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 2025
Institutional positions in NexPoint Real Estate Finance, Inc. as of Jun 30, 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
- 76
- +3 vs. Q1 2025
- Shares held
- 11.8M
- +20.2K (+0.2%) vs. Q1 2025
- Total value
- $162.3M
- −$17.4M (−9.7%) vs. Q1 2025
- New holders
- 12
- 31 more added
- Sold out
- 9
- 24 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $183.4M |
| Q2 2024 | 65 | $161.7M |
| Q1 2024 | 62 | $171.9M |
| Q4 2023 | 60 | $186.4M |
| Q3 2023 | 60 | $191.8M |
| Q2 2023 | 54 | $184.1M |
| Q1 2023 | 56 | $178.9M |
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highland Capital Management Fund Advisors, L.P. | 8,587,364 | $118.4M | 11.29% | 00.0% | Unchanged |
| BlackRock, Inc. | 623,471 | $8.60M | 0.00% | −33,416−5.1% | Reduced |
| Vanguard Group Inc | 434,836 | $6.00M | 0.00% | −474−0.1% | Reduced |
| Raymond James Financial Inc | 305,287 | $4.21M | 0.00% | +7,876+2.6% | Added |
| Geode Capital Management, LLC | 201,310 | $2.78M | 0.00% | +1,716+0.9% | Added |
| State Street Corp | 162,161 | $2.24M | 0.00% | +6,800+4.4% | Added |
| Morgan Stanley | 158,351 | $2.18M | 0.00% | +34,064+27.4% | Added |
| Millennium Management LLC | 145,581 | $2.01M | 0.00% | −20,468−12.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 94,848 | $1.31M | 0.01% | −2,634−2.7% | Reduced |
| Wedbush Securities Inc | 76,917 | $1.06M | 0.04% | −6,980−8.3% | Reduced |
| 1776 Wealth LLC | 69,154 | $953.6K | 0.39% | +7,215+11.6% | Added |
| Penserra Capital Management LLC | 68,843 | $949.0K | 0.01% | +3,500+5.4% | Added |
| Northern Trust Corp | 62,678 | $864.3K | 0.00% | −3,105−4.7% | Reduced |
| Marshall Wace, LLP | 56,732 | $782.3K | 0.00% | +3,071+5.7% | Added |
| Ritholtz Wealth Management | 56,632 | $780.9K | 0.02% | +2,111+3.9% | Added |
| Independent Financial Group, LLC | 53,608 | $739.3K | 0.02% | +5,836+12.2% | Added |
| Goldman Sachs Group Inc | 44,235 | $610.0K | 0.00% | +1,315+3.1% | Added |
| Summit Asset Management, LLC | 40,083 | $552.7K | 0.09% | +40,083 | New |
| Berkeley Capital Partners, LLC | 39,929 | $550.6K | 0.14% | +958+2.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 39,639 | $546.6K | 0.44% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 37,938 | $523.0K | 0.00% | −43,856−53.6% | Reduced |
| Copley Financial Group, Inc. | 37,916 | $522.9K | 0.39% | +26,865+243.1% | Added |
| LPL Financial LLC | 28,092 | $387.4K | 0.00% | −1,119−3.8% | Reduced |
| HighTower Advisors, LLC | 24,669 | $340.2K | 0.00% | +2,054+9.1% | Added |
| Charles Schwab Investment Management Inc | 23,982 | $330.7K | 0.00% | −2,328−8.8% | Reduced |
| Barclays PLC | 23,499 | $324.1K | 0.00% | +4,240+22.0% | Added |
| Bank of America Corp | 21,898 | $302.0K | 0.00% | −1,297−5.6% | Reduced |
| Two Sigma Investments, LP | 19,735 | $272.1K | 0.00% | −5,212−20.9% | Reduced |
| Navis Wealth Advisors, LLC | 18,330 | $252.8K | 0.21% | +633+3.6% | Added |
| Bank of New York Mellon Corp | 18,256 | $251.8K | 0.00% | +696+4.0% | Added |
| PFG Investments, LLC | 17,977 | $247.9K | 0.01% | +17,977 | New |
| Corton Capital Inc. | 17,104 | $235.9K | 0.27% | +1,429+9.1% | Added |
| Advisor Group Holdings, Inc. | 15,052 | $207.6K | 0.00% | −1,201−7.4% | Reduced |
| HSBC Holdings PLC | 14,241 | $197.8K | 0.00% | −1,524−9.7% | Reduced |
| Russell Investments Group, Ltd. | 13,043 | $179.9K | 0.00% | +7,306+127.3% | Added |
| Rhumbline Advisers | 12,705 | $175.2K | 0.00% | +608+5.0% | Added |
| Kapitalo Investimentos Ltda | 12,496 | $172.3K | 0.04% | +12,496 | New |
| Alliancebernstein L.P. | 12,440 | $171.5K | 0.00% | +2,400+23.9% | Added |
| Atria Wealth Solutions, Inc. | 11,674 | $161.0K | 0.00% | −62−0.5% | Reduced |
| Susquehanna International Group, LLP | 11,273 | $155.5K | 0.00% | −2,592−18.7% | Reduced |
| Royal Bank of Canada | 9,272 | $128.0K | 0.00% | +3,102+50.3% | Added |
| JPMorgan Chase & Co | 7,132 | $98.3K | 0.00% | −179−2.4% | Reduced |
| New York State Common Retirement Fund | 5,468 | $75.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,907 | $67.7K | 0.00% | −20.0% | Reduced |
| Acadian Asset Management LLC | 4,348 | $59.0K | 0.00% | −3,822−46.8% | Reduced |
| UBS Group AG | 3,192 | $44.0K | 0.00% | −2,031−38.9% | Reduced |
| Citigroup Inc | 2,877 | $39.7K | 0.00% | −3,105−51.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,792 | $38.5K | 0.00% | −1,038−27.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,493 | $34.4K | 0.00% | +1,760+240.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,846 | $25.5K | 0.00% | +1,846 | New |
| Legacy Wealth Managment, LLC | 1,774 | $24.5K | 0.01% | +774+77.4% | Added |
| Legacy Investment Solutions, LLC | 1,774 | $24.5K | 0.01% | +1,774 | New |
| Simplex Trading, LLC | 1,790 | $24.0K | 0.00% | +1,790 | New |
| STRS Ohio | 1,700 | $23.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,107 | $15.3K | 0.00% | +346+45.5% | Added |
| FMR LLC | 1,065 | $14.7K | 0.00% | +17+1.6% | Added |
| Legal & General Group Plc | 717 | $9.89K | 0.00% | +144+25.1% | Added |
| Ameritas Advisory Services, LLC | 600 | $8.27K | 0.00% | +600 | New |
| California State Teachers Retirement System | 592 | $8.16K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 588 | $8.11K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $7.64K | 0.00% | +500 | New |
| Transce3nd, LLC | 554 | $7.64K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $4.14K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 272 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 322 | $4.00K | 0.00% | +211+190.1% | Added |
| Sterling Capital Management LLC | 231 | $3.19K | 0.00% | +84+57.1% | Added |
| Harbor Capital Advisors, Inc. | 221 | $3.00K | 0.00% | −71−24.3% | Reduced |
| EverSource Wealth Advisors, LLC | 113 | $1.56K | 0.00% | +103+1,030.0% | Added |
| Covestor Ltd | 39 | $1.00K | 0.00% | −173−81.6% | Reduced |
| UMA Financial Services, Inc. | 68 | $938 | 0.00% | +68 | New |
| GAMMA Investing LLC | 56 | $772 | 0.00% | +21+60.0% | Added |
| Massmutual Trust Co FSB | 49 | $676 | 0.00% | +32+188.2% | Added |
| IFP Advisors, Inc | 27 | $428 | 0.00% | +27 | New |
| Essential Partners LLC | 5 | $69 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $42 | 0.00% | −1−25.0% | Reduced |
| Allworth Financial LP | 2 | $28 | 0.00% | +2 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,612−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,281−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −4,949−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −4,852−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Concorde Asset Management, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |