Skip to main content

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, Q2 2023

Institutional positions in NexPoint Real Estate Finance, Inc. as of Jun 30, 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
54
−2 vs. Q1 2023
Shares held
11.8M
+394.9K (+3.5%) vs. Q1 2023
Total value
$184.1M
+$5.25M (+2.9%) vs. Q1 2023
New holders
3
23 more added
Sold out
5
18 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 54 institutions
Q1 2021: 29 institutionsQ2 2021: 37 institutionsQ3 2021: 41 institutionsQ4 2021: 47 institutionsQ1 2022: 57 institutionsQ2 2022: 71 institutionsQ3 2022: 55 institutionsQ4 2022: 60 institutionsQ1 2023: 56 institutionsQ2 2023: 54 institutionsQ3 2023: 60 institutionsQ4 2023: 60 institutionsQ1 2024: 62 institutionsQ2 2024: 65 institutionsQ3 2024: 69 institutionsQ4 2024: 77 institutionsQ1 2025: 75 institutionsQ2 2025: 76 institutionsQ3 2025: 76 institutionsQ4 2025: 79 institutionsQ1 2026: 86 institutionsQ2 2026: 77 institutions
Value heldQ2 2023: $184.1M
Q1 2021: $38.7MQ2 2021: $42.6MQ3 2021: $77.6MQ4 2021: $79.1MQ1 2022: $206.5MQ2 2022: $202.7MQ3 2022: $147.6MQ4 2022: $157.0MQ1 2023: $178.9MQ2 2023: $184.1MQ3 2023: $191.8MQ4 2023: $186.4MQ1 2024: $171.9MQ2 2024: $161.7MQ3 2024: $183.4MQ4 2024: $184.1MQ1 2025: $180.0MQ2 2025: $162.3MQ3 2025: $168.1MQ4 2025: $181.6MQ1 2026: $173.4MQ2 2026: $199.9M
Institutions holding NREF and their total value by quarter
QuarterHoldersValue
Q2 202677$199.9M
Q1 202686$173.4M
Q4 202579$181.6M
Q3 202576$168.1M
Q2 202576$162.3M
Q1 202575$180.0M
Q4 202477$184.1M
Q3 202469$183.4M
Q2 202465$161.7M
Q1 202462$171.9M
Q4 202360$186.4M
Q3 202360$191.8M
Q2 202354$184.1M
Q1 202356$178.9M
Q4 202260$157.0M
Q3 202255$147.6M
Q2 202271$202.7M
Q1 202257$206.5M
Q4 202147$79.1M
Q3 202141$77.6M
Q2 202137$42.6M
Q1 202129$38.7M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q1 2023.

Institutions holding NREF in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Highland Capital Management Fund Advisors, L.P.8,587,364$133.9M20.16%+350,000+4.2%Added
BlackRock Inc.630,190$9.82M0.00%+120,055+23.5%Added
Vanguard Group Inc411,362$6.41M0.00%−2,481−0.6%Reduced
Goldman Sachs Group Inc232,169$3.62M0.00%−11,567−4.7%Reduced
Raymond James & Associates226,545$3.53M0.00%−23,166−9.3%Reduced
Kennedy Capital Management, Inc.225,566$3.52M0.08%+548+0.2%Added
Geode Capital Management, LLC187,198$2.92M0.00%+28,946+18.3%Added
Raymond James Financial Services Advisors, Inc.184,747$2.88M0.01%−10,456−5.4%Reduced
State Street Corp141,676$2.21M0.00%+14,350+11.3%Added
Millennium Management LLC118,958$1.85M0.00%−19,662−14.2%Reduced
Morgan Stanley98,824$1.54M0.00%+60,202+155.9%Added
State of New Jersey Common Pension Fund D81,500$1.27M0.00%00.0%Unchanged
Acadian Asset Management LLC80,331$1.25M0.01%−103,819−56.4%Reduced
Northern Trust Corp70,962$1.11M0.00%+5,918+9.1%Added
Cambridge Investment Research Advisors, Inc.54,326$847.0K0.00%+6,634+13.9%Added
Bokf, NA49,631$773.7K0.02%+3,879+8.5%Added
Independent Financial Group, LLC49,150$766.2K0.05%−600−1.2%Reduced
Renaissance Technologies LLC42,200$658.0K0.00%−12,700−23.1%Reduced
Invesco Ltd.33,620$524.1K0.00%+3,382+11.2%Added
Nuveen Asset Management, LLC31,282$487.7K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP27,231$425.0K0.00%+27,231New
LPL Financial LLC26,512$413.3K0.00%+6,975+35.7%Added
Bank of New York Mellon Corp24,690$384.9K0.00%−786−3.1%Reduced
Charles Schwab Investment Management Inc24,144$376.4K0.00%+2,817+13.2%Added
CI Private Wealth, LLC17,794$277.4K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.16,611$259.0K0.00%+1,249+8.1%Added
Stifel Financial Corp15,265$238.0K0.00%−11,000−41.9%Reduced
HighTower Advisors, LLC14,018$218.0K0.00%+833+6.3%Added
Rhumbline Advisers12,674$197.6K0.00%+487+4.0%Added
First Foundation Advisors10,987$171.3K0.01%00.0%Unchanged
Emerald Mutual Fund Advisers Trust9,106$142.0K0.01%+9,106New
Bank of America Corp7,463$116.3K0.00%−2,996−28.6%Reduced
Advisor Group Holdings, Inc.7,000$109.1K0.00%00.0%Unchanged
JPMorgan Chase & Co6,450$100.6K0.00%+275+4.5%Added
New York State Common Retirement Fund5,471$85.3K0.00%00.0%Unchanged
Royal Bank of Canada5,243$81.0K0.00%−4,106−43.9%Reduced
Barclays PLC4,774$74.4K0.00%+622+15.0%Added
Deutsche Bank AG4,693$73.2K0.00%−118−2.5%Reduced
UBS Group AG4,578$71.4K0.00%+1,811+65.4%Added
Nisa Investment Advisors, LLC4,497$70.1K0.00%00.0%Unchanged
American International Group, Inc.3,884$60.6K0.00%+6+0.2%Added
Wells Fargo & Company3,422$53.4K0.00%+1,661+94.3%Added
Allspring Global Investments Holdings, LLC2,723$42.5K0.00%−64−2.3%Reduced
California State Teachers Retirement System2,684$41.8K0.00%−303−10.1%Reduced
Citigroup Inc2,448$38.2K0.00%+2,432+15,200.0%Added
STRS Ohio1,800$28.0K0.00%−3,600−66.7%Reduced
The PNC Financial Services Group, Inc.1,072$16.7K0.00%+1,072New
Amalgamated Bank823$13.0K0.00%00.0%Unchanged
Legal & General Group Plc816$12.7K0.00%+174+27.1%Added
FMR LLC692$10.8K0.00%−98−12.4%Reduced
Ameritas Investment Partners, Inc.588$9.17K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)551$8.59K0.00%+196+55.2%Added
Oliver Lagore Vanvalin Investment Group500$7.79K0.00%00.0%Unchanged
Covestor Ltd58$1.00K0.00%−41−41.4%Reduced
LVZ Advisors, Inc.0$00.00%−38,326−100.0%Sold out
MetLife Investment Management0$00.00%−4,297−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3,259−100.0%Sold out
Huntington National Bank0$00.00%−2,000−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−507−100.0%Sold out