NexPoint Real Estate Finance NREF Institutional Ownership

NYSE NREF

$17.57 -0.22 (-1.24%)

As of: Sep 8, 2026 · 3:59 PM EDT

Institutions by Trading Activity

80 Institutions

Increased 42 52.5%

Unchanged 17 21.3%

Reduced 21 26.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

68.57%

▼-1.92 pp QoQ

Shares Held by Institutions

12.92Mn

of 18.84Mn outstanding

▼-0.36% QoQ

Shares Outstanding

18.84Mn

5.92Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-6 vs prior quarter

Net Shares Added (QoQ)

-46.32K

distributed since last quarter

Value of Holdings

$229.86Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

NexPoint Real Estate Finance, Inc. (NYSE:NREF) is held by 80 institutional investors per 13F filings through June 2026.

These investors held 68.6% of outstanding shares in June 2026, down from 70.5% in March 2026.
Their total shares held in NREF decreased -0.36% from the prior quarter, while the number of investors in NexPoint Real Estate Finance increased 6.67% year over year.
Activity in NREF broke down as 42 buyers, 21 sellers, and 17 unchanged among 80 total holders.
Altogether, these fund groups held 12.92Mn shares in NREF by June 2026, down by 46.32K shares quarter on quarter, and up 1.26Mn shares year over year.
As of June 30, 2026, NEXPOINT ASSET MANAGEMENT, L.P. held the largest stake in NexPoint Real Estate Finance with 9.44Mn shares, accounting for 50.09% of total shares outstanding.
The biggest buyers of NexPoint Real Estate Finance for the quarter ending June 2026 included VANGUARD CAPITAL MANAGEMENT LLC (36.85K), BlackRock, Inc. (30.27K), Oak Grove Capital LLC (27.0K), Sixth Street Partners Management Company, L.P. (23.62K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (18.4K).
Top sellers of NREF stock for the quarter ending June 2026 included INDEPENDENT FINANCIAL GROUP, LLC (235.33K), Goldman Sachs Group Inc (19.97K), RITHOLTZ WEALTH MANAGEMENT (7.97K), UBS Group AG (7.23K), Raymond James Financial Inc (6.1K).
Per Business Quant data, the top 10 holders of NexPoint Real Estate Finance for the quarter ending June 2026 are NEXPOINT ASSET MANAGEMENT, L.P. (9.44Mn), BlackRock, Inc. (624.28K), VANGUARD CAPITAL MANAGEMENT LLC (346.32K), Raymond James Financial Inc (292.85K), INDEPENDENT FINANCIAL GROUP, LLC (281.01K), Morgan Stanley (195.07K), GEODE CAPITAL MANAGEMENT, LLC (182.68K), State Street Corp (173.36K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (155.33K), Copley Financial Group, Inc. (110.59K).

Form 13F Holdings

80 Institutional Holders

Report period 30 Jun, 2026

Total shares held 12.92Mn

Of outstanding 68.57%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	NEXPOINT ASSET MANAGEMENT, L.P.	0001469877	9,439,635	50.09%	0	0.00%	$146.31Mn
2	BlackRock, Inc.	0002012383	624,275	3.31%	▲30,273	+5.10%	$9.68Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	346,323	1.84%	▲36,847	+11.91%	$5.37Mn
4	Raymond James Financial Inc	0000720005	292,853	1.55%	▼6,099	-2.04%	$4.54Mn
5	INDEPENDENT FINANCIAL GROUP, LLC	0000275484	281,010	1.49%	▼235,330	-45.58%	$4.36Mn
6	Morgan Stanley	0000895421	195,067	1.04%	▲3,319	+1.73%	$3.02Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	182,678	0.97%	▲3,429	+1.91%	$2.83Mn
8	State Street Corp	0000093751	173,362	0.92%	▼2,200	-1.25%	$2.69Mn
9	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0001423442	155,328	0.82%	▼387	-0.25%	$2.41Mn
10	Copley Financial Group, Inc.	0002045258	110,587	0.59%	▲80	+0.07%	$1.71Mn
11	RITHOLTZ WEALTH MANAGEMENT	0001698218	104,618	0.56%	▼7,970	-7.08%	$1.62Mn
12	Penserra Capital Management LLC	0001593324	80,732	0.43%	▼2,642	-3.17%	$1.25K
13	1776 Wealth LLC	0001803140	72,399	0.38%	0	0.00%	$1.12Mn
14	WEDBUSH SECURITIES INC	0001142495	60,117	0.32%	▼2,365	-3.79%	$932
15	Northern Trust Corp	0000073124	57,141	0.30%	▲7,346	+14.75%	$885.69K
16	Goldman Sachs Group Inc	0000886982	51,585	0.27%	▼19,971	-27.91%	$799.57K
17	LPL Financial LLC	0001403438	50,332	0.27%	▲4,818	+10.59%	$780.15K
18	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	48,334	0.26%	▲9,593	+24.76%	$749.18K
19	Cetera Investment Advisers	0001666741	41,722	0.22%	▲5,166	+14.13%	$646.70K
20	VANGUARD FIDUCIARY TRUST CO	0000933478	41,174	0.22%	▲650	+1.60%	$638.20K

Showing 1 to 20 of 80 holders