Root Financial Partners
NXRT icon

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
Q3 		$527 Buy
+27
New +$661 ﹤0.01% 3210
2026
Q2 		– Sell
-49
Closed -$1.22K – 2258
2026
Q1 		$1.22K Buy
+49
New +$1.4K ﹤0.01% 2526

Other funds holding NXRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TMB Capital Partners
TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Narwhal Capital Management
Narwhal Capital Management Marietta, Georgia $1.49B AUM 20.87% 1-Year Est. Return

Root Financial Partners's NXRT Position: Q3 2026 in Review

Root Financial Partners opened a new position in NexPoint Residential Trust (NXRT) in Q3 2026: 27 shares worth $527. The stake represents ﹤0.01% of the portfolio and ranks #3210 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NXRT as recently as Q1 2026.

Root Financial Partners first reported a position in NXRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.22K in Q1 2026. 95 funds tracked by Wall St. Rank hold NXRT as of Q3 2026.

  • Root Financial Partners held 27 shares of NexPoint Residential Trust worth $527 as of Q3 2026.
  • NexPoint Residential Trust was a new Root Financial Partners position in Q3 2026.
  • NexPoint Residential Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3210 holding.
  • Root Financial Partners first reported a position in NexPoint Residential Trust in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's NexPoint Residential Trust position peaked at $1.22K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.