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, Q2 2026
Institutional positions in NexPoint Real Estate Finance, Inc. as of Jun 30, 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
- 77
- −7 vs. Q1 2026
- Shares held
- 12.9M
- +22.8K (+0.2%) vs. Q1 2026
- Total value
- $199.9M
- +$26.5M (+15.3%) vs. Q1 2026
- New holders
- 7
- 33 more added
- Sold out
- 14
- 20 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highland Capital Management Fund Advisors, L.P. | 9,439,635 | $146.3M | 9.78% | 00.0% | Unchanged |
| BlackRock, Inc. | 624,275 | $9.68M | 0.00% | +30,273+5.1% | Added |
| Vanguard Capital Management LLC | 346,323 | $5.37M | 0.00% | +36,847+11.9% | Added |
| Raymond James Financial Inc | 292,853 | $4.54M | 0.00% | −6,099−2.0% | Reduced |
| Independent Financial Group, LLC | 281,010 | $4.36M | 0.08% | +4,409+1.6% | Added |
| Morgan Stanley | 195,067 | $3.02M | 0.00% | +3,319+1.7% | Added |
| Geode Capital Management, LLC | 182,678 | $2.83M | 0.00% | +3,429+1.9% | Added |
| State Street Corp | 173,362 | $2.69M | 0.00% | −2,200−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 155,328 | $2.41M | 0.01% | −387−0.2% | Reduced |
| Copley Financial Group, Inc. | 110,587 | $1.71M | 1.04% | +80+0.1% | Added |
| Ritholtz Wealth Management | 104,618 | $1.62M | 0.02% | −7,970−7.1% | Reduced |
| Penserra Capital Management LLC | 80,732 | $1.25M | 0.01% | −2,642−3.2% | Reduced |
| 1776 Wealth LLC | 72,399 | $1.12M | 0.40% | 00.0% | Unchanged |
| Wedbush Securities Inc | 60,117 | $932.0K | 0.02% | −2,365−3.8% | Reduced |
| Northern Trust Corp | 57,141 | $885.7K | 0.00% | +7,346+14.8% | Added |
| Goldman Sachs Group Inc | 51,585 | $799.6K | 0.00% | −19,971−27.9% | Reduced |
| LPL Financial LLC | 50,332 | $780.1K | 0.00% | +4,818+10.6% | Added |
| Vanguard Portfolio Management LLC | 48,334 | $749.2K | 0.00% | +9,593+24.8% | Added |
| Cetera Investment Advisers | 41,722 | $646.7K | 0.00% | +5,166+14.1% | Added |
| Vanguard Fiduciary Trust Co | 41,174 | $638.2K | 0.00% | +650+1.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 36,562 | $566.7K | 0.36% | −1,322−3.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 33,387 | $517.5K | 0.00% | −3,605−9.7% | Reduced |
| HighTower Advisors, LLC | 32,413 | $502.4K | 0.00% | +4,703+17.0% | Added |
| Russell Investments Group, Ltd. | 32,075 | $497.2K | 0.00% | +8,894+38.4% | Added |
| Oak Grove Capital LLC | 27,000 | $418.5K | 0.03% | +27,000 | New |
| Concorde Asset Management, LLC | 25,950 | $402.2K | 0.23% | +2,500+10.7% | Added |
| Charles Schwab Investment Management Inc | 23,620 | $366.1K | 0.00% | +3,449+17.1% | Added |
| Bank of America Corp | 23,445 | $363.4K | 0.00% | −3,421−12.7% | Reduced |
| Navis Wealth Advisors, LLC | 20,819 | $322.7K | 0.12% | +653+3.2% | Added |
| Bridgeway Capital Management, LLC | 18,400 | $285.2K | 0.01% | +18,400 | New |
| Bank of New York Mellon Corp | 17,489 | $271.1K | 0.00% | +2,417+16.0% | Added |
| Oppenheimer & Co Inc | 17,357 | $269.0K | 0.00% | +17,357 | New |
| Advisor Group Holdings, Inc. | 14,880 | $230.6K | 0.00% | +4,400+42.0% | Added |
| Alliancebernstein L.P. | 15,440 | $208.0K | 0.00% | +1,600+11.6% | Added |
| Nuveen, LLC | 12,716 | $197.1K | 0.00% | +12,716 | New |
| Callan Family Office, LLC | 12,218 | $189.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 11,989 | $185.8K | 0.00% | +128+1.1% | Added |
| Invesco Ltd. | 10,694 | $165.8K | 0.00% | −720−6.3% | Reduced |
| Ameriprise Financial Inc | 10,141 | $157.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,088 | $156.4K | 0.00% | +10,088 | New |
| Rhumbline Advisers | 10,073 | $156.1K | 0.00% | −396−3.8% | Reduced |
| UBS Group AG | 8,059 | $124.9K | 0.00% | −7,226−47.3% | Reduced |
| Daytona Street Capital LLC | 7,000 | $112.4K | 0.08% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,001 | $108.5K | 0.00% | +2,426+53.0% | Added |
| Wells Fargo & Company | 6,759 | $104.8K | 0.00% | +3,519+108.6% | Added |
| Public Employees Retirement System of Ohio | 5,820 | $90.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,468 | $84.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,862 | $75.4K | 0.00% | +3,124+179.7% | Added |
| Citigroup Inc | 3,748 | $58.1K | 0.00% | −400−9.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,305 | $51.2K | 0.00% | −277−7.7% | Reduced |
| Vanguard Global Advisers, LLC | 3,291 | $51.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,169 | $49.4K | 0.00% | +247+8.5% | Added |
| UBS Asset Management Americas Inc | 1,885 | $29.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,846 | $28.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,700 | $26.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,591 | $25.0K | 0.00% | +218+15.9% | Added |
| Nisa Investment Advisors, LLC | 1,037 | $16.1K | 0.00% | −443−29.9% | Reduced |
| Tower Research Capital LLC (TRC) | 819 | $12.7K | 0.00% | −964−54.1% | Reduced |
| Legal & General Group Plc | 717 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 588 | $9.11K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 478 | $7.41K | 0.00% | +36+8.1% | Added |
| Jones Financial Companies LLLP | 300 | $4.61K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 228 | $4.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 242 | $3.75K | 0.00% | +16+7.1% | Added |
| SRS Capital Advisors, Inc. | 198 | $3.07K | 0.00% | +198 | New |
| Covestor Ltd | 137 | $2.00K | 0.00% | +33+31.7% | Added |
| Sterling Capital Management LLC | 125 | $1.94K | 0.00% | −97−43.7% | Reduced |
| EverSource Wealth Advisors, LLC | 125 | $1.94K | 0.00% | +6+5.0% | Added |
| California State Teachers Retirement System | 94 | $1.46K | 0.00% | −243−72.1% | Reduced |
| Massmutual Trust Co FSB | 64 | $992 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 40 | $620 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $264 | 0.00% | +1+6.3% | Added |
| Allworth Financial LP | 9 | $140 | 0.00% | +7+350.0% | Added |
| IFP Advisors, Inc | 7 | $108 | 0.00% | −1−12.5% | Reduced |
| Rothschild Investment LLC | 4 | $62 | 0.00% | +1+33.3% | Added |
| True Wealth Design, LLC | 4 | $62 | 0.00% | +3+300.0% | Added |
| Farther Finance Advisors, LLC | 4 | $62 | 0.00% | +4 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −102,222−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,991−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −11,299−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,948−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −6,185−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |