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NREF · NexPoint Real Estate Finance, Inc.

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$16.79 +0.39 (+2.38%) At close · Jul 24
Market Cap
$316.46M
Shares
18.85M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 84
Total Value: $173,377,091
Total Shares: 12,828,659

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 85 13F filers
Top Holder
73.5%
Jun 2023 → Mar 2026 · range 72.4% – 73.5%
of institutional value
Top 5
85.1%
Jun 2023 → Mar 2026 · range 85.1% – 86.8%
of institutional value
Top 10
91.4%
Jun 2023 → Mar 2026 · range 91.4% – 93.1%
of institutional value
HHI
5,458
Jun 2023 → Mar 2026 · range 5,309 – 5,458
Highly concentrated
Showing 84 of 84
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid NEXPOINT ASSET MANAGEMENT, L.P. $127,151,882 73.34% 9,439,635
Mega BlackRock, Inc. $8,001,204 4.61% 594,002
Mid INDEPENDENT FINANCIAL GROUP, LLC $4,355,655 2.51% 281,010
Mega VANGUARD CAPITAL MANAGEMENT LLC $4,168,641 2.40% 309,476
Mega RAYMOND JAMES FINANCIAL INC $4,026,883 2.32% 298,952
Mega MORGAN STANLEY $2,582,842 1.49% 191,748
Mega GEODE CAPITAL MANAGEMENT, LLC $2,414,483 1.39% 179,249
Mega STATE STREET CORP $2,364,820 1.36% 175,562
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2,097,481 1.21% 155,715
Mid RITHOLTZ WEALTH MANAGEMENT $1,516,560 0.87% 112,588
Micro Copley Financial Group, Inc. $1,488,529 0.86% 110,507
Mega MILLENNIUM MANAGEMENT LLC $1,376,930 0.79% 102,222
Mid Penserra Capital Management LLC $1,123,047 0.65% 83,374
Small 1776 Wealth LLC $975,214 0.56% 72,399
Mega GOLDMAN SACHS GROUP INC $963,859 0.56% 71,556
Mid WEDBUSH SECURITIES INC Broker-Dealer $841,632 0.49% 62,482
Mega NORTHERN TRUST CORP Bank $670,738 0.39% 49,795
Mega LPL Financial LLC $613,073 0.35% 45,514
Mega VANGUARD FIDUCIARY TRUST CO Bank $545,858 0.31% 40,524
Micro Morey & Quinn Wealth Partners, LLC $510,297 0.29% 37,884
Large JACOBS LEVY EQUITY MANAGEMENT, INC $498,282 0.29% 36,992
Large Cetera Investment Advisers $492,409 0.28% 36,556
Large HighTower Advisors, LLC $373,253 0.22% 27,710
Mega BANK OF AMERICA CORP /DE/ Bank $361,885 0.21% 26,866
Micro Concorde Asset Management, LLC $315,871 0.18% 23,450
Large Russell Investments Group, Ltd. $312,247 0.18% 23,181
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $271,703 0.16% 20,171
Micro Navis Wealth Advisors, LLC $271,636 0.16% 20,166
Mega UBS Group AG $205,888 0.12% 15,285
Mega Bank of New York Mellon Corp Bank $203,019 0.12% 15,072
Mega ALLIANCEBERNSTEIN L.P. $186,424 0.11% 13,840
Mid Callan Family Office, LLC Family Office $164,576 0.09% 12,218
Mega TWO SIGMA INVESTMENTS, LP $161,518 0.09% 11,991
Mega BARCLAYS PLC $159,766 0.09% 11,861
Mega Invesco Ltd. $153,745 0.09% 11,414
Large OSAIC HOLDINGS, INC. $141,165 0.08% 10,480
Mega RHUMBLINE ADVISERS $141,017 0.08% 10,469
Mega AMERIPRISE FINANCIAL INC $136,599 0.08% 10,141
Large SG Americas Securities, LLC Broker-Dealer $107,059 0.06% 7,948
Small Daytona Street Capital LLC $94,290 0.05% 7,000
Small Strategic Wealth Partners, Ltd. $83,311 0.05% 6,185
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $78,395 0.05% 5,820
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $73,653 0.04% 5,468
Mega DEUTSCHE BANK AG\ Bank $61,625 0.04% 4,575
Mega CITIGROUP INC $55,873 0.03% 4,148
Large ACADIAN ASSET MANAGEMENT LLC $48,990 0.03% 3,637
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $48,249 0.03% 3,582
Mega Vanguard Global Advisers, LLC $44,329 0.03% 3,291
Mega WELLS FARGO & COMPANY/MN $43,642 0.03% 3,240
Mega JPMORGAN CHASE & CO $39,358 0.02% 2,922
Micro Legacy Wealth Managment, LLC/ID $32,072 0.02% 2,381
Large Police & Firemen's Retirement System of New Jersey Pension $28,613 0.02% 1,846
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $25,390 0.01% 1,885
Mid Tower Research Capital LLC (TRC) $24,017 0.01% 1,783
Mega BNP PARIBAS ARBITRAGE, SA $23,410 0.01% 1,738
Large STRS OHIO $22,899 0.01% 1,700
Large NISA INVESTMENT ADVISORS, LLC $19,935 0.01% 1,480
Mega ROYAL BANK OF CANADA Bank $18,494 0.01% 1,373
Mega Legal & General Group Plc $9,657 0.01% 717
Mid Ameritas Investment Partners, Inc. $7,920 0.00% 588
Mega FMR LLC $5,953 0.00% 442
Mid Advisory Services Network, LLC $4,822 0.00% 358
Large CWM, LLC $4,781 0.00% 355
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $4,539 0.00% 337
Large JONES FINANCIAL COMPANIES LLLP $4,041 0.00% 300
Mid HARBOUR INVESTMENTS, INC. $4,041 0.00% 300
Mid GAMMA Investing LLC $3,751 0.00% 242
Mid HARBOR CAPITAL ADVISORS, INC. $3,071 0.00% 228
Mid Sterling Capital Management LLC $2,990 0.00% 222
Mid EverSource Wealth Advisors, LLC $1,937 0.00% 125
Small Covestor Ltd $1,400 0.00% 104
Mid Optiver Holding B.V. $1,185 0.00% 88
Mid MassMutual Private Wealth & Trust, FSB $992 0.00% 64
Mid Parallel Advisors, LLC $565 0.00% 42
Mega PNC FINANCIAL SERVICES GROUP, INC. $538 0.00% 40
Small Essential Partners LLC $215 0.00% 16
Mid MAI Capital Management $121 0.00% 9
Mid IFP Advisors, Inc $108 0.00% 7
Micro True Wealth Design, LLC $62 0.00% 4
Mid Farther Finance Advisors, LLC $62 0.00% 4
Mid ROTHSCHILD INVESTMENT LLC $40 0.00% 3
Mid Allworth Financial LP $26 0.00% 2
Mid SIMPLEX TRADING, LLC $26 0.00% 2
Small Sunbelt Securities, Inc. Broker-Dealer $13 0.00% 1
Key facts CIK 1786248 CUSIP 65342V101 13F (30d) 9 filings 9 filers Visit website Investor relations

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