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, Q3 2025
Institutional positions in NexPoint Real Estate Finance, Inc. as of Sep 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. Q2 2025
- Shares held
- 11.9M
- +99.2K (+0.8%) vs. Q2 2025
- Total value
- $168.1M
- +$6.00M (+3.7%) vs. Q2 2025
- New holders
- 11
- 33 more added
- Sold out
- 8
- 19 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 3 | $43 | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 5 | $71 | 0.00% | +2+66.7% | Added |
| IFP Advisors, Inc | 33 | $468 | 0.00% | +6+22.2% | Added |
| The PNC Financial Services Group, Inc. | 43 | $610 | 0.00% | +43 | New |
| GAMMA Investing LLC | 68 | $964 | 0.00% | +12+21.4% | Added |
| UMA Financial Services, Inc. | 68 | $965 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 103 | $1.46K | 0.00% | +98+1,960.0% | Added |
| EverSource Wealth Advisors, LLC | 110 | $1.56K | 0.00% | −3−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 125 | $1.77K | 0.00% | +125 | New |
| Optiver Holding B.V. | 152 | $2.15K | 0.00% | +152 | New |
| Private Wealth Management Group, LLC | 186 | $2.64K | 0.00% | +186 | New |
| Harbor Capital Advisors, Inc. | 223 | $3.00K | 0.00% | +2+0.9% | Added |
| Covestor Ltd | 224 | $3.00K | 0.00% | +185+474.4% | Added |
| Amalgamated Bank | 272 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $4.25K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 432 | $6.00K | 0.00% | +110+34.2% | Added |
| Sterling Capital Management LLC | 528 | $7.49K | 0.00% | +297+128.6% | Added |
| Ameritas Investment Partners, Inc. | 588 | $8.34K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 592 | $8.39K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 717 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 889 | $12.6K | 0.00% | −1,604−64.3% | Reduced |
| Advisory Services Network, LLC | 993 | $14.1K | 0.00% | +993 | New |
| FMR LLC | 1,032 | $14.6K | 0.00% | −33−3.1% | Reduced |
| Citigroup Inc | 1,129 | $16.0K | 0.00% | −1,748−60.8% | Reduced |
| Simplex Trading, LLC | 1,714 | $24.0K | 0.00% | −76−4.2% | Reduced |
| STRS Ohio | 1,700 | $24.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,846 | $26.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,970 | $27.9K | 0.00% | +1,970 | New |
| Nisa Investment Advisors, LLC | 2,792 | $39.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,796 | $39.6K | 0.00% | +1,689+152.6% | Added |
| Legacy Wealth Managment, LLC | 3,156 | $44.8K | 0.02% | +1,382+77.9% | Added |
| JPMorgan Chase & Co | 3,537 | $50.2K | 0.00% | −3,595−50.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,556 | $50.4K | 0.00% | +3,556 | New |
| Royal Bank of Canada | 4,931 | $70.0K | 0.00% | +295+6.4% | Added |
| New York State Common Retirement Fund | 5,468 | $77.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,863 | $83.1K | 0.00% | +956+19.5% | Added |
| Acadian Asset Management LLC | 7,115 | $99.0K | 0.00% | +2,767+63.6% | Added |
| UBS Group AG | 7,737 | $109.7K | 0.00% | +4,545+142.4% | Added |
| PFG Investments, LLC | 10,765 | $152.6K | 0.01% | −7,212−40.1% | Reduced |
| HRT Financial LP | 11,733 | $166.0K | 0.00% | +11,733 | New |
| Rhumbline Advisers | 11,892 | $168.6K | 0.00% | −813−6.4% | Reduced |
| Russell Investments Group, Ltd. | 13,568 | $192.4K | 0.00% | +525+4.0% | Added |
| Deutsche Bank AG | 13,583 | $192.6K | 0.00% | +13,583 | New |
| Alliancebernstein L.P. | 13,840 | $196.3K | 0.00% | +1,400+11.3% | Added |
| HSBC Holdings PLC | 13,930 | $198.4K | 0.00% | −311−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 13,763 | $206.4K | 0.00% | −1,289−8.6% | Reduced |
| Vident Advisory, LLC | 18,120 | $256.9K | 0.00% | +18,120 | New |
| Navis Wealth Advisors, LLC | 18,973 | $269.0K | 0.20% | +643+3.5% | Added |
| Bank of New York Mellon Corp | 19,986 | $283.4K | 0.00% | +1,730+9.5% | Added |
| Two Sigma Investments, LP | 20,511 | $290.8K | 0.00% | +776+3.9% | Added |
| Concorde Asset Management, LLC | 21,370 | $301.5K | 0.13% | +21,370 | New |
| Barclays PLC | 21,907 | $310.6K | 0.00% | −1,592−6.8% | Reduced |
| Bank of America Corp | 22,385 | $317.4K | 0.00% | +487+2.2% | Added |
| HighTower Advisors, LLC | 24,669 | $349.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 26,357 | $373.7K | 0.00% | +2,375+9.9% | Added |
| LPL Financial LLC | 36,577 | $518.7K | 0.00% | +8,485+30.2% | Added |
| Morey & Quinn Wealth Partners, LLC | 38,289 | $542.9K | 0.40% | −1,350−3.4% | Reduced |
| Berkeley Capital Partners, LLC | 39,860 | $565.2K | 0.13% | −69−0.2% | Reduced |
| Summit Asset Management, LLC | 40,083 | $568.4K | 0.09% | 00.0% | Unchanged |
| Northern Trust Corp | 56,729 | $804.4K | 0.00% | −5,949−9.5% | Reduced |
| Ritholtz Wealth Management | 67,406 | $955.8K | 0.02% | +10,774+19.0% | Added |
| Wedbush Securities Inc | 70,357 | $998.0K | 0.03% | −6,560−8.5% | Reduced |
| Penserra Capital Management LLC | 71,246 | $1.01M | 0.01% | +2,403+3.5% | Added |
| Independent Financial Group, LLC | 71,835 | $1.02M | 0.02% | +18,227+34.0% | Added |
| 1776 Wealth LLC | 72,458 | $1.03M | 0.40% | +3,304+4.8% | Added |
| Goldman Sachs Group Inc | 96,208 | $1.36M | 0.00% | +51,973+117.5% | Added |
| O'Shaughnessy Asset Management, LLC | 111,021 | $1.57M | 0.01% | +16,173+17.1% | Added |
| Copley Financial Group, Inc. | 113,834 | $1.61M | 1.10% | +75,918+200.2% | Added |
| Millennium Management LLC | 139,964 | $1.98M | 0.00% | −5,617−3.9% | Reduced |
| Morgan Stanley | 165,435 | $2.35M | 0.00% | +7,084+4.5% | Added |
| State Street Corp | 171,226 | $2.43M | 0.00% | +9,065+5.6% | Added |
| Geode Capital Management, LLC | 185,954 | $2.64M | 0.00% | −15,356−7.6% | Reduced |
| Raymond James Financial Inc | 308,477 | $4.37M | 0.00% | +3,190+1.0% | Added |
| Vanguard Group Inc | 432,127 | $6.13M | 0.00% | −2,709−0.6% | Reduced |
| BlackRock, Inc. | 616,620 | $8.74M | 0.00% | −6,851−1.1% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 8,587,364 | $121.8M | 10.83% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −56,732−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −37,938−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −17,104−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −12,496−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,273−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |