NexPoint Real Estate Finance (NREF) Institutional Ownership

$13.28
+0.29 (+2.23%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for NexPoint Real Estate Finance (NYSE:NREF)

Current
Institutional Ownership
Percentage
67.79%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.23M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.22M
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NREF Institutional Buying and Selling by Quarter

NexPoint Real Estate Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Raymond James Financial Services Advisors Inc.133,262$1.91M0.0%-1.3%0.758%
2/2/2024Atria Wealth Solutions Inc.16,767$264K0.0%-24.3%0.097%
1/16/2024 Raymond James Financial Services Advisors Inc.135,058$2.13M0.0%-39.8%0.784%
1/16/2024 Raymond James & Associates236,087$3.72M0.0%+9.8%1.370%
11/15/2023Kennedy Capital Management LLC250,624$4.10M0.1%+11.1%1.455%
11/13/2023Acadian Asset Management LLC111,731$1.83M0.0%+39.1%0.648%
11/13/2023Hsbc Holdings PLC11,120$182K0.0%N/A0.065%
11/8/2023Atria Wealth Solutions Inc.22,143$362K0.0%+33.3%0.129%
11/7/2023Barclays PLC9,083$149K0.0%+90.3%0.053%
11/2/2023Nisa Investment Advisors LLC6,247$102K0.0%+38.9%0.036%
10/24/2023 Raymond James Financial Services Advisors Inc.224,320$3.67M0.0%+21.4%1.302%
10/24/2023 Raymond James & Associates215,062$3.52M0.0%-5.1%1.248%
8/21/2023BOKF NA49,631$774K0.0%+8.5%0.288%
8/11/2023ExodusPoint Capital Management LP27,231$425K0.0%N/A0.158%
8/7/2023Acadian Asset Management LLC80,331$1.25M0.0%-56.4%0.468%
8/3/2023Atria Wealth Solutions Inc.16,611$259K0.0%+8.1%0.097%
7/31/2023LPL Financial LLC26,512$413K0.0%+35.7%0.154%
7/25/2023 Raymond James Financial Services Advisors Inc.184,747$2.88M0.0%-5.4%1.075%
7/25/2023 Raymond James & Associates226,545$3.53M0.0%-9.3%1.319%
7/13/2023 Cambridge Investment Research Advisors Inc.54,326$847K0.0%+13.9%0.316%
6/14/2023Atria Wealth Solutions Inc.15,362$241K0.0%N/A0.089%
5/11/2023Acadian Asset Management LLC184,150$2.88M0.0%-29.6%1.072%
4/26/2023State of New Jersey Common Pension Fund D81,500$1.28M0.0%-10.9%0.474%
4/20/2023 LVZ Inc.38,326$601K0.1%+20.9%0.223%
4/14/2023 Raymond James Financial Services Advisors Inc.195,203$3.06M0.0%+4.7%1.117%
4/14/2023 Raymond James & Associates249,711$3.91M0.0%+1.1%1.429%
3/23/2023MetLife Investment Management LLC4,297$68K0.0%N/A0.029%
2/13/2023BOKF NA45,752$727K0.0%+18.4%0.305%
2/8/2023 Raymond James Financial Services Advisors Inc.186,502$2.96M0.0%+6.3%1.245%
2/8/2023 Raymond James & Associates247,000$3.93M0.0%+12.4%1.649%
2/8/2023 Cambridge Investment Research Advisors Inc.47,308$752K0.0%+14.7%0.316%
2/2/2023Monarch Partners Asset Management LLC147,568$2.35M0.7%+0.7%0.985%
1/17/2023 LVZ Inc.31,705$504K0.1%N/A0.212%
11/7/2022Nisa Investment Advisors LLC4,497$67K0.0%+81.6%0.030%
11/3/2022Barclays PLC4,741$71K0.0%+15.8%0.032%
10/26/2022 Allspring Global Investments Holdings LLC3,205$48K0.0%N/A0.021%
10/25/2022 Raymond James & Associates219,801$3.29M0.0%-7.6%1.470%
10/25/2022 Raymond James Financial Services Advisors Inc.175,377$2.63M0.0%+22.3%1.173%
10/17/2022 Cambridge Investment Research Advisors Inc.41,248$618K0.0%+7.1%0.276%
8/11/2022O Shaughnessy Asset Management LLC14,115$286K0.0%-23.1%0.094%
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8/11/2022BOKF NA69,797$1.42M0.0%N/A0.467%
8/10/2022Kennedy Capital Management Inc.264,999$5.37M0.2%-11.8%1.773%
8/9/2022 SeaCrest Wealth Management LLC1,300$26K0.0%N/A0.009%
8/3/2022AE Wealth Management LLC17,398$353K0.0%N/A0.119%
8/2/2022Financial Counselors Inc.11,500$233K0.0%N/A0.079%
7/29/20221776 Wealth LLC30,237$613K0.4%-3.0%0.207%
7/25/2022Strs Ohio1,800$36K0.0%N/A0.012%
7/22/2022Truist Financial Corp9,937$201K0.0%-10.5%0.068%
7/20/2022Dorsey Wright & Associates1,750$35K0.0%N/A0.012%
7/13/2022 Cambridge Investment Research Advisors Inc.38,500$780K0.0%+12.3%0.264%
5/17/2022Highland Capital Management Fund Advisors L.P.6,458,211$145.96M18.8%+283.6%44.265%
5/12/2022Acadian Asset Management LLC38,476$868K0.0%+3,211.2%0.264%
5/11/2022 Raymond James Financial Services Advisors Inc.132,947$3.01M0.0%+9.3%0.911%
5/11/2022 Raymond James & Associates208,390$4.71M0.0%+15.5%1.429%
5/6/2022Monarch Partners Asset Management LLC146,496$3.31M0.7%+70.7%1.018%
4/26/2022Sciencast Management LP9,315$212K0.0%N/A0.065%
4/22/2022Exane Derivatives4,155$94K0.0%-26.8%0.029%
2/15/2022Kennedy Capital Management Inc.302,357$5.82M0.1%-1.8%3.300%
2/11/2022O Shaughnessy Asset Management LLC16,196$312K0.0%-33.3%0.177%
2/8/2022 Raymond James Financial Services Advisors Inc.121,635$2.34M0.0%+11.9%1.328%
2/8/2022 Raymond James & Associates180,413$3.47M0.0%-20.3%1.969%
2/3/2022 Cambridge Investment Research Advisors Inc.28,893$556K0.0%+22.6%0.315%
2/3/2022Advisor Group Holdings Inc.36,783$707K0.0%+36.8%0.401%
2/3/2022Monarch Partners Asset Management LLC85,800$1.65M0.3%+9.3%0.936%
11/16/2021Two Sigma Advisers LP84,500$1.65M0.0%+30.6%1.537%
11/16/2021Two Sigma Investments LP107,862$2.10M0.0%+42.0%1.961%
11/16/2021Uniplan Investment Counsel Inc.136,424$2.66M0.2%-0.6%2.481%
11/15/2021Marshall Wace LLP117,293$2.29M0.0%+847.8%2.133%
11/15/2021Penserra Capital Management LLC3,854$75K0.0%N/A0.070%
11/15/2021Natixis30,400$592K0.0%+16.9%0.553%
11/12/2021Renaissance Technologies LLC145,200$2.83M0.0%-19.3%2.640%
11/12/2021Crown Advisors Management Inc.20,000$389K0.3%N/A0.364%
11/10/2021O Shaughnessy Asset Management LLC24,295$473K0.0%+43.4%0.442%
11/9/2021BlackRock Inc.30,721$599K0.0%+6.5%0.559%
11/5/2021Truist Financial Corp11,070$216K0.0%N/A0.201%
11/5/2021Advisor Group Holdings Inc.26,893$524K0.0%+4,162.0%0.489%
11/4/2021Monarch Partners Asset Management LLC78,490$1.53M0.2%+10.8%1.427%
11/2/2021 Raymond James Financial Services Advisors Inc.108,669$2.12M0.0%+6.4%1.976%
11/2/2021 Raymond James & Associates226,230$4.41M0.0%+60.1%4.114%
10/12/2021Koshinski Asset Management Inc.2,600$51K0.0%N/A0.047%
8/25/2021Marshall Wace LLP12,375$259K0.0%+5.4%0.225%
8/17/2021Invesco Ltd.32,605$681K0.0%+25.6%0.593%
8/16/2021Kennedy Capital Management Inc.301,431$6.30M0.1%-1.6%5.482%
8/16/2021State Street Corp13,130$274K0.0%N/A0.239%
8/16/2021Nuveen Asset Management LLC158,021$3.30M0.0%-14.7%2.874%
8/16/2021Marshall Wace LLP12,375$259K0.0%+5.4%0.225%
8/13/2021Renaissance Technologies LLC179,896$3.76M0.0%+13.8%3.271%
8/13/2021Northern Trust Corp9,744$204K0.0%N/A0.177%
8/13/2021Natixis26,000$543K0.0%N/A0.473%
8/13/2021Stifel Financial Corp30,028$627K0.0%+84.8%0.546%
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8/12/2021Advisory Services Network LLC5,697$119K0.0%N/A0.104%
8/10/2021 Cambridge Investment Research Advisors Inc.23,724$496K0.0%+49.0%0.431%
8/9/2021O Shaughnessy Asset Management LLC16,945$354K0.0%N/A0.308%
8/1/2021Monarch Partners Asset Management LLC70,842$1.48M0.2%+23.3%1.342%
5/17/2021Nuveen Asset Management LLC185,253$3.44M0.0%-12.5%3.507%
5/14/2021Kennedy Capital Management Inc.306,282$5.69M0.1%-5.6%5.799%
5/14/2021Uniplan Investment Counsel Inc.132,725$2.47M0.2%-3.0%2.513%
5/14/2021Stifel Financial Corp16,250$302K0.0%+25.6%0.308%
5/13/2021Renaissance Technologies LLC158,143$2.94M0.0%+24.1%2.994%
5/12/2021Geode Capital Management LLC38,573$716K0.0%+3.8%0.730%
(Data available from 1/1/2016 forward)

NREF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NREF shares?

During the previous two years, 28 institutional investors and hedge funds held shares of NexPoint Real Estate Finance. The most heavily invested institutionals were Highland Capital Management Fund Advisors L.P. ($145.96M), Kennedy Capital Management Inc. ($5.37M), Kennedy Capital Management LLC ($4.10M), Raymond James & Associates ($3.72M), Monarch Partners Asset Management LLC ($2.35M), Raymond James Financial Services Advisors Inc. ($1.91M), and Acadian Asset Management LLC ($1.83M).Learn more on NREF's institutional investors.

What percentage of NexPoint Real Estate Finance stock is owned by institutional investors?

67.79% of NexPoint Real Estate Finance stock is owned by institutional investors. Learn more on NREF's institutional investor holdings.

Which institutional investors have been buying NexPoint Real Estate Finance stock?

Of the 23 institutional investors that purchased NexPoint Real Estate Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Highland Capital Management Fund Advisors L.P. ($4.77M), Raymond James Financial Services Advisors Inc. ($102.72K), BOKF NA ($80.80K), Raymond James & Associates ($78.91K), Acadian Asset Management LLC ($68.71K), Monarch Partners Asset Management LLC ($61.77K), and LVZ Inc. ($38.33K).

How much institutional buying is happening at NexPoint Real Estate Finance?

Institutional investors have bought a total of 5,377,356 shares in the last 24 months. This purchase volume represents approximately $118.94M in transactions.

Which NexPoint Real Estate Finance major shareholders have been selling company stock?

Of the 9 institutional investors that sold NexPoint Real Estate Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Acadian Asset Management LLC ($181.33K), Raymond James Financial Services Advisors Inc. ($101.51K), Raymond James & Associates ($52.77K), Kennedy Capital Management Inc. ($35.51K), State of New Jersey Common Pension Fund D ($10K), Atria Wealth Solutions Inc. ($5.38K), and O Shaughnessy Asset Management LLC ($4.24K).

How much institutional selling is happening at NexPoint Real Estate Finance?

Institutional investors have sold a total of 392,833 shares in the last 24 months. This volume of shares sold represents approximately $6.34M in transactions.


This page (NYSE:NREF) was last updated on 4/26/2024 by MarketBeat.com Staff

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