire Investing, LLC 0.04% of their portfolio | 15.6k $469.0k | Added +1.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 15.4k $464.3k | Added +2.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 15.4k $463.0k | First filing |
| MetLife Investment Management, LLC 0.00% of their portfolio | 14.9k $448.6k | Added +218 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 13.5k $406.7k | Added +5.5k |
| Amundi 0.00% of their portfolio | 13.4k $402.8k | Added +2.5k |
| Versor Investments LP 0.06% of their portfolio | 13.2k $397.2k | New |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 13.0k $392.6k | Added +69 |
| Illinois Municipal Retirement Fund 0.00% of their portfolio | 12.9k $387.9k | Added +741 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 12.8k $386.0k | Added +942 |
| Tidal Investments LLC 0.00% of their portfolio | 12.0k $361.5k | New |
| Brookwood Investment Group LLC 0.04% of their portfolio | 11.2k $337.7k | Added +1.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 11.1k $335.4k | Reduced -2.7k |