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
- +15.5K (+0.1%) vs. Q1 2025
- Total value
- $162.3M
- −$17.4M (−9.7%) vs. Q1 2025
- New holders
- 12
- 30 more added
- Sold out
- 9
- 25 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 | $183.3M |
| 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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 2 | $28 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $42 | 0.00% | −1−25.0% | Reduced |
| Essential Partners LLC | 5 | $69 | 0.00% | +5 | New |
| IFP Advisors, Inc | 27 | $428 | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 49 | $676 | 0.00% | +32+188.2% | Added |
| GAMMA Investing LLC | 56 | $772 | 0.00% | +21+60.0% | Added |
| UMA Financial Services, Inc. | 68 | $938 | 0.00% | +68 | New |
| Covestor Ltd | 39 | $1.00K | 0.00% | −173−81.6% | Reduced |
| EverSource Wealth Advisors, LLC | 113 | $1.56K | 0.00% | +103+1,030.0% | Added |
| Harbor Capital Advisors, Inc. | 221 | $3.00K | 0.00% | −71−24.3% | Reduced |
| Sterling Capital Management LLC | 231 | $3.19K | 0.00% | +84+57.1% | Added |
| Amalgamated Bank | 272 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 322 | $4.00K | 0.00% | +211+190.1% | Added |
| Harbour Investments, Inc. | 300 | $4.14K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 554 | $7.64K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $7.64K | 0.00% | +500 | New |
| Ameritas Investment Partners, Inc. | 588 | $8.11K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 592 | $8.16K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 600 | $8.27K | 0.00% | +600 | New |
| Legal & General Group Plc | 717 | $9.89K | 0.00% | +144+25.1% | Added |
| FMR LLC | 1,065 | $14.7K | 0.00% | +17+1.6% | Added |
| BNP Paribas Arbitrage, SA | 1,107 | $15.3K | 0.00% | +346+45.5% | Added |
| STRS Ohio | 1,700 | $23.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,790 | $24.0K | 0.00% | +1,790 | 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 |
| Police & Firemen's Retirement System of New Jersey | 1,846 | $25.5K | 0.00% | +1,846 | New |
| Tower Research Capital LLC (TRC) | 2,493 | $34.4K | 0.00% | +1,760+240.1% | Added |
| Nisa Investment Advisors, LLC | 2,792 | $38.5K | 0.00% | −1,038−27.1% | Reduced |
| Citigroup Inc | 2,877 | $39.7K | 0.00% | −3,105−51.9% | Reduced |
| UBS Group AG | 3,192 | $44.0K | 0.00% | −2,031−38.9% | Reduced |
| Acadian Asset Management LLC | 4,348 | $59.0K | 0.00% | −3,822−46.8% | Reduced |
| Royal Bank of Canada | 4,636 | $64.0K | 0.00% | −1,534−24.9% | Reduced |
| Wells Fargo & Company | 4,907 | $67.7K | 0.00% | −20.0% | Reduced |
| New York State Common Retirement Fund | 5,468 | $75.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,132 | $98.3K | 0.00% | −179−2.4% | Reduced |
| Susquehanna International Group, LLP | 11,273 | $155.5K | 0.00% | −2,592−18.7% | Reduced |
| Atria Wealth Solutions, Inc. | 11,674 | $161.0K | 0.00% | −62−0.5% | Reduced |
| Alliancebernstein L.P. | 12,440 | $171.5K | 0.00% | +2,400+23.9% | Added |
| Kapitalo Investimentos Ltda | 12,496 | $172.3K | 0.04% | +12,496 | New |
| Rhumbline Advisers | 12,705 | $175.2K | 0.00% | +608+5.0% | Added |
| Russell Investments Group, Ltd. | 13,043 | $179.9K | 0.00% | +7,306+127.3% | Added |
| HSBC Holdings PLC | 14,241 | $197.8K | 0.00% | −1,524−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 15,052 | $207.6K | 0.00% | −1,201−7.4% | Reduced |
| Corton Capital Inc. | 17,104 | $235.9K | 0.27% | +1,429+9.1% | Added |
| PFG Investments, LLC | 17,977 | $247.9K | 0.01% | +17,977 | New |
| Bank of New York Mellon Corp | 18,256 | $251.8K | 0.00% | +696+4.0% | Added |
| Navis Wealth Advisors, LLC | 18,330 | $252.8K | 0.21% | +633+3.6% | Added |
| Two Sigma Investments, LP | 19,735 | $272.1K | 0.00% | −5,212−20.9% | Reduced |
| Bank of America Corp | 21,898 | $302.0K | 0.00% | −1,297−5.6% | Reduced |
| Barclays PLC | 23,499 | $324.1K | 0.00% | +4,240+22.0% | Added |
| Charles Schwab Investment Management Inc | 23,982 | $330.7K | 0.00% | −2,328−8.8% | Reduced |
| HighTower Advisors, LLC | 24,669 | $340.2K | 0.00% | +2,054+9.1% | Added |
| LPL Financial LLC | 28,092 | $387.4K | 0.00% | −1,119−3.8% | Reduced |
| Copley Financial Group, Inc. | 37,916 | $522.9K | 0.39% | +26,865+243.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,938 | $523.0K | 0.00% | −43,856−53.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 39,639 | $546.6K | 0.44% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 39,929 | $550.6K | 0.14% | +958+2.5% | Added |
| Summit Asset Management, LLC | 40,083 | $552.7K | 0.09% | +40,083 | New |
| Goldman Sachs Group Inc | 44,235 | $610.0K | 0.00% | +1,315+3.1% | Added |
| Independent Financial Group, LLC | 53,608 | $739.3K | 0.02% | +5,836+12.2% | Added |
| Ritholtz Wealth Management | 56,632 | $780.9K | 0.02% | +2,111+3.9% | Added |
| Marshall Wace, LLP | 56,732 | $782.3K | 0.00% | +3,071+5.7% | Added |
| Northern Trust Corp | 62,678 | $864.3K | 0.00% | −3,105−4.7% | Reduced |
| Penserra Capital Management LLC | 68,843 | $949.0K | 0.01% | +3,500+5.4% | Added |
| 1776 Wealth LLC | 69,154 | $953.6K | 0.39% | +7,215+11.6% | Added |
| Wedbush Securities Inc | 76,917 | $1.06M | 0.04% | −6,980−8.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 94,848 | $1.31M | 0.01% | −2,634−2.7% | Reduced |
| Millennium Management LLC | 145,581 | $2.01M | 0.00% | −20,468−12.3% | Reduced |
| Morgan Stanley | 158,351 | $2.18M | 0.00% | +34,064+27.4% | Added |
| State Street Corp | 162,161 | $2.24M | 0.00% | +6,800+4.4% | Added |
| Geode Capital Management, LLC | 201,310 | $2.78M | 0.00% | +1,716+0.9% | Added |
| Raymond James Financial Inc | 305,287 | $4.21M | 0.00% | +7,876+2.6% | Added |
| Vanguard Group Inc | 434,836 | $6.00M | 0.00% | −474−0.1% | Reduced |
| BlackRock, Inc. | 623,471 | $8.60M | 0.00% | −33,416−5.1% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 8,587,364 | $118.4M | 11.29% | 00.0% | Unchanged |
| 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 |