NexPoint Real Estate Finance, Inc. (NREF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

25,248,601Shares Outstanding

10,729Shares held by institutions

$161,793Value of institutional holdings

9.84%Institutional ownership %

4.41%Shares Changed QoQ

55No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, NexPoint Real Estate Finance, Inc. (NYSE:NREF) is held by 55 institutional firms.

Institutional ownership in NexPoint Real Estate Finance edged down to 9.8% in December 2025, compared to 46.7% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 4.41%, with a year-over-year a decrease of 29.49% in the count of filers.
Among the 55 institutional holders of NexPoint Real Estate Finance, 22 added to their stakes while 26 trimmed their positions and 7 held steady.
The total number of shares held by institutions in NexPoint Real Estate Finance increased to 2.49Mn as of December 2025, a net change of up by 104.90K shares quarter on quarter, and down 9.25Mn shares year over year.
The top institutional stake in NexPoint Real Estate Finance as of December 31, 2025 belongs to BlackRock, Inc., which owns 625.39K shares, or 2.48% of the company.
Among the most significant buyers of NexPoint Real Estate Finance during December 2025 were O'SHAUGHNESSY ASSET MANAGEMENT, LLC (46.68K), RITHOLTZ WEALTH MANAGEMENT (29.29K), MORGAN STANLEY (28.84K), JANE STREET GROUP, LLC (22.42K), ACADIAN ASSET MANAGEMENT LLC (12.51K).
Leading sellers of NexPoint Real Estate Finance stock in December 2025 included VANGUARD GROUP INC (34.95K), GEODE CAPITAL MANAGEMENT, LLC (11.80K), UBS Group AG (6.78K), GOLDMAN SACHS GROUP INC (6.74K), DEUTSCHE BANK AG\ (3.58K).
The top 10 institutional holders of NexPoint Real Estate Finance for the quarter ending December 2025 included BlackRock, Inc. (625.39K), VANGUARD GROUP INC (397.17K), MORGAN STANLEY (194.27K), GEODE CAPITAL MANAGEMENT, LLC (174.16K), STATE STREET CORP (170.75K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (157.70K), RITHOLTZ WEALTH MANAGEMENT (96.70K), GOLDMAN SACHS GROUP INC (89.47K), Penserra Capital Management LLC (81.02K), 1776 Wealth LLC (72.40K).

55 Institutional Holders

10,729 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	625,390	8,770	1.42%	$8,805,491.00
VANGUARD GROUP INC	31 Dec, 2025	397,174	-34,953	-8.09%	$5,592,210.00
MORGAN STANLEY	31 Dec, 2025	194,271	28,836	17.43%	$2,735,349.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	174,155	-11,799	-6.35%	$2,452,862.00
STATE STREET CORP	31 Dec, 2025	170,751	-475	-0.28%	$2,404,174.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	157,700	46,679	42.05%	$2,220,416.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	96,697	29,291	43.45%	$1,361,490.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	89,469	-6,739	-7.00%	$1,259,724.00
Penserra Capital Management LLC	31 Dec, 2025	81,016	9,770	13.71%	$1,140.00
1776 Wealth LLC	31 Dec, 2025	72,399	-59	-0.08%	$1,019,378.00
WEDBUSH SECURITIES INC	31 Dec, 2025	67,977	-2,380	-3.38%	$957.00
LPL Financial LLC	31 Dec, 2025	44,538	7,961	21.77%	$627,096.00
Berkeley Capital Partners, LLC	31 Dec, 2025	40,909	1,049	2.63%	$575,999.00
Morey & Quinn Wealth Partners, LLC	31 Dec, 2025	37,884	-405	-1.06%	$533,407.00
HighTower Advisors, LLC	31 Dec, 2025	24,672	3	0.01%	$347,382.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	23,917	-2,440	-9.26%	$336,751.00
Concorde Asset Management, LLC	31 Dec, 2025	23,350	1,980	9.27%	$328,768.00
BARCLAYS PLC	31 Dec, 2025	22,858	951	4.34%	$321,841.00
JANE STREET GROUP, LLC	31 Dec, 2025	22,422	22,422	0.00%	$315,702.00
Navis Wealth Advisors, LLC	31 Dec, 2025	19,645	672	3.54%	$276,597.00

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