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, Q1 2026
Institutional positions in NexPoint Real Estate Finance, Inc. as of Mar 31, 2026. 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
- 86
- +8 vs. Q4 2025
- Shares held
- 12.9M
- +377.2K (+3.0%) vs. Q4 2025
- Total value
- $173.4M
- −$2.54M (−1.4%) vs. Q4 2025
- New holders
- 15
- 29 more added
- Sold out
- 7
- 29 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highland Capital Management Fund Advisors, L.P. | 9,439,635 | $127.2M | 8.87% | 00.0% | Unchanged |
| BlackRock, Inc. | 594,002 | $8.00M | 0.00% | −31,388−5.0% | Reduced |
| Vanguard Capital Management LLC | 309,476 | $4.17M | 0.00% | +309,476 | New |
| Raymond James Financial Inc | 298,952 | $4.03M | 0.00% | −15,097−4.8% | Reduced |
| Independent Financial Group, LLC | 276,601 | $3.73M | 0.08% | +38,468+16.2% | Added |
| Morgan Stanley | 191,748 | $2.58M | 0.00% | −2,523−1.3% | Reduced |
| Geode Capital Management, LLC | 179,249 | $2.42M | 0.00% | +5,094+2.9% | Added |
| State Street Corp | 175,562 | $2.36M | 0.00% | +4,811+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 155,715 | $2.10M | 0.01% | −1,985−1.3% | Reduced |
| Ritholtz Wealth Management | 112,588 | $1.52M | 0.03% | +15,891+16.4% | Added |
| Copley Financial Group, Inc. | 110,507 | $1.49M | 0.90% | −12,800−10.4% | Reduced |
| Millennium Management LLC | 102,222 | $1.38M | 0.00% | +15,071+17.3% | Added |
| Penserra Capital Management LLC | 83,374 | $1.12M | 0.01% | +2,358+2.9% | Added |
| 1776 Wealth LLC | 72,399 | $975.2K | 0.38% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 71,556 | $963.9K | 0.00% | −17,913−20.0% | Reduced |
| Wedbush Securities Inc | 62,482 | $842.0K | 0.02% | −5,495−8.1% | Reduced |
| Northern Trust Corp | 49,795 | $670.7K | 0.00% | −2,682−5.1% | Reduced |
| LPL Financial LLC | 45,514 | $613.1K | 0.00% | +976+2.2% | Added |
| Vanguard Fiduciary Trust Co | 40,524 | $545.9K | 0.00% | +40,524 | New |
| Vanguard Portfolio Management LLC | 38,741 | $521.8K | 0.00% | +38,741 | New |
| Morey & Quinn Wealth Partners, LLC | 37,884 | $510.3K | 0.36% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 36,992 | $498.3K | 0.00% | +36,992 | New |
| Cetera Investment Advisers | 36,556 | $492.4K | 0.00% | +16,602+83.2% | Added |
| HighTower Advisors, LLC | 27,710 | $373.3K | 0.00% | +3,038+12.3% | Added |
| Bank of America Corp | 26,866 | $361.9K | 0.00% | −1,968−6.8% | Reduced |
| Concorde Asset Management, LLC | 23,450 | $315.9K | 0.15% | +100+0.4% | Added |
| Russell Investments Group, Ltd. | 23,181 | $312.3K | 0.00% | +859+3.8% | Added |
| Charles Schwab Investment Management Inc | 20,171 | $271.7K | 0.00% | −3,746−15.7% | Reduced |
| Navis Wealth Advisors, LLC | 20,166 | $271.6K | 0.14% | +521+2.7% | Added |
| UBS Group AG | 15,285 | $205.9K | 0.00% | +14,326+1,493.8% | Added |
| Bank of New York Mellon Corp | 15,072 | $203.0K | 0.00% | −2,070−12.1% | Reduced |
| Alliancebernstein L.P. | 13,840 | $194.9K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 12,218 | $164.6K | 0.00% | +12,218 | New |
| Two Sigma Investments, LP | 11,991 | $161.5K | 0.00% | −22,814−65.5% | Reduced |
| Barclays PLC | 11,861 | $159.8K | 0.00% | −10,997−48.1% | Reduced |
| Invesco Ltd. | 11,414 | $153.7K | 0.00% | −440−3.7% | Reduced |
| PFG Investments, LLC | 11,299 | $152.2K | 0.01% | +11,299 | New |
| Advisor Group Holdings, Inc. | 10,480 | $141.2K | 0.00% | −1,324−11.2% | Reduced |
| Rhumbline Advisers | 10,469 | $141.0K | 0.00% | +58+0.6% | Added |
| Ameriprise Financial Inc | 10,141 | $136.6K | 0.00% | +10,141 | New |
| SG Americas Securities, LLC | 7,948 | $107.0K | 0.00% | +7,948 | New |
| Daytona Street Capital LLC | 7,000 | $93.3K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6,185 | $83.3K | 0.01% | +5,185+518.5% | Added |
| Public Employees Retirement System of Ohio | 5,820 | $78.4K | 0.00% | +3,850+195.4% | Added |
| New York State Common Retirement Fund | 5,468 | $73.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,575 | $61.6K | 0.00% | −5,424−54.2% | Reduced |
| Citigroup Inc | 4,148 | $55.9K | 0.00% | +3,592+646.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,582 | $48.3K | 0.00% | +62+1.8% | Added |
| Acadian Asset Management LLC | 3,637 | $48.0K | 0.00% | −15,990−81.5% | Reduced |
| Vanguard Global Advisers, LLC | 3,291 | $44.3K | 0.00% | +3,291 | New |
| Wells Fargo & Company | 3,240 | $43.6K | 0.00% | −5,341−62.2% | Reduced |
| JPMorgan Chase & Co | 2,922 | $39.1K | 0.00% | −331−10.2% | Reduced |
| Legacy Wealth Managment, LLC | 2,381 | $32.1K | 0.02% | −774−24.5% | Reduced |
| UBS Asset Management Americas Inc | 1,885 | $25.4K | 0.00% | +1,471+355.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,846 | $24.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,783 | $24.0K | 0.00% | +558+45.6% | Added |
| BNP Paribas Arbitrage, SA | 1,738 | $23.4K | 0.00% | −938−35.1% | Reduced |
| STRS Ohio | 1,700 | $22.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,480 | $19.9K | 0.00% | −82−5.2% | Reduced |
| Royal Bank of Canada | 1,373 | $18.0K | 0.00% | −162−10.6% | Reduced |
| Legal & General Group Plc | 717 | $9.66K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 588 | $7.92K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 442 | $5.95K | 0.00% | +49+12.5% | Added |
| Advisory Services Network, LLC | 358 | $4.82K | 0.00% | +358 | New |
| CWM, LLC | 355 | $4.78K | 0.00% | +19+5.7% | Added |
| California State Teachers Retirement System | 337 | $4.54K | 0.00% | −134−28.5% | Reduced |
| Harbour Investments, Inc. | 300 | $4.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $3.86K | 0.00% | −300−50.0% | Reduced |
| GAMMA Investing LLC | 226 | $3.04K | 0.00% | +17+8.1% | Added |
| Harbor Capital Advisors, Inc. | 228 | $3.00K | 0.00% | +9+4.1% | Added |
| Sterling Capital Management LLC | 222 | $2.99K | 0.00% | −219−49.7% | Reduced |
| EverSource Wealth Advisors, LLC | 119 | $1.60K | 0.00% | +9+8.2% | Added |
| Optiver Holding B.V. | 88 | $1.19K | 0.00% | −64−42.1% | Reduced |
| Covestor Ltd | 104 | $1.00K | 0.00% | −92−46.9% | Reduced |
| Massmutual Trust Co FSB | 64 | $862 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $674 | 0.00% | +50 | New |
| Parallel Advisors, LLC | 42 | $566 | 0.00% | +42 | New |
| The PNC Financial Services Group, Inc. | 40 | $539 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 16 | $216 | 0.00% | +8+100.0% | Added |
| MAI Capital Management | 9 | $122 | 0.00% | +3+50.0% | Added |
| IFP Advisors, Inc | 8 | $108 | 0.00% | −22−73.3% | Reduced |
| Rothschild Investment LLC | 3 | $40 | 0.00% | +2+200.0% | Added |
| Allworth Financial LP | 2 | $27 | 0.00% | +1+100.0% | Added |
| Simplex Trading, LLC | 2 | $26 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $14 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $13 | 0.00% | +1 | New |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −40,909−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,422−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Gilpin Wealth Management, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |