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 ($214.4k this quarter). Holder counts are more reliable. Shares outstanding: 25.5m as of 2026-04-28, 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 ≈ $25.01. Options: 2 managers hold calls ($7.5k notional), 1 hold puts ($2.5k).
Trends to Q1 2026
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 |
| Q1 2026 | 210 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 110 | 90 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $296.5k | $0 | 0.00 |
| Q3 2025 | $3.4m | $422.1k | 0.12 |
| Q4 2025 | $3.0k | $881.9k | 293.00 |
| Q1 2026 | $7.5k | $2.5k | 0.33 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +368.0k |
| TMB Capital Partners, LLC | New | +344.7k |
| LANDMARK INVESTMENT PARTNERS, L.P. | Added | +224.4k |
| FLAX POND CAPITAL, LLC | New | +161.9k |
| Lighthouse Investment Partners, LLC | New | +135.0k |
| CITIGROUP INC | Added | +134.7k |
| Invesco Ltd. | Added | +105.2k |
| MORGAN STANLEY | Added | +58.9k |
| Point72 Asset Management, L.P. | Added | +49.8k |
| Narwhal Capital Management | Added | +39.4k |
Biggest sellers
| Long Pond Capital, LP | Reduced | -390.3k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -118.0k |
| NICHOLAS COMPANY, INC. | Sold out | -111.0k |
| BlackRock, Inc. | Reduced | -109.6k |
| TCW GROUP INC | Sold out | -105.1k |
| HSBC HOLDINGS PLC | Reduced | -83.6k |
| DARK FOREST CAPITAL MANAGEMENT LP | Sold out | -62.1k |
| STRS OHIO | Reduced | -55.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Sold out | -43.3k |
| Marnell Management LLC | Reduced | -37.8k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $5.0k200 shares |
| GROUP ONE TRADING LLC | New | $2.5k100 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Reduced | $2.5k100 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2026 | 2 | $278.5k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-20 | McGraner Matt Officer | Bought | $48.7k2.0k shares |
| 2026-03-20 | Richards Paul Officer | Bought | $4.8k200 shares |
| 2026-03-19 | Richards Paul Officer | Bought | $37.2k1.5k shares |
| 2026-03-11 | McGraner Matt Officer | Bought | $26.1k1.0k shares |
| 2026-03-09 | Richards Paul Officer | Bought | $52.7k2.0k shares |
| 2026-03-09 | McGraner Matt Officer | Bought | $26.4k1.0k shares |
| 2026-03-06 | McGraner Matt Officer | Bought | $27.4k1.0k shares |
| 2026-03-06 | Richards Paul Officer | Bought | $27.3k1.0k shares |
| 2026-03-05 | McGraner Matt Officer | Bought | $27.8k1.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.2m $105.3m | Reduced -109.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.4m $34.3m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $32.4m | Reduced -1.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $29.9m | Added +368.0k |
| Starwood Capital Group Management, L.L.C. 13.17% of their portfolio | 989.4k $24.7m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 951.9k $23.8m | First filing |
| NEXPOINT ASSET MANAGEMENT, L.P. 1.63% of their portfolio | 934.8k $23.4m | Unchanged |
| Copeland Capital Management, LLC 0.40% of their portfolio | 728.2k $18.2m | Reduced -3.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 611.1k $15.3m | Added +26.9k |
| Long Pond Capital, LP 1.16% of their portfolio | 452.6k $11.3m | Reduced -390.3k |
| Invesco Ltd. 0.00% of their portfolio | 446.3k $11.2m | Added +105.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 378.5k $9.5m | Added +27.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 348.0k $8.7m | Reduced -12.7k |
| TMB Capital Partners, LLC 2.90% of their portfolio | 344.7k $8.6m | New |
| MORGAN STANLEY 0.00% of their portfolio | 343.2k $8.6m | Added +58.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 316.0k $7.9m | Reduced -2.1k |
| LANDMARK INVESTMENT PARTNERS, L.P. 6.65% of their portfolio | 257.5k $6.4m | Added +224.4k |
| ProShare Advisors LLC 0.01% of their portfolio | 229.8k $5.7m | Added +25.7k |
| DigitalBridge Group, Inc. 0.31% of their portfolio | 197.3k $4.9m | Added +22.8k |
| CITIGROUP INC 0.00% of their portfolio | 165.3k $4.1m | Added +134.7k |
| FLAX POND CAPITAL, LLC 3.26% of their portfolio | 161.9k $4.0m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 154.2k $3.9m | Added +4.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 149.5k $3.7m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 149.2k $3.7m | Added +28.7k |
| CSM Advisors, LLC 0.09% of their portfolio | 147.2k $3.7m | Added +14.7k |
| BARCLAYS PLC 0.00% of their portfolio | 141.6k $3.5m | Reduced -6.9k |
| Marnell Management LLC 2.25% of their portfolio | 135.6k $3.4m | Reduced -37.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 135.3k $3.4m | Reduced -13.0k |
| Lighthouse Investment Partners, LLC 0.13% of their portfolio | 135.0k $3.4m | New |
| Legal & General Group Plc 0.00% of their portfolio | 130.9k $3.3m | Reduced -11.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 130.6k $3.3m | Reduced -17.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 127.6k $3.2m | Added +15.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 116.8k $2.9m | Added +10.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 106.2k $2.7m | Added +2.1k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 105.7k $2.6m | Added +49.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 105.0k $2.6m | Added +7.9k |
| UBS Group AG 0.00% of their portfolio | 104.6k $2.6m | Reduced -10.9k |
| STRS OHIO 0.01% of their portfolio | 91.9k $2.3m | Reduced -55.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 86.9k $2.2m | Added +38.1k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 86.8k $2.2m | Reduced -11.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 80.2k $2.0m | Added +1.3k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 78.0k $2.0m | Added +2.5k |
| GRAYBILL WEALTH MANAGEMENT, LTD. 0.59% of their portfolio | 76.9k $1.9m | Added +651 |
| Narwhal Capital Management 0.14% of their portfolio | 76.6k $1.9m | Added +39.4k |
| Paralel Advisors LLC 0.07% of their portfolio | 72.1k $1.8m | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 70.3k $1.8m | Reduced -83.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 69.7k $1.7m | Added +712 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 68.5k $1.7m | Added +482 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 63.4k $1.6m | Reduced -10.5k |
| Nuveen, LLC 0.00% of their portfolio | 57.2k $1.4m | Added +863 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 52.4k $1.3m | Reduced -1.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 51.1k $1.3m | Reduced -7.5k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 50.5k $1.3m | Added +26.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 49.2k $1.2m | Added +2.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 47.1k $1.2m | Added +95 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 46.6k $1.2m | Added +1.2k |
| Swiss National Bank 0.00% of their portfolio | 42.6k $1.1m | Unchanged |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 39.8k $995.0k | Added +7.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 39.0k $975.5k | Reduced -15.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 35.6k $890.2k | Reduced -5.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 35.0k $875.0k | Added +7.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 32.0k $800.0k | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 31.8k $795.0k | Reduced -1.8k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 30.4k $760.0k | New |
| Asset Management One Co., Ltd. 0.00% of their portfolio | 30.2k $755.4k | Reduced -1.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 27.5k $827.3k | Reduced -2.6k |
| Pasadena Private Wealth, LLC 0.09% of their portfolio | 27.3k $681.6k | Reduced -9.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 26.5k $662.6k | Reduced -4.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 25.9k $647.5k | Added +12.4k |
| Engineers Gate Manager LP 0.01% of their portfolio | 25.3k $632.2k | Added +18.3k |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 25.2k $630.0k | New |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 24.5k $612.8k | Reduced -6.4k |
| Burford Brothers, Inc. 0.24% of their portfolio | 23.9k $596.7k | Unchanged |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 23.3k $581.0k | Reduced -90 |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 23.1k $577.6k | Reduced -411 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 22.9k $572.8k | Reduced -19.0k |
| HighTower Advisors, LLC 0.00% of their portfolio | 22.9k $572.2k | Added +5.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 22.6k $565.8k | Added +2.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 22.0k $550.8k | Reduced -21.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 20.9k $523.0k | Reduced -166 |
| Inspire Investing, LLC 0.03% of their portfolio | 20.4k $510.3k | Added +4.8k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 20.0k $500.2k | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 19.6k $490.7k | Added +2.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 17.2k $430.0k | Added +4.4k |
| Penserra Capital Management LLC 0.00% of their portfolio | 16.8k $420.0k | Added +334 |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 16.4k $409.7k | Added +10 |
| Horst & Graben Wealth Management LLC 0.06% of their portfolio | 16.2k $426.7k | Unchanged |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 15.8k $394.5k | Added +2.7k |
| Abel Hall, LLC 0.08% of their portfolio | 15.6k $389.9k | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 15.4k $384.0k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 15.3k $382.2k | Reduced -134 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 14.6k $364.0k | Reduced -10.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 14.2k $355.4k | Added +3.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 14.0k $351.1k | First filing |
| Brookwood Investment Group LLC 0.04% of their portfolio | 13.6k $340.4k | Added +2.4k |
| Amundi 0.00% of their portfolio | 13.5k $336.9k | Added +95 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 13.4k $334.1k | Reduced -1.5k |
| Tidal Investments LLC 0.00% of their portfolio | 12.9k $321.5k | Added +850 |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 12.4k $309.6k | Reduced -118.0k |
| Illinois Municipal Retirement Fund 0.00% of their portfolio | 12.2k $305.9k | Reduced -651 |