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 (+8.8%) vs. Q3 2025
- Total value
- $181.6M
- +$13.5M (+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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1 | $14 | 0.00% | −124−99.2% | Reduced |
| Rothschild Investment LLC | 1 | $14 | 0.00% | +1 | New |
| Allworth Financial LP | 1 | $15 | 0.00% | −2−66.7% | Reduced |
| MAI Capital Management | 6 | $85 | 0.00% | +6 | New |
| Essential Partners LLC | 8 | $113 | 0.00% | −95−92.2% | Reduced |
| Kilter Group LLC | 9 | $127 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 15 | $211 | 0.00% | +15 | New |
| IFP Advisors, Inc | 30 | $422 | 0.00% | −3−9.1% | Reduced |
| The PNC Financial Services Group, Inc. | 40 | $563 | 0.00% | −3−7.0% | Reduced |
| Massmutual Trust Co FSB | 64 | $901 | 0.00% | +64 | New |
| EverSource Wealth Advisors, LLC | 110 | $1.55K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 152 | $2.14K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 164 | $2.31K | 0.00% | +164 | New |
| GAMMA Investing LLC | 209 | $2.94K | 0.00% | +141+207.4% | Added |
| Amalgamated Bank | 240 | $3.00K | 0.00% | −32−11.8% | Reduced |
| Harbor Capital Advisors, Inc. | 219 | $3.00K | 0.00% | −4−1.8% | Reduced |
| Covestor Ltd | 196 | $3.00K | 0.00% | −28−12.5% | Reduced |
| Harbour Investments, Inc. | 300 | $4.22K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 336 | $5.00K | 0.00% | −96−22.2% | Reduced |
| FMR LLC | 393 | $5.53K | 0.00% | −639−61.9% | Reduced |
| UBS Asset Management Americas Inc | 414 | $5.83K | 0.00% | +414 | New |
| Sterling Capital Management LLC | 441 | $6.21K | 0.00% | −87−16.5% | Reduced |
| California State Teachers Retirement System | 471 | $6.63K | 0.00% | −121−20.4% | Reduced |
| Citigroup Inc | 556 | $7.83K | 0.00% | −573−50.8% | Reduced |
| Ameritas Investment Partners, Inc. | 588 | $8.28K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 600 | $8.45K | 0.00% | +600 | New |
| Legal & General Group Plc | 717 | $10.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 959 | $13.5K | 0.00% | −6,778−87.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,000 | $14.1K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,225 | $17.2K | 0.00% | +336+37.8% | Added |
| Nisa Investment Advisors, LLC | 1,562 | $22.0K | 0.00% | −1,230−44.1% | Reduced |
| Royal Bank of Canada | 1,535 | $22.0K | 0.00% | −3,396−68.9% | Reduced |
| STRS Ohio | 1,700 | $23.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,846 | $26.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,970 | $27.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,676 | $37.7K | 0.00% | −120−4.3% | Reduced |
| Legacy Wealth Managment, LLC | 3,155 | $44.4K | 0.02% | −10.0% | Reduced |
| JPMorgan Chase & Co | 3,253 | $45.8K | 0.00% | −284−8.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,520 | $49.6K | 0.00% | −36−1.0% | Reduced |
| New York State Common Retirement Fund | 5,468 | $77.0K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 7,000 | $98.6K | 0.08% | +7,000 | New |
| Wells Fargo & Company | 8,581 | $120.8K | 0.00% | +2,718+46.4% | Added |
| Deutsche Bank AG | 9,999 | $140.8K | 0.00% | −3,584−26.4% | Reduced |
| Rhumbline Advisers | 10,411 | $146.6K | 0.00% | −1,481−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 11,804 | $166.2K | 0.00% | −1,959−14.2% | Reduced |
| Invesco Ltd. | 11,854 | $166.9K | 0.00% | +11,854 | New |
| Alliancebernstein L.P. | 13,840 | $194.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,142 | $241.4K | 0.00% | −2,844−14.2% | Reduced |
| Acadian Asset Management LLC | 19,627 | $275.0K | 0.00% | +12,512+175.9% | Added |
| Navis Wealth Advisors, LLC | 19,645 | $276.6K | 0.12% | +672+3.5% | Added |
| Cetera Investment Advisers | 19,954 | $280.9K | 0.00% | +19,954 | New |
| Russell Investments Group, Ltd. | 22,322 | $314.3K | 0.00% | +8,754+64.5% | Added |
| Jane Street Group, LLC | 22,422 | $315.7K | 0.00% | +22,422 | New |
| Barclays PLC | 22,858 | $321.8K | 0.00% | +951+4.3% | Added |
| Concorde Asset Management, LLC | 23,350 | $328.8K | 0.13% | +1,980+9.3% | Added |
| Charles Schwab Investment Management Inc | 23,917 | $336.8K | 0.00% | −2,440−9.3% | Reduced |
| HighTower Advisors, LLC | 24,672 | $347.4K | 0.00% | +30.0% | Added |
| Bank of America Corp | 28,834 | $406.0K | 0.00% | +6,449+28.8% | Added |
| Two Sigma Investments, LP | 34,805 | $490.1K | 0.00% | +14,294+69.7% | Added |
| Morey & Quinn Wealth Partners, LLC | 37,884 | $533.4K | 0.38% | −405−1.1% | Reduced |
| Berkeley Capital Partners, LLC | 40,909 | $576.0K | 0.14% | +1,049+2.6% | Added |
| LPL Financial LLC | 44,538 | $627.1K | 0.00% | +7,961+21.8% | Added |
| Northern Trust Corp | 52,477 | $738.9K | 0.00% | −4,252−7.5% | Reduced |
| Wedbush Securities Inc | 67,977 | $957.0K | 0.03% | −2,380−3.4% | Reduced |
| 1776 Wealth LLC | 72,399 | $1.02M | 0.38% | −59−0.1% | Reduced |
| Penserra Capital Management LLC | 81,016 | $1.14M | 0.01% | +9,770+13.7% | Added |
| Millennium Management LLC | 87,151 | $1.23M | 0.00% | −52,813−37.7% | Reduced |
| Goldman Sachs Group Inc | 89,469 | $1.26M | 0.00% | −6,739−7.0% | Reduced |
| Ritholtz Wealth Management | 96,697 | $1.36M | 0.02% | +29,291+43.5% | Added |
| Copley Financial Group, Inc. | 123,307 | $1.74M | 1.07% | +9,473+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 157,700 | $2.22M | 0.01% | +46,679+42.0% | Added |
| State Street Corp | 170,751 | $2.40M | 0.00% | −475−0.3% | Reduced |
| Geode Capital Management, LLC | 174,155 | $2.45M | 0.00% | −11,799−6.3% | Reduced |
| Morgan Stanley | 194,271 | $2.74M | 0.00% | +28,836+17.4% | Added |
| Independent Financial Group, LLC | 238,133 | $3.35M | 0.07% | +166,298+231.5% | Added |
| Raymond James Financial Inc | 314,049 | $4.42M | 0.00% | +5,572+1.8% | Added |
| Vanguard Group Inc | 397,174 | $5.59M | 0.00% | −34,953−8.1% | Reduced |
| BlackRock, Inc. | 625,390 | $8.81M | 0.00% | +8,770+1.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 9,439,635 | $132.9M | 9.26% | +852,271+9.9% | Added |
| Summit Asset Management, LLC | 0 | $0 | 0.00% | −40,083−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −18,120−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,930−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,733−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |