Principal Financial Group
NXRT

Principal Financial Group’s NexPoint Residential Trust NXRT Stock Holding History

Principal Financial Group’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
Q1 		$2.66M Buy
106,249
+2,146
+2% +$61.5K ﹤0.01% 1789
2025
Q4 		$3.13M Sell
104,103
-1,333
-1% -$40.9K ﹤0.01% 1754
2025
Q3 		$3.4M Sell
105,436
-3,692
-3% -$122K ﹤0.01% 1710
2025
Q2 		$3.64M Sell
109,128
-11,384
-9% -$403K ﹤0.01% 1673
2025
Q1 		$4.76M Buy
120,512
+3,207
+3% +$127K ﹤0.01% 1584
2024
Q4 		$4.9M Buy
117,305
+4,149
+4% +$184K ﹤0.01% 1598
2024
Q3 		$4.98M Sell
113,156
-9,219
-8% -$402K ﹤0.01% 1574
2024
Q2 		$4.84M Sell
122,375
-4,692
-4% -$165K ﹤0.01% 1561
2024
Q1 		$4.09M Buy
127,067
+8,022
+7% +$249K ﹤0.01% 1634
2023
Q4 		$4.1M Sell
119,045
-3,859
-3% -$120K ﹤0.01% 1623
2023
Q3 		$3.96M Sell
122,904
-6,881
-5% -$271K ﹤0.01% 1610
2023
Q2 		$5.9M Sell
129,785
-7,377
-5% -$318K ﹤0.01% 1472
2023
Q1 		$5.99M Sell
137,162
-2,879
-2% -$133K ﹤0.01% 1476
2022
Q4 		$6.09M Sell
140,041
-4,772
-3% -$213K ﹤0.01% 1462
2022
Q3 		$6.69M Sell
144,813
-9,098
-6% -$524K 0.01% 1378
2022
Q2 		$9.62M Sell
153,911
-31,937
-17% -$2.43M 0.01% 1282
2022
Q1 		$16.8M Sell
185,848
-12,916
-6% -$1.08M 0.01% 1039
2021
Q4 		$16.7M Buy
198,764
+342
+0.2% +$25.3K 0.01% 1079
2021
Q3 		$12.3M Sell
198,422
-9,532
-5% -$580K 0.01% 1293
2021
Q2 		$11.4M Buy
207,954
+28,597
+16% +$1.47M 0.01% 1359
2021
Q1 		$8.27M Buy
179,357
+6,084
+4% +$261K 0.01% 1477
2020
Q4 		$7.33M Sell
173,273
-14,709
-8% -$644K 0.01% 1398
2020
Q3 		$8.34M Sell
187,982
-11,071
-6% -$438K 0.01% 1180
2020
Q2 		$7.04M Sell
199,053
-1,289
-0.6% -$39.9K 0.01% 1265
2020
Q1 		$5.05M Buy
200,342
+172,254
+613% +$7.54M 0.01% 1269
2019
Q4 		$1.26M Sell
28,088
-9,311
-25% -$439K ﹤0.01% 1798
2019
Q3 		$1.75M Buy
37,399
+1,454
+4% +$65K ﹤0.01% 1739
2019
Q2 		$1.49M Buy
35,945
+2,188
+6% +$85.5K ﹤0.01% 1775
2019
Q1 		$1.29M Buy
33,757
+628
+2% +$23.1K ﹤0.01% 1798
2018
Q4 		$1.16M Buy
+33,129
New +$1.15M ﹤0.01% 1793
2018
Q1 		– Sell
-198,126
Closed -$5.54M – 2231
2017
Q4 		$5.54M Sell
198,126
-128,795
-39% -$3.41M 0.01% 1531
2017
Q3 		$7.76M Buy
326,921
+26,487
+9% +$638K 0.01% 1389
2017
Q2 		$7.48M Buy
300,434
+92,818
+45% +$2.32M 0.01% 1395
2017
Q1 		$5.02M Buy
207,616
+90,773
+78% +$2.12M 0.01% 1533
2016
Q4 		$2.61M Buy
+116,843
New +$2.29M ﹤0.01% 1676

Other funds holding NXRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Principal Financial Group's NXRT Position: Q1 2026 in Review

Principal Financial Group increased its NexPoint Residential Trust (NXRT) stake by 2.1% in Q1 2026, buying an estimated $61.5K and bringing the position to 106,249 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Principal Financial Group first reported a position in NXRT in Q4 2016 and has held it in 35 quarters since. The position peaked at $16.8M in Q1 2022. 209 funds tracked by Wall St. Rank hold NXRT as of Q1 2026.

  • Principal Financial Group held 106,249 shares of NexPoint Residential Trust worth $2.66M as of Q1 2026.
  • Principal Financial Group bought 2,146 NexPoint Residential Trust shares in Q1 2026, an estimated $61.5K.
  • NexPoint Residential Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1789 holding.
  • Principal Financial Group first reported a position in NexPoint Residential Trust in Q4 2016 and has held it in 35 quarters since.
  • Principal Financial Group's NexPoint Residential Trust position peaked at $16.8M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.