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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, Q4 2025

Institutional positions in NexPoint Real Estate Finance, Inc. as of Dec 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
79
+3 vs. Q3 2025
Shares held
12.9M
+1.04M (+8.7%) vs. Q3 2025
Total value
$181.6M
+$13.4M (+8.0%) vs. Q3 2025
New holders
13
22 more added
Sold out
10
34 more reduced

Compare with Q3 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.

Institutional holdersQ4 2025: 79 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 heldQ4 2025: $181.6M
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, Q4 2025

Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q3 2025.

Institutions holding NREF in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Highland Capital Management Fund Advisors, L.P.9,439,635$132.9M9.26%+852,271+9.9%Added
BlackRock, Inc.625,390$8.81M0.00%+8,770+1.4%Added
Vanguard Group Inc397,174$5.59M0.00%−34,953−8.1%Reduced
Raymond James Financial Inc314,049$4.42M0.00%+5,572+1.8%Added
Independent Financial Group, LLC238,133$3.35M0.07%+166,298+231.5%Added
Morgan Stanley194,271$2.74M0.00%+28,836+17.4%Added
Geode Capital Management, LLC174,155$2.45M0.00%−11,799−6.3%Reduced
State Street Corp170,751$2.40M0.00%−475−0.3%Reduced
O'Shaughnessy Asset Management, LLC157,700$2.22M0.01%+46,679+42.0%Added
Copley Financial Group, Inc.123,307$1.74M1.07%+9,473+8.3%Added
Ritholtz Wealth Management96,697$1.36M0.02%+29,291+43.5%Added
Goldman Sachs Group Inc89,469$1.26M0.00%−6,739−7.0%Reduced
Millennium Management LLC87,151$1.23M0.00%−52,813−37.7%Reduced
Penserra Capital Management LLC81,016$1.14M0.01%+9,770+13.7%Added
1776 Wealth LLC72,399$1.02M0.38%−59−0.1%Reduced
Wedbush Securities Inc67,977$957.0K0.03%−2,380−3.4%Reduced
Northern Trust Corp52,477$738.9K0.00%−4,252−7.5%Reduced
LPL Financial LLC44,538$627.1K0.00%+7,961+21.8%Added
Berkeley Capital Partners, LLC40,909$576.0K0.14%+1,049+2.6%Added
Morey & Quinn Wealth Partners, LLC37,884$533.4K0.38%−405−1.1%Reduced
Two Sigma Investments, LP34,805$490.1K0.00%+14,294+69.7%Added
Bank of America Corp28,834$406.0K0.00%+6,449+28.8%Added
HighTower Advisors, LLC24,672$347.4K0.00%+30.0%Added
Charles Schwab Investment Management Inc23,917$336.8K0.00%−2,440−9.3%Reduced
Concorde Asset Management, LLC23,350$328.8K0.13%+1,980+9.3%Added
Barclays PLC22,858$321.8K0.00%+951+4.3%Added
Jane Street Group, LLC22,422$315.7K0.00%+22,422New
Russell Investments Group, Ltd.22,322$314.3K0.00%+8,754+64.5%Added
Cetera Investment Advisers19,954$280.9K0.00%+19,954New
Navis Wealth Advisors, LLC19,645$276.6K0.12%+672+3.5%Added
Acadian Asset Management LLC19,627$275.0K0.00%+12,512+175.9%Added
Bank of New York Mellon Corp17,142$241.4K0.00%−2,844−14.2%Reduced
Alliancebernstein L.P.13,840$194.9K0.00%00.0%Unchanged
Invesco Ltd.11,854$166.9K0.00%+11,854New
Advisor Group Holdings, Inc.11,804$166.2K0.00%−1,959−14.2%Reduced
Rhumbline Advisers10,411$146.6K0.00%−1,481−12.5%Reduced
Deutsche Bank AG9,999$140.8K0.00%−3,584−26.4%Reduced
Wells Fargo & Company8,581$120.8K0.00%+2,718+46.4%Added
Daytona Street Capital LLC7,000$98.6K0.08%+7,000New
New York State Common Retirement Fund5,468$77.0K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.3,520$49.6K0.00%−36−1.0%Reduced
JPMorgan Chase & Co3,253$45.8K0.00%−3,821−54.0%Reduced
Legacy Wealth Managment, LLC3,155$44.4K0.02%−10.0%Reduced
BNP Paribas Arbitrage, SA2,676$37.7K0.00%−120−4.3%Reduced
Public Employees Retirement System of Ohio1,970$27.7K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey1,846$26.0K0.00%00.0%Unchanged
STRS Ohio1,700$23.9K0.00%00.0%Unchanged
Royal Bank of Canada1,535$22.0K0.00%−3,396−68.9%Reduced
Nisa Investment Advisors, LLC1,562$22.0K0.00%−1,230−44.1%Reduced
Tower Research Capital LLC (TRC)1,225$17.2K0.00%+336+37.8%Added
Strategic Wealth Partners, Ltd.1,000$14.1K0.00%+1,000New
UBS Group AG959$13.5K0.00%−6,778−87.6%Reduced
Legal & General Group Plc717$10.1K0.00%00.0%Unchanged
Jones Financial Companies LLLP600$8.45K0.00%+600New
Ameritas Investment Partners, Inc.588$8.28K0.00%00.0%Unchanged
Citigroup Inc556$7.83K0.00%−573−50.8%Reduced
California State Teachers Retirement System471$6.63K0.00%−121−20.4%Reduced
Sterling Capital Management LLC441$6.21K0.00%−87−16.5%Reduced
UBS Asset Management Americas Inc414$5.83K0.00%+414New
FMR LLC393$5.53K0.00%−639−61.9%Reduced
CWM, LLC336$5.00K0.00%−96−22.2%Reduced
Harbour Investments, Inc.300$4.22K0.00%00.0%Unchanged
Amalgamated Bank240$3.00K0.00%−32−11.8%Reduced
Harbor Capital Advisors, Inc.219$3.00K0.00%−4−1.8%Reduced
Covestor Ltd196$3.00K0.00%−28−12.5%Reduced
GAMMA Investing LLC209$2.94K0.00%+141+207.4%Added
Gilpin Wealth Management, LLC164$2.31K0.00%+164New
Optiver Holding B.V.152$2.14K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC110$1.55K0.00%00.0%Unchanged
Massmutual Trust Co FSB64$9010.00%+64New
The PNC Financial Services Group, Inc.40$5630.00%−3−7.0%Reduced
IFP Advisors, Inc30$4220.00%−3−9.1%Reduced
Transamerica Financial Advisors, Inc.15$2110.00%+15New
Kilter Group LLC9$1270.00%+9New
Essential Partners LLC8$1130.00%−95−92.2%Reduced
MAI Capital Management6$850.00%+6New
Allworth Financial LP1$150.00%−2−66.7%Reduced
SRS Capital Advisors, Inc.1$140.00%−124−99.2%Reduced
Rothschild Investment LLC1$140.00%+1New
Summit Asset Management, LLC0$00.00%−40,083−100.0%Sold out
Vident Advisory, LLC0$00.00%−18,120−100.0%Sold out
HSBC Holdings PLC0$00.00%−13,930−100.0%Sold out
HRT Financial LP0$00.00%−11,733−100.0%Sold out
PFG Investments, LLC0$00.00%−10,765−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,714−100.0%Sold out
Advisory Services Network, LLC0$00.00%−993−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−186−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−68−100.0%Sold out
True Wealth Design, LLC0$00.00%−5−100.0%Sold out