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NexPoint Real Estate Finance (NREF) Institutional Ownership

NexPoint Real Estate Finance logo
$15.82 -0.36 (-2.22%)
Closing price 03:59 PM Eastern
Extended Trading
$15.78 -0.04 (-0.23%)
As of 04:10 PM Eastern
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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)
31
Total
Institutional Inflows
(last 12 months)
$21.66M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$1.98M
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NREF Institutional Buying and Selling by Quarter

NexPoint Real Estate Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE26,866$362K0.0%-6.8%0.144%
5/16/2026Copley Financial Group Inc.110,507$1.49M0.9%-10.4%0.591%
5/14/2026Public Employees Retirement System of Ohio5,820$78K0.0%+195.4%0.031%
5/13/2026Cetera Investment Advisers36,556$492K0.0%+83.2%0.196%
5/7/2026Legacy Wealth Managment LLC ID2,381$32K0.0%-24.5%0.013%
5/6/2026Independent Financial Group LLC239,739$3.23M0.1%N/A1.283%
5/5/2026Bank of New York Mellon Corp15,072$203K0.0%-12.1%0.081%
4/27/2026PFG Investments LLC11,299$152K0.0%N/A0.060%
4/20/2026Ritholtz Wealth Management112,588$1.52M0.0%+16.4%0.602%
4/16/2026SG Americas Securities LLC7,948$107K0.0%N/A0.043%
2/19/2026Invesco Ltd.11,854$167K0.0%N/A0.067%
2/18/2026Millennium Management LLC87,151$1.23M0.0%-37.7%0.492%
2/17/2026Nexpoint Asset Management L.P.9,439,635$132.91M9.2%+9.9%53.271%
2/17/2026Cetera Investment Advisers19,954$281K0.0%N/A0.113%
2/17/2026Osaic Holdings Inc.11,804$166K0.0%-14.2%0.067%
2/17/2026Russell Investments Group Ltd.22,322$314K0.0%+64.5%0.126%
2/17/2026Copley Financial Group Inc.123,307$1.74M1.1%+8.3%0.696%
2/16/2026Barclays PLC22,858$322K0.0%+4.3%0.129%
2/13/2026Charles Schwab Investment Management Inc.23,917$337K0.0%-9.3%0.135%
2/13/2026Wells Fargo & Company MN8,581$121K0.0%+46.4%0.048%
2/13/2026Concorde Asset Management LLC23,350$329K0.1%+9.3%0.132%
2/12/2026Jane Street Group LLC22,422$316K0.0%N/A0.127%
2/12/2026Wedbush Securities Inc.67,977$957K0.0%-3.4%0.384%
2/11/2026Deutsche Bank AG9,999$141K0.0%-26.4%0.056%
2/11/2026LPL Financial LLC44,538$627K0.0%+21.8%0.251%
2/11/2026O Shaughnessy Asset Management LLC157,700$2.22M0.0%+42.0%0.890%
2/10/2026Goldman Sachs Group Inc.89,469$1.26M0.0%-7.0%0.505%
2/9/2026Geode Capital Management LLC174,155$2.45M0.0%-6.3%0.983%
2/5/2026Berkeley Capital Partners LLC40,909$576K0.1%+2.6%0.231%
1/23/2026Ritholtz Wealth Management96,697$1.36M0.0%+43.5%0.546%
1/21/2026Daytona Street Capital LLC7,000$99K0.1%N/A0.040%
1/1/2026JPMorgan Chase & Co.3,537$50K0.0%-50.4%0.020%
11/18/2025Copley Financial Group Inc.113,834$1.61M1.1%+200.2%0.642%
11/17/2025Public Employees Retirement System of Ohio1,970$28K0.0%N/A0.011%
11/17/2025Millennium Management LLC139,964$1.99M0.0%-3.9%0.790%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,556$50K0.0%N/A0.020%
11/17/2025Alliancebernstein L.P.13,840$196K0.0%+11.3%0.078%
11/14/2025Raymond James Financial Inc.308,477$4.37M0.0%+1.0%1.741%
11/14/2025Two Sigma Investments LP20,511$291K0.0%+3.9%0.116%
11/13/2025BNP Paribas Financial Markets2,796$40K0.0%+152.6%0.016%
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11/7/2025Vanguard Group Inc.432,127$6.13M0.0%-0.6%2.439%
11/7/2025JPMorgan Chase & Co.3,537$50K0.0%-50.4%0.020%
11/6/20251776 Wealth LLC72,458$1.03M0.4%+4.8%0.409%
11/6/2025Wedbush Securities Inc.70,357$998K0.0%-8.5%0.397%
11/6/2025Rhumbline Advisers11,892$169K0.0%-6.4%0.067%
11/4/2025Penserra Capital Management LLC71,246$1.01M0.0%+3.5%0.402%
10/31/2025PFG Investments LLC10,765$153K0.0%-40.1%0.061%
10/28/2025Ritholtz Wealth Management67,406$956K0.0%+19.0%0.380%
10/28/2025Morey & Quinn Wealth Partners LLC38,289$543K0.4%-3.4%0.216%
9/4/2025Osaic Holdings Inc.15,052$208K0.0%-7.4%0.085%
8/15/2025Bank of America Corp DE21,898$302K0.0%-5.6%0.124%
8/14/2025Raymond James Financial Inc.305,287$4.21M0.0%+2.6%1.723%
8/13/2025Marshall Wace LLP56,732$782K0.0%+5.7%0.320%
8/13/2025Copley Financial Group Inc.37,916$523K0.4%+243.1%0.214%
8/13/2025Russell Investments Group Ltd.13,043$180K0.0%+127.3%0.074%
8/8/2025Police & Firemen s Retirement System of New Jersey1,846$25K0.0%N/A0.010%
8/8/2025Geode Capital Management LLC201,310$2.78M0.0%+0.9%1.137%
8/7/2025Summit Asset Management LLC40,083$553K0.1%N/A0.226%
8/6/2025Penserra Capital Management LLC68,843$949K0.0%+5.4%0.389%
8/6/2025Wedbush Securities Inc.76,917$1.06M0.0%-8.3%0.434%
8/5/2025Corton Capital Inc.17,104$236K0.3%+9.1%0.097%
7/31/2025Nisa Investment Advisors LLC2,792$39K0.0%-27.1%0.016%
7/28/2025Ritholtz Wealth Management56,632$781K0.0%+3.9%0.320%
7/18/2025PFG Investments LLC17,977$248K0.0%N/A0.102%
7/14/2025Kapitalo Investimentos Ltda12,496$172K0.0%N/A0.071%
6/27/2025Goldman Sachs Group Inc.42,920$656K0.0%+16.4%0.242%
5/28/2025Strs Ohio1,700$26K0.0%N/A0.010%
5/21/2025Acadian Asset Management LLC8,170$124K0.0%-15.2%0.046%
5/16/2025Goldman Sachs Group Inc.42,920$656K0.0%+16.4%0.243%
5/16/2025Concorde Asset Management LLC21,728$332K0.2%+37.1%0.123%
5/14/2025MetLife Investment Management LLC4,852$74K0.0%N/A0.027%
5/13/2025Raymond James Financial Inc.297,411$4.55M0.0%-10.4%1.686%
5/13/2025HighTower Advisors LLC22,615$346K0.0%+20.7%0.128%
5/7/2025Corton Capital Inc.15,675$240K0.8%-33.5%0.089%
5/6/2025Wedbush Securities Inc.83,897$1.28M0.0%+18.4%0.475%
5/6/20251776 Wealth LLC61,939$947K0.4%+1.6%0.351%
5/5/2025Berkeley Capital Partners LLC38,971$596K0.2%+2.9%0.221%
4/30/2025Nisa Investment Advisors LLC3,830$59K0.0%-19.6%0.022%
4/29/2025Penserra Capital Management LLC65,343$999K0.0%+20.9%0.370%
4/17/2025Ritholtz Wealth Management54,521$834K0.0%N/A0.309%
2/17/2025Two Sigma Investments LP13,379$210K0.0%-28.5%0.077%
2/17/2025Millennium Management LLC200,086$3.14M0.0%+37.6%1.146%
2/17/2025Corton Capital Inc.23,583$370K0.2%N/A0.135%
2/17/2025Cubist Systematic Strategies LLC11,867$186K0.0%N/A0.068%
2/17/2025Bank of America Corp DE26,454$415K0.0%+10.2%0.152%
2/14/2025Jane Street Group LLC24,274$381K0.0%+101.9%0.139%
2/14/2025Northern Trust Corp69,621$1.09M0.0%+2.9%0.399%
2/13/2025Marshall Wace LLP36,194$568K0.0%N/A0.207%
2/13/2025Barclays PLC23,345$366K0.0%+7.4%0.134%
2/13/2025Concorde Asset Management LLC15,850$249K0.1%N/A0.091%
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2/13/2025Kennedy Capital Management LLC80,913$1.27M0.0%-48.9%0.463%
2/13/2025Raymond James Financial Inc.331,922$5.21M0.0%N/A1.901%
2/13/2025Renaissance Technologies LLC12,900$202K0.0%-25.0%0.074%
2/13/2025Wedbush Securities Inc.70,846$1.11M0.0%+10.2%0.406%
2/13/2025Wells Fargo & Company MN4,801$75K0.0%+27.8%0.027%
2/12/2025JPMorgan Chase & Co.9,649$151K0.0%+47.3%0.055%
2/12/2025Morey & Quinn Wealth Partners LLC39,639$622K0.5%N/A0.227%
2/11/2025LPL Financial LLC31,093$488K0.0%+7.0%0.178%
2/11/2025Berkeley Capital Partners LLC37,887$594K0.2%+2.1%0.217%
2/10/2025Corient Private Wealth LLC12,343$194K0.0%-25.5%0.071%


NREF Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of NexPoint Real Estate Finance. The most heavily invested institutionals were Nexpoint Asset Management L.P. ($132.91M), Vanguard Group Inc. ($6.13M), Raymond James & Associates ($4.67M), Raymond James Financial Inc. ($4.37M), Independent Financial Group LLC ($3.23M), Geode Capital Management LLC ($2.45M), and State Street Corp ($2.37M).Learn more on NexPoint Real Estate Finance's institutional investors.

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

Of the 50 institutional investors that purchased NexPoint Real Estate Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Nexpoint Asset Management L.P. ($852.27K), Raymond James Financial Inc. ($674.91K), Independent Financial Group LLC ($239.74K), Copley Financial Group Inc. ($118.91K), Ritholtz Wealth Management ($112.59K), Millennium Management LLC ($54.69K), and O Shaughnessy Asset Management LLC ($46.68K).

Institutional investors have bought a total of 1,548,942 shares in the last 24 months. This purchase volume represents approximately $21.66M in transactions.

Of the 17 institutional investors that sold NexPoint Real Estate Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($58.43K), Wedbush Securities Inc. ($15.92K), Copley Financial Group Inc. ($12.80K), Geode Capital Management LLC ($11.80K), PFG Investments LLC ($7.21K), JPMorgan Chase & Co. ($7.19K), and Goldman Sachs Group Inc. ($6.74K).

Institutional investors have sold a total of 141,293 shares in the last 24 months. This volume of shares sold represents approximately $1.98M in transactions.


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This page (NYSE:NREF) was last updated on 7/8/2026 by MarketBeat.com Staff.
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