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 2025
Institutional positions in NexPoint Real Estate Finance, Inc. as of Mar 31, 2025. 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
- 75
- +1 vs. Q4 2024
- Shares held
- 11.8M
- +57.2K (+0.5%) vs. Q4 2024
- Total value
- $180.0M
- −$3.86M (−2.1%) vs. Q4 2024
- New holders
- 10
- 25 more added
- Sold out
- 9
- 25 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 4 | $62 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 10 | $153 | 0.00% | −69−87.3% | Reduced |
| Massmutual Trust Co FSB | 17 | $260 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35 | $535 | 0.00% | −69−66.3% | Reduced |
| Coldstream Capital Management Inc | 38 | $582 | 0.00% | +38 | New |
| The PNC Financial Services Group, Inc. | 122 | $1.86K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 111 | $2.00K | 0.00% | +10+9.9% | Added |
| Sterling Capital Management LLC | 147 | $2.25K | 0.00% | −131−47.1% | Reduced |
| Covestor Ltd | 212 | $3.00K | 0.00% | +171+417.1% | Added |
| Private Wealth Management Group, LLC | 243 | $3.72K | 0.00% | +3+1.3% | Added |
| Amalgamated Bank | 272 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 292 | $4.00K | 0.00% | +69+30.9% | Added |
| Harbour Investments, Inc. | 300 | $4.59K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 554 | $8.47K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 573 | $8.76K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 588 | $8.99K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 592 | $9.05K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 733 | $11.2K | 0.00% | −581−44.2% | Reduced |
| BNP Paribas Arbitrage, SA | 761 | $11.6K | 0.00% | −243−24.2% | Reduced |
| Legacy Wealth Managment, LLC | 1,000 | $15.3K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,048 | $16.0K | 0.00% | −95−8.3% | Reduced |
| Arlington Trust Co LLC | 1,500 | $22.9K | 0.00% | +1,500 | New |
| STRS Ohio | 1,700 | $26.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,830 | $58.6K | 0.00% | −932−19.6% | Reduced |
| Credit Agricole S A | 4,000 | $61.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,006 | $61.3K | 0.00% | −59−1.5% | Reduced |
| MetLife Investment Management | 4,852 | $74.2K | 0.00% | +4,852 | New |
| Wells Fargo & Company | 4,909 | $75.1K | 0.00% | +108+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,949 | $75.7K | 0.00% | +234+5.0% | Added |
| UBS Group AG | 5,223 | $79.9K | 0.00% | +711+15.8% | Added |
| New York State Common Retirement Fund | 5,468 | $83.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,737 | $87.7K | 0.00% | −621−9.8% | Reduced |
| Citigroup Inc | 5,982 | $91.5K | 0.00% | −482−7.5% | Reduced |
| Royal Bank of Canada | 6,170 | $94.0K | 0.00% | +3,119+102.2% | Added |
| JPMorgan Chase & Co | 7,311 | $111.8K | 0.00% | −2,338−24.2% | Reduced |
| Acadian Asset Management LLC | 8,170 | $124.0K | 0.00% | −1,463−15.2% | Reduced |
| Alliancebernstein L.P. | 10,040 | $153.5K | 0.00% | −350−3.4% | Reduced |
| Copley Financial Group, Inc. | 11,051 | $169.0K | 0.13% | +11,051 | New |
| Atria Wealth Solutions, Inc. | 11,736 | $179.4K | 0.00% | −345−2.9% | Reduced |
| Rhumbline Advisers | 12,097 | $185.0K | 0.00% | −459−3.7% | Reduced |
| Susquehanna International Group, LLP | 13,865 | $212.0K | 0.00% | +13,865 | New |
| Qube Research & Technologies Ltd | 15,281 | $233.6K | 0.00% | +15,281 | New |
| Corton Capital Inc. | 15,675 | $239.7K | 0.79% | −7,908−33.5% | Reduced |
| HSBC Holdings PLC | 15,765 | $243.7K | 0.00% | +636+4.2% | Added |
| Advisor Group Holdings, Inc. | 16,253 | $248.5K | 0.00% | +14,773+998.2% | Added |
| Citadel Advisors LLC | 16,612 | $254.0K | 0.00% | −9,139−35.5% | Reduced |
| Bank of New York Mellon Corp | 17,560 | $268.5K | 0.00% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 17,697 | $270.6K | 0.27% | +535+3.1% | Added |
| Concorde Asset Management, LLC | 21,728 | $288.1K | 0.16% | +5,878+37.1% | Added |
| Barclays PLC | 19,259 | $294.5K | 0.00% | −4,086−17.5% | Reduced |
| HighTower Advisors, LLC | 22,615 | $345.8K | 0.00% | +3,871+20.7% | Added |
| Bank of America Corp | 23,195 | $354.7K | 0.00% | −3,259−12.3% | Reduced |
| Two Sigma Investments, LP | 24,947 | $381.4K | 0.00% | +11,568+86.5% | Added |
| Charles Schwab Investment Management Inc | 26,310 | $402.3K | 0.00% | +20.0% | Added |
| LPL Financial LLC | 29,211 | $446.6K | 0.00% | −1,882−6.1% | Reduced |
| Berkeley Capital Partners, LLC | 38,971 | $595.9K | 0.16% | +1,084+2.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 39,639 | $606.1K | 0.50% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 42,920 | $656.2K | 0.00% | +6,049+16.4% | Added |
| Independent Financial Group, LLC | 47,772 | $730.4K | 0.03% | +47,772 | New |
| Marshall Wace, LLP | 53,661 | $820.5K | 0.00% | +17,467+48.3% | Added |
| Ritholtz Wealth Management | 54,521 | $833.6K | 0.02% | +54,521 | New |
| 1776 Wealth LLC | 61,939 | $947.0K | 0.44% | +1,000+1.6% | Added |
| Penserra Capital Management LLC | 65,343 | $999.0K | 0.02% | +11,286+20.9% | Added |
| Northern Trust Corp | 65,783 | $1.01M | 0.00% | −3,838−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 81,794 | $1.25M | 0.00% | −40,965−33.4% | Reduced |
| Wedbush Securities Inc | 83,897 | $1.28M | 0.05% | +13,051+18.4% | Added |
| O'Shaughnessy Asset Management, LLC | 97,482 | $1.49M | 0.01% | +97,482 | New |
| Morgan Stanley | 124,287 | $1.90M | 0.00% | +5,927+5.0% | Added |
| State Street Corp | 155,361 | $2.38M | 0.00% | +640+0.4% | Added |
| Millennium Management LLC | 166,049 | $2.54M | 0.00% | −34,037−17.0% | Reduced |
| Geode Capital Management, LLC | 199,594 | $3.05M | 0.00% | +7,303+3.8% | Added |
| Raymond James Financial Inc | 297,411 | $4.55M | 0.00% | −34,511−10.4% | Reduced |
| Vanguard Group Inc | 435,310 | $6.66M | 0.00% | −756−0.2% | Reduced |
| BlackRock, Inc. | 656,887 | $10.0M | 0.00% | +12,023+1.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 8,587,364 | $131.3M | 12.46% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −80,913−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,274−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −15,012−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −12,343−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |