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 | $183.3M |
| 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, 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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $13 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $14 | 0.00% | +1 | New |
| Simplex Trading, LLC | 2 | $26 | 0.00% | +2 | New |
| Allworth Financial LP | 2 | $27 | 0.00% | +1+100.0% | Added |
| Rothschild Investment LLC | 3 | $40 | 0.00% | +2+200.0% | Added |
| IFP Advisors, Inc | 8 | $108 | 0.00% | −22−73.3% | Reduced |
| MAI Capital Management | 9 | $122 | 0.00% | +3+50.0% | Added |
| Essential Partners LLC | 16 | $216 | 0.00% | +8+100.0% | Added |
| The PNC Financial Services Group, Inc. | 40 | $539 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 42 | $566 | 0.00% | +42 | New |
| Signaturefd, LLC | 50 | $674 | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 64 | $862 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 104 | $1.00K | 0.00% | −92−46.9% | Reduced |
| Optiver Holding B.V. | 88 | $1.19K | 0.00% | −64−42.1% | Reduced |
| EverSource Wealth Advisors, LLC | 119 | $1.60K | 0.00% | +9+8.2% | Added |
| Sterling Capital Management LLC | 222 | $2.99K | 0.00% | −219−49.7% | Reduced |
| Harbor Capital Advisors, Inc. | 228 | $3.00K | 0.00% | +9+4.1% | Added |
| GAMMA Investing LLC | 226 | $3.04K | 0.00% | +17+8.1% | Added |
| Jones Financial Companies LLLP | 300 | $3.86K | 0.00% | −300−50.0% | Reduced |
| Harbour Investments, Inc. | 300 | $4.04K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 337 | $4.54K | 0.00% | −134−28.5% | Reduced |
| CWM, LLC | 355 | $4.78K | 0.00% | +19+5.7% | Added |
| Advisory Services Network, LLC | 358 | $4.82K | 0.00% | +358 | New |
| FMR LLC | 442 | $5.95K | 0.00% | +49+12.5% | Added |
| Ameritas Investment Partners, Inc. | 588 | $7.92K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 717 | $9.66K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,373 | $18.0K | 0.00% | −162−10.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,480 | $19.9K | 0.00% | −82−5.2% | Reduced |
| STRS Ohio | 1,700 | $22.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,738 | $23.4K | 0.00% | −938−35.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,783 | $24.0K | 0.00% | +558+45.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,846 | $24.9K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,885 | $25.4K | 0.00% | +1,471+355.3% | Added |
| Legacy Wealth Managment, LLC | 2,381 | $32.1K | 0.02% | −774−24.5% | Reduced |
| JPMorgan Chase & Co | 2,922 | $39.1K | 0.00% | −331−10.2% | Reduced |
| Wells Fargo & Company | 3,240 | $43.6K | 0.00% | −5,341−62.2% | Reduced |
| Vanguard Global Advisers, LLC | 3,291 | $44.3K | 0.00% | +3,291 | New |
| Acadian Asset Management LLC | 3,637 | $48.0K | 0.00% | −15,990−81.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,582 | $48.3K | 0.00% | +62+1.8% | Added |
| Citigroup Inc | 4,148 | $55.9K | 0.00% | +3,592+646.0% | Added |
| Deutsche Bank AG | 4,575 | $61.6K | 0.00% | −5,424−54.2% | Reduced |
| New York State Common Retirement Fund | 5,468 | $73.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,820 | $78.4K | 0.00% | +3,850+195.4% | Added |
| Strategic Wealth Partners, Ltd. | 6,185 | $83.3K | 0.01% | +5,185+518.5% | Added |
| Daytona Street Capital LLC | 7,000 | $93.3K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,948 | $107.0K | 0.00% | +7,948 | New |
| Ameriprise Financial Inc | 10,141 | $136.6K | 0.00% | +10,141 | New |
| Rhumbline Advisers | 10,469 | $141.0K | 0.00% | +58+0.6% | Added |
| Advisor Group Holdings, Inc. | 10,480 | $141.2K | 0.00% | −1,324−11.2% | Reduced |
| PFG Investments, LLC | 11,299 | $152.2K | 0.01% | +11,299 | New |
| Invesco Ltd. | 11,414 | $153.7K | 0.00% | −440−3.7% | Reduced |
| Barclays PLC | 11,861 | $159.8K | 0.00% | −10,997−48.1% | Reduced |
| Two Sigma Investments, LP | 11,991 | $161.5K | 0.00% | −22,814−65.5% | Reduced |
| Callan Family Office, LLC | 12,218 | $164.6K | 0.00% | +12,218 | New |
| Alliancebernstein L.P. | 13,840 | $194.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 15,072 | $203.0K | 0.00% | −2,070−12.1% | Reduced |
| UBS Group AG | 15,285 | $205.9K | 0.00% | +14,326+1,493.8% | Added |
| Navis Wealth Advisors, LLC | 20,166 | $271.6K | 0.14% | +521+2.7% | Added |
| Charles Schwab Investment Management Inc | 20,171 | $271.7K | 0.00% | −3,746−15.7% | Reduced |
| Russell Investments Group, Ltd. | 23,181 | $312.3K | 0.00% | +859+3.8% | Added |
| Concorde Asset Management, LLC | 23,450 | $315.9K | 0.15% | +100+0.4% | Added |
| Bank of America Corp | 26,866 | $361.9K | 0.00% | −1,968−6.8% | Reduced |
| HighTower Advisors, LLC | 27,710 | $373.3K | 0.00% | +3,038+12.3% | Added |
| Cetera Investment Advisers | 36,556 | $492.4K | 0.00% | +16,602+83.2% | Added |
| Jacobs Levy Equity Management, Inc | 36,992 | $498.3K | 0.00% | +36,992 | New |
| Morey & Quinn Wealth Partners, LLC | 37,884 | $510.3K | 0.36% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 38,741 | $521.8K | 0.00% | +38,741 | New |
| Vanguard Fiduciary Trust Co | 40,524 | $545.9K | 0.00% | +40,524 | New |
| LPL Financial LLC | 45,514 | $613.1K | 0.00% | +976+2.2% | Added |
| Northern Trust Corp | 49,795 | $670.7K | 0.00% | −2,682−5.1% | Reduced |
| Wedbush Securities Inc | 62,482 | $842.0K | 0.02% | −5,495−8.1% | Reduced |
| Goldman Sachs Group Inc | 71,556 | $963.9K | 0.00% | −17,913−20.0% | Reduced |
| 1776 Wealth LLC | 72,399 | $975.2K | 0.38% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 83,374 | $1.12M | 0.01% | +2,358+2.9% | Added |
| Millennium Management LLC | 102,222 | $1.38M | 0.00% | +15,071+17.3% | Added |
| Copley Financial Group, Inc. | 110,507 | $1.49M | 0.90% | −12,800−10.4% | Reduced |
| Ritholtz Wealth Management | 112,588 | $1.52M | 0.03% | +15,891+16.4% | Added |
| O'Shaughnessy Asset Management, LLC | 155,715 | $2.10M | 0.01% | −1,985−1.3% | Reduced |
| State Street Corp | 175,562 | $2.36M | 0.00% | +4,811+2.8% | Added |
| Geode Capital Management, LLC | 179,249 | $2.42M | 0.00% | +5,094+2.9% | Added |
| Morgan Stanley | 191,748 | $2.58M | 0.00% | −2,523−1.3% | Reduced |
| Independent Financial Group, LLC | 276,601 | $3.73M | 0.08% | +38,468+16.2% | Added |
| Raymond James Financial Inc | 298,952 | $4.03M | 0.00% | −15,097−4.8% | Reduced |
| Vanguard Capital Management LLC | 309,476 | $4.17M | 0.00% | +309,476 | New |
| BlackRock, Inc. | 594,002 | $8.00M | 0.00% | −31,388−5.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 9,439,635 | $127.2M | 8.87% | 00.0% | Unchanged |
| 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 |