RFP
NXRT

Root Financial Partners’s NexPoint Residential Trust NXRT Stock Holding History

Root Financial Partners’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 		– Sell
-49
Closed -$1.23K – 2258
2026
Q1 		$1.23K Buy
+49
New +$1.41K ﹤0.01% 2526

Other funds holding NXRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's NXRT Position: Q2 2026 in Review

Root Financial Partners sold out of NexPoint Residential Trust (NXRT) in Q2 2026, closing a stake of 49 shares — an estimated $1.23K sold.

Root Financial Partners first reported a position in NXRT in Q1 2026 and held it in 1 quarter. The position peaked at $1.23K in Q1 2026. 231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

  • Root Financial Partners reported no remaining NexPoint Residential Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 NexPoint Residential Trust shares in Q2 2026, an estimated $1.23K.
  • Root Financial Partners first reported a position in NexPoint Residential Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's NexPoint Residential Trust position peaked at $1.23K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.