NexPoint Real Estate Finance, Inc.
NREF- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001786248
No open-market purchases or sales by NexPoint Real Estate Finance, Inc. insiders were filed in the last 90 days; 77 institutions reported holding it in 13F filings for Q2 2026, worth $199.9M in total; no superinvestor holds it.
Other share classesNREF.PA
13F holders, Q1 2023
Institutional positions in NexPoint Real Estate Finance, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 56
- −2 vs. Q4 2022
- Shares held
- 11.4M
- +1.68M (+17.3%) vs. Q4 2022
- Total value
- $178.8M
- +$24.2M (+15.6%) vs. Q4 2022
- New holders
- 4
- 20 more added
- Sold out
- 6
- 21 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NREF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 77 | $199.9M |
| Q1 2026 | 86 | $173.4M |
| Q4 2025 | 79 | $181.6M |
| Q3 2025 | 76 | $168.1M |
| Q2 2025 | 76 | $162.3M |
| Q1 2025 | 75 | $180.0M |
| Q4 2024 | 77 | $184.1M |
| Q3 2024 | 69 | $183.3M |
| Q2 2024 | 65 | $161.7M |
| Q1 2024 | 62 | $168.0M |
| Q4 2023 | 60 | $184.3M |
| Q3 2023 | 60 | $191.8M |
| Q2 2023 | 54 | $184.1M |
| Q1 2023 | 56 | $178.8M |
| Q4 2022 | 60 | $157.0M |
| Q3 2022 | 55 | $147.6M |
| Q2 2022 | 71 | $202.7M |
| Q1 2022 | 57 | $206.5M |
| Q4 2021 | 47 | $79.1M |
| Q3 2021 | 41 | $77.6M |
| Q2 2021 | 37 | $42.6M |
| Q1 2021 | 29 | $38.7M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 16 | $251 | 0.00% | −39−70.9% | Reduced |
| Covestor Ltd | 99 | $2.00K | 0.00% | −117−54.2% | Reduced |
| Tower Research Capital LLC (TRC) | 355 | $6.00K | 0.00% | −958−73.0% | Reduced |
| FMR LLC | 395 | $6.18K | 0.00% | +320+426.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 500 | $7.83K | 0.00% | +500 | New |
| Metropolitan Life Insurance Co | 507 | $7.95K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 588 | $9.21K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 642 | $10.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 823 | $13.0K | 0.00% | −170−17.1% | Reduced |
| Wells Fargo & Company | 1,761 | $27.6K | 0.00% | +1,194+210.6% | Added |
| STRS Ohio | 1,800 | $28.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,000 | $31.3K | 0.00% | +2,000 | New |
| UBS Group AG | 2,767 | $43.4K | 0.00% | −1,441−34.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,787 | $43.7K | 0.00% | −349−11.1% | Reduced |
| California State Teachers Retirement System | 2,987 | $46.8K | 0.00% | −221−6.9% | Reduced |
| Advisory Services Network, LLC | 3,259 | $51.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,878 | $60.8K | 0.00% | +77+2.0% | Added |
| Barclays PLC | 4,152 | $65.1K | 0.00% | +1,994+92.4% | Added |
| MetLife Investment Management | 4,297 | $67.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,497 | $70.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,811 | $75.4K | 0.00% | +1,567+48.3% | Added |
| New York State Common Retirement Fund | 5,471 | $85.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,175 | $96.0K | 0.00% | +1,607+35.2% | Added |
| Advisor Group Holdings, Inc. | 7,000 | $109.7K | 0.00% | −700−9.1% | Reduced |
| Royal Bank of Canada | 9,349 | $147.0K | 0.00% | −1,037−10.0% | Reduced |
| Bank of America Corp | 10,459 | $163.9K | 0.00% | +4,239+68.2% | Added |
| First Foundation Advisors | 10,987 | $172.2K | 0.01% | +10,987 | New |
| Rhumbline Advisers | 12,187 | $191.0K | 0.00% | −8−0.1% | Reduced |
| HighTower Advisors, LLC | 13,185 | $206.0K | 0.00% | +2,296+21.1% | Added |
| Atria Wealth Solutions, Inc. | 15,362 | $240.7K | 0.00% | +15,362 | New |
| CI Private Wealth, LLC | 17,794 | $278.8K | 0.00% | −635−3.4% | Reduced |
| LPL Financial LLC | 19,537 | $306.1K | 0.00% | +6,777+53.1% | Added |
| Charles Schwab Investment Management Inc | 21,327 | $334.2K | 0.00% | −108−0.5% | Reduced |
| Bank of New York Mellon Corp | 25,476 | $399.2K | 0.00% | −831−3.2% | Reduced |
| Stifel Financial Corp | 26,265 | $411.6K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 30,238 | $473.8K | 0.00% | −18,536−38.0% | Reduced |
| Nuveen Asset Management, LLC | 31,282 | $490.0K | 0.00% | −2,109−6.3% | Reduced |
| LVZ Advisors, Inc. | 38,326 | $600.6K | 0.09% | +6,621+20.9% | Added |
| Morgan Stanley | 38,622 | $605.2K | 0.00% | +6,957+22.0% | Added |
| Bokf, NA | 45,752 | $716.9K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 47,692 | $747.0K | 0.00% | +384+0.8% | Added |
| Independent Financial Group, LLC | 49,750 | $779.6K | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 54,900 | $860.0K | 0.00% | −5,200−8.7% | Reduced |
| Northern Trust Corp | 65,044 | $1.02M | 0.00% | −271−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 81,500 | $1.28M | 0.00% | −10,000−10.9% | Reduced |
| State Street Corp | 127,326 | $2.00M | 0.00% | +4,177+3.4% | Added |
| Millennium Management LLC | 138,620 | $2.17M | 0.00% | +3,171+2.3% | Added |
| Geode Capital Management, LLC | 158,252 | $2.48M | 0.00% | +9,313+6.3% | Added |
| Acadian Asset Management LLC | 184,150 | $2.88M | 0.01% | −77,510−29.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 195,203 | $3.06M | 0.01% | +8,701+4.7% | Added |
| Kennedy Capital Management, Inc. | 225,018 | $3.53M | 0.10% | −23,472−9.4% | Reduced |
| Goldman Sachs Group Inc | 243,736 | $3.82M | 0.00% | +1,099+0.5% | Added |
| Raymond James & Associates | 249,711 | $3.91M | 0.00% | +2,711+1.1% | Added |
| Vanguard Group Inc | 413,843 | $6.48M | 0.00% | +28,945+7.5% | Added |
| BlackRock Inc. | 510,135 | $7.99M | 0.00% | −10,073−1.9% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 8,237,364 | $129.1M | 14.15% | +1,779,153+27.5% | Added |
| 1776 Wealth LLC | 0 | $0 | 0.00% | −41,258−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,558−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,623−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,899−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Monarch Partners Asset Management LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |