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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 2024

Institutional positions in NexPoint Real Estate Finance, Inc. as of Mar 31, 2024. 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
62
+2 vs. Q4 2023
Shares held
12.0M
+143.7K (+1.2%) vs. Q4 2023
Total value
$171.9M
−$14.4M (−7.8%) vs. Q4 2023
New holders
9
17 more added
Sold out
7
26 more reduced

Compare with Q4 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 holdersQ1 2024: 62 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 heldQ1 2024: $171.9M
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, Q1 2024

Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q4 2023.

Institutions holding NREF in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Highland Capital Management Fund Advisors, L.P.8,587,364$123.3M18.95%00.0%Unchanged
BlackRock Inc.619,261$8.89M0.00%−190.0%Reduced
Vanguard Group Inc426,355$6.12M0.00%+3,419+0.8%Added
Morgan Stanley383,526$5.51M0.00%+147,590+62.6%Added
Raymond James & Associates292,249$4.20M0.00%+56,162+23.8%Added
Kennedy Capital Management, Inc.232,623$3.34M0.07%−17,607−7.0%Reduced
Geode Capital Management, LLC195,567$2.81M0.00%+9,033+4.8%Added
State Street Corp149,792$2.15M0.00%+7,450+5.2%Added
Millennium Management LLC143,492$2.06M0.00%−8,017−5.3%Reduced
Raymond James Financial Services Advisors, Inc.133,262$1.91M0.00%−1,796−1.3%Reduced
Cambridge Investment Research Advisors, Inc.118,239$1.70M0.01%+51,966+78.4%Added
Acadian Asset Management LLC85,569$1.23M0.00%−51,691−37.7%Reduced
Northern Trust Corp66,006$947.8K0.00%−5,153−7.2%Reduced
Bokf, NA62,876$845.7K0.02%+2,253+3.7%Added
Wedbush Securities Inc38,981$560.0K0.02%+38,981New
JPMorgan Chase & Co35,558$510.6K0.00%+14,540+69.2%Added
Berkeley Capital Partners, LLC32,199$462.4K0.14%+32,199New
LPL Financial LLC28,324$406.7K0.00%+8,654+44.0%Added
Renaissance Technologies LLC24,700$355.0K0.00%−6,000−19.5%Reduced
Charles Schwab Investment Management Inc24,144$346.7K0.00%00.0%Unchanged
Bank of New York Mellon Corp23,299$334.6K0.00%−1,826−7.3%Reduced
Independent Financial Group, LLC18,150$260.6K0.01%−6,000−24.8%Reduced
Citadel Advisors LLC17,565$252.2K0.00%+17,537+62,632.1%Added
CI Private Wealth, LLC17,160$246.4K0.00%−629−3.5%Reduced
Bank of America Corp16,170$232.2K0.00%−1,915−10.6%Reduced
HighTower Advisors, LLC15,898$228.0K0.00%+1,880+13.4%Added
Coastal Investment Advisors, Inc.15,630$224.4K0.05%+15,630New
Goldman Sachs Group Inc15,600$224.0K0.00%+15,600New
Atria Wealth Solutions, Inc.14,708$211.2K0.00%−2,059−12.3%Reduced
Invesco Ltd.14,675$210.7K0.00%−13,344−47.6%Reduced
HSBC Holdings PLC13,637$195.8K0.00%+2,517+22.6%Added
Nuveen Asset Management, LLC12,964$186.2K0.00%00.0%Unchanged
Barclays PLC12,917$185.5K0.00%−5,488−29.8%Reduced
Stifel Financial Corp12,760$183.2K0.00%−2,134−14.3%Reduced
Rhumbline Advisers12,320$176.9K0.00%−30−0.2%Reduced
First Foundation Advisors10,738$154.2K0.01%00.0%Unchanged
UBS Group AG8,004$114.9K0.00%−860−9.7%Reduced
Advisor Group Holdings, Inc.7,100$102.0K0.00%+300+4.4%Added
Nisa Investment Advisors, LLC6,247$89.7K0.00%−5−0.1%Reduced
Deutsche Bank AG6,089$87.4K0.00%00.0%Unchanged
New York State Common Retirement Fund5,873$84.3K0.00%+407+7.4%Added
American International Group, Inc.3,976$57.1K0.00%−35−0.9%Reduced
Credit Agricole S A4,000$52.0K0.00%00.0%Unchanged
Wells Fargo & Company2,858$41.0K0.00%+364+14.6%Added
STRS Ohio1,700$24.0K0.00%−100−5.6%Reduced
Citigroup Inc1,581$22.7K0.00%+390+32.7%Added
California State Teachers Retirement System811$11.6K0.00%−517−38.9%Reduced
FMR LLC712$10.2K0.00%−59−7.7%Reduced
Ameritas Investment Partners, Inc.588$8.44K0.00%00.0%Unchanged
Legal & General Group Plc573$8.23K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group500$7.18K0.00%00.0%Unchanged
Harbour Investments, Inc.300$4.31K0.00%+300New
Amalgamated Bank272$4.00K0.00%−470−63.3%Reduced
Catalyst Funds Management Pty Ltd210$3.02K0.00%+210New
Royal Bank of Canada185$3.00K0.00%−3,672−95.2%Reduced
Tower Research Capital LLC (TRC)208$2.99K0.00%−418−66.8%Reduced
The PNC Financial Services Group, Inc.122$1.75K0.00%00.0%Unchanged
Russell Investments Group, Ltd.39$5600.00%+39New
Cornerstone Planning Group LLC39$5160.00%+39New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9$1290.00%+9New
Simplex Trading, LLC43$00.00%−1,281−96.8%Reduced
Covestor Ltd3$00.00%+1+50.0%Added
State of New Jersey Common Pension Fund D0$00.00%−81,500−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−57,183−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−6,537−100.0%Sold out
MetLife Investment Management0$00.00%−4,339−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,573−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−466−100.0%Sold out
GAMMA Investing LLC0$00.00%−20−100.0%Sold out