NexPoint Residential Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:5O4 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
28 Jun 24	Sell€73,545	Brian Mitts	Individual		2,000	€36.77
02 May 24	Sell€160,067	Brian Mitts	Individual		5,000	€32.01

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 5O4?
Owner Type	Number of Shares	Ownership Percentage
State or Government	10,167	0.04%
General Public	1,872,697	7.37%
Individual Insiders	3,241,318	12.8%
Institutions	20,279,355	79.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.76% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.5%	BlackRock, Inc.	4,688,896	€175.0m	0.83%	no data
10%	The Vanguard Group, Inc.	2,541,768	€94.8m	-1.86%	no data
9.83%	James Dondero	2,497,510	€93.2m	0%	no data
5.28%	State Street Global Advisors, Inc.	1,341,597	€50.1m	1.47%	no data
4.59%	NexPoint Advisors, L.P.	1,167,279	€43.6m	199%	35.33%
3.58%	Copeland Capital Management, LLC	909,758	€33.9m	0.9%	0.68%
2.57%	Starwood Capital Operations, LLC	653,347	€24.4m	0%	2.73%
2.22%	Geode Capital Management, LLC	564,582	€21.1m	-2%	no data
1.72%	Northern Trust Global Investments	435,981	€16.3m	18.6%	no data
1.69%	Goldman Sachs Asset Management, L.P.	429,095	€16.0m	-20.5%	no data
1.56%	Highland Capital Management, L.P.	395,474	€14.8m	1.03%	3.19%
1.52%	Matthew McGraner	385,482	€14.4m	0%	no data
1.38%	RREEF America L.L.C.	350,783	€13.1m	-0.43%	0.08%
1.34%	Dimensional Fund Advisors LP	341,473	€12.7m	-1.1%	no data
1.33%	Charles Schwab Investment Management, Inc.	338,512	€12.6m	1.75%	no data
1.12%	Millennium Management LLC	284,292	€10.6m	194%	0.01%
0.87%	BNY Asset Management	221,219	€8.3m	2.61%	no data
0.81%	Morgan Stanley, Investment Banking and Brokerage Investments	205,093	€7.7m	-32.1%	no data
0.78%	Russell Investment Management, LLC	198,678	€7.4m	14.7%	0.01%
0.73%	Eaton Vance Management	185,188	€6.9m	-3.23%	no data
0.7%	Foundry Partners, LLC	179,035	€6.7m	24.3%	0.35%
0.68%	ProShare Advisors LLC	173,395	€6.5m	-45.7%	0.02%
0.68%	Invesco Capital Management LLC	173,222	€6.5m	4.72%	no data
0.67%	New Jersey Division of Investment	169,183	€6.3m	-1.54%	0.02%
0.64%	UBS Asset Management AG	161,505	€6.0m	2.29%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/20 10:32
End of Day Share Price	2025/02/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

NexPoint Residential Trust, Inc. is covered by 21 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Amanda Sweitzer	Baird
Merrill Ross	Boenning & Scattergood, Inc.
Gaurav Mehta	B. Riley Securities, Inc.