NexPoint Residential Trust (NXRT): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it. 1 officer or director bought in 6 months.
Who owns NexPoint Residential Trust?
Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Dondero James D (13D/A filed Sep 25, 2026) and BlackRock (13G/A filed Oct 5, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were BlackRock (4.3 million shares), Vanguard Portfolio Management (1.4 million shares) and Goldman Sachs Group (1.3 million shares).
Which institutions hold the most NexPoint Residential Trust shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. BlackRock: 4.3 million shares
- 2. Vanguard Portfolio Management: 1.4 million shares
- 3. Goldman Sachs Group: 1.3 million shares
- 4. State Street: 1.1 million shares
- 5. Starwood Capital Group Management, L.L.C: 989,419 shares
- 6. Vanguard Capital Management: 961,351 shares
- 7. Nexpoint Asset Management: 934,752 shares
- 8. Copeland Capital Management: 899,504 shares
- 9. Geode Capital Management: 647,524 shares
- 10. Morgan Stanley: 482,632 shares
Sources:13D/A by Dondero James D (Sep 25, 2026) ↗13G/A by BlackRock (Oct 5, 2026) ↗All of the company's proxy statements on EDGAR ↗
We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
NexPoint Residential Trust revenue
NexPoint Residential Trust reported annual revenue of $251.3 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of NXRT (all 13F filers)
- BlackRock4.3 MIndex manager · 16.65% of the company+41 K
- Vanguard Portfolio Management1.4 MIndex manager · 5.34% of the company−7,192
- Goldman Sachs Group1.3 MBank or trading desk · 4.99% of the company+79 K
- State Street1.1 MIndex manager · 4.29% of the company−202 K
- Starwood Capital Group Management, L.L.C989 KPrivate equity or venture capital · 3.87% of the company0
- Vanguard Capital Management961 KIndex manager · 3.76% of the company+9,454
- Nexpoint Asset Management935 KInvestment firm · 3.66% of the company0
- Copeland Capital Management900 KType not verified · 3.52% of the company+171 K
- Geode Capital Management648 KIndex manager · 2.53% of the company+36 K
- Morgan Stanley483 KBank or trading desk · 1.89% of the company+139 K
- Shares
- 4.3 M
- Change
- +41 K
- % of the company
- 16.65%
See more
- Type
- Index manager
- Value
- $119M
- Shares
- 1.4 M
- Change
- −7,192
- % of the company
- 5.34%
See more
- Type
- Index manager
- Value
- $38.1M
- Shares
- 1.3 M
- Change
- +79 K
- % of the company
- 4.99%
See more
- Type
- Bank or trading desk
- Value
- $35.6M
- Shares
- 1.1 M
- Change
- −202 K
- % of the company
- 4.29%
See more
- Type
- Index manager
- Value
- $30.6M
- Starwood Capital Group Management, L.L.C
- Shares
- 989 K
- Change
- 0
- % of the company
- 3.87%
See more
- Type
- Private equity or venture capital
- Value
- $27.6M
- Shares
- 961 K
- Change
- +9,454
- % of the company
- 3.76%
See more
- Type
- Index manager
- Value
- $26.8M
- Shares
- 935 K
- Change
- 0
- % of the company
- 3.66%
See more
- Type
- Investment firm
- Value
- $26.1M
- Shares
- 900 K
- Change
- +171 K
- % of the company
- 3.52%
See more
- Type
- Type not verified
- Value
- $25.1M
- Shares
- 648 K
- Change
- +36 K
- % of the company
- 2.53%
See more
- Type
- Index manager
- Value
- $18.1M
- Shares
- 483 K
- Change
- +139 K
- % of the company
- 1.89%
See more
- Type
- Bank or trading desk
- Value
- $13.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Fundamentals
12-month figures to Sep 30, 2026 · balance sheet as of Sep 30, 2026.
- Operating margin
- 10.6%
- Net margin
- -14.6%
- ROE
- -16.6%
- Revenue (TTM)
- $255M
- Revenue growth
- 0.7%
- Net income (TTM)
- $-37.2M
- Net debt / EBITDA
- 13.2x
- Free cash flow (TTM)
- —
- Quality vs sector
- —
This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.
Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated
Shares outstanding: buybacks and dilution
2025: 25.4 M
- 1 year
- −3.3%
- 3 years
- −0.9%
- 5 years
- +0.6%
- Buybacks (FY 2025)
- $7.7M
- Share issuance
- no data
- Stock-based compensation
- $9.9M3.9% of revenue
- Dividends paid
- $53.5M
From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.
Earnings quality and debt
- Operating cash flow ÷ net income (12 months)
- no datanot calculated with negative net income
- Interest coverage (operating income ÷ interest)
- 0.5 timesfiscal 2025
- Debt due within 12 months
- no data
- Year 1—
- Year 2$113M
- Year 3—
- Year 4—
- Year 5—
- Later$1.5 bn
From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Vanguard Portfolio Management4.04%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 30, 2026
- BlackRock8%13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 5, 2026
- Dondero James D14.1%13D · amendmentfiling ↗Event: May 22, 2026 · filed: Sep 25, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.
Other Real Estate stocks in managers' portfolios
Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.
- FermiFRMI · 4 managers
- Howard Hughes HoldingsHHH · 4 managers
- KE HoldingsBEKE · 4 managers
- Zillow GroupZG · 4 managers
- Colliers International GroupCIGI · 9 managers
- CoStar GroupCSGP · 9 managers