Jones Financial Companies’s NexPoint Residential Trust NXRT Stock Holding History

Jones Financial Companies’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	$22.7K	Buy	793 +484	+157%	+$13.5K	﹤0.01%	3451
2026 Q1	$7.6K	Sell	309 -112	-27%	-$3.21K	﹤0.01%	3679
2025 Q4	$12.7K	Buy	421 +412	+4,578%	+$12.6K	﹤0.01%	3123
2025 Q3	$288	Hold	9	–	–	﹤0.01%	4097
2025 Q2	$299	Buy	+9	New	+$319	﹤0.01%	3870
2022 Q1	–	Sell	-658	Closed	-$55K	–	797
2021 Q4	$55K	Buy	+658	New	+$48.6K	﹤0.01%	356

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

Jones Financial Companies's NXRT Position: Q2 2026 in Review

Jones Financial Companies increased its NexPoint Residential Trust (NXRT) stake by 157% in Q2 2026, buying an estimated $13.5K and bringing the position to 793 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3451.

Jones Financial Companies first reported a position in NXRT in Q4 2021 and has held it in 6 quarters since. The position peaked at $55K in Q4 2021. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

Jones Financial Companies held 793 shares of NexPoint Residential Trust worth $22.7K as of Q2 2026.
Jones Financial Companies bought 484 NexPoint Residential Trust shares in Q2 2026, an estimated $13.5K.
NexPoint Residential Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3451 holding.
Jones Financial Companies first reported a position in NexPoint Residential Trust in Q4 2021 and has held it in 6 quarters since.
Jones Financial Companies's NexPoint Residential Trust position peaked at $55K in Q4 2021.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.