Jacobs Levy Equity Management’s NexPoint Residential Trust NXRT Stock Holding History

Jacobs Levy Equity Management’s Portfolio NXRT Stock Details NXRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.58M	Buy	128,381 +23,385	+22%	+$651K	0.01%	488
2026 Q1	$2.62M	Buy	104,996 +7,939	+8%	+$228K	0.01%	531
2025 Q4	$2.92M	Sell	97,057 -2,880	-3%	-$88.3K	0.01%	520
2025 Q3	$3.22M	Buy	99,937 +48,892	+96%	+$1.61M	0.01%	502
2025 Q2	$1.7M	Buy	51,045 +42,412	+491%	+$1.5M	0.01%	653
2025 Q1	$341K	Buy	+8,633	New	+$341K	﹤0.01%	962
2023 Q1	–	Sell	-4,960	Closed	-$216K	–	1035
2022 Q4	$216K	Sell	4,960 -41,059	-89%	-$1.84M	﹤0.01%	897
2022 Q3	$2.13M	Sell	46,019 -89,090	-66%	-$5.13M	0.02%	547
2022 Q2	$8.45M	Buy	135,109 +32,315	+31%	+$2.46M	0.07%	310
2022 Q1	$9.28M	Buy	102,794 +938	+0.9%	+$78.2K	0.06%	307
2021 Q4	$8.54M	Sell	101,856 -12,156	-11%	-$898K	0.06%	336
2021 Q3	$7.05M	Sell	114,012 -7,106	-6%	-$432K	0.05%	364
2021 Q2	$6.66M	Buy	121,118 +14,668	+14%	+$755K	0.05%	387
2021 Q1	$4.91M	Buy	+106,450	New	+$4.56M	0.04%	419
2020 Q2	–	Sell	-15,840	Closed	-$399K	–	1118
2020 Q1	$399K	Sell	15,840 -46,891	-75%	-$2.05M	0.01%	785
2019 Q4	$2.82M	Buy	62,731 +19,850	+46%	+$935K	0.03%	482
2019 Q3	$2M	Sell	42,881 -8,452	-16%	-$378K	0.02%	508
2019 Q2	$2.13M	Sell	51,333 -76,214	-60%	-$2.98M	0.03%	506
2019 Q1	$4.89M	Buy	127,547 +29,110	+30%	+$1.07M	0.07%	334
2018 Q4	$3.45M	Sell	98,437 -430	-0.4%	-$14.9K	0.06%	337
2018 Q3	$3.28M	Buy	98,867 +48,256	+95%	+$1.49M	0.05%	406
2018 Q2	$1.44M	Buy	50,611 +3,340	+7%	+$90.3K	0.02%	578
2018 Q1	$1.17M	Buy	47,271 +9,000	+24%	+$229K	0.02%	600
2017 Q4	$1.07M	Buy	38,271 +18,259	+91%	+$483K	0.02%	600
2017 Q3	$475K	Buy	20,012 +2,400	+14%	+$57.8K	0.01%	712
2017 Q2	$438K	Buy	+17,612	New	+$440K	0.01%	718

Other funds holding NXRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCGM

Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobs Levy Equity Management's NXRT Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its NexPoint Residential Trust (NXRT) stake by 22% in Q2 2026, buying an estimated $651K and bringing the position to 128,381 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #488.

Jacobs Levy Equity Management first reported a position in NXRT in Q2 2017 and has held it in 26 quarters since. The position peaked at $9.28M in Q1 2022. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Jacobs Levy Equity Management held 128,381 shares of NexPoint Residential Trust worth $3.58M as of Q2 2026.
Jacobs Levy Equity Management bought 23,385 NexPoint Residential Trust shares in Q2 2026, an estimated $651K.
NexPoint Residential Trust made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #488 holding.
Jacobs Levy Equity Management first reported a position in NexPoint Residential Trust in Q2 2017 and has held it in 26 quarters since.
Jacobs Levy Equity Management's NexPoint Residential Trust position peaked at $9.28M in Q1 2022.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.