Nexpoint Real Estate FinanceNREF

13F holders, Q3 2025 (September 30)
76holders
10new positions
8sold out
1famous investor
$14.18avg. 13F price*

At the end of Q3 2025, 76 institutions reported holding Nexpoint Real Estate Finance (NREF) in their 13F filings, unchanged from Q2 2025. 10 opened new positions and 8 sold out. The largest holders were Nexpoint Asset Management, L.P. ($121.8M), BlackRock, Inc. ($8.7M) and Vanguard Group Inc. ($6.1M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Nexpoint Real Estate Finance
CUSIP
65342V101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 62Q1 2024Q2 2024: 65Q2 2024Q3 2024: 69Q3 2024Q4 2024: 77Q4 2024Q1 2025: 75Q1 2025Q2 2025: 76Q2 2025Q3 2025: 76Q3 2025Q4 2025: 79Q4 2025Q1 2026: 86Q1 2026Q2 2026: 77Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$715K
Exits8$1.9M

All 13F filers, Q2 2025 → Q3 2025: 277,340 shares bought and 199,483 shares sold, net +77,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Nexpoint Asset Management, L.P. 10.91% No change 8,587,364 $121.8M
BlackRock, Inc. 0.00% Reduce -1.1% 616,620 $8.7M
Vanguard Group Inc. 0.00% Reduce -0.6% 432,127 $6.1M
Raymond James Financial Inc. 0.00% Add +1.0% 308,477 $4.4M
Geode Capital Management, LLC 0.00% Reduce -7.6% 185,954 $2.6M
State Street Corp. 0.00% Add +5.6% 171,226 $2.4M
Morgan Stanley 0.00% Add +4.5% 165,435 $2.3M
Millennium Management 0.00% Reduce -3.9% 139,964 $2.0M
Copley Financial Group, Inc. 1.10% Add +200.2% 113,834 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +17.1% 111,021 $1.6M
Goldman Sachs Group Inc. 0.00% Add +117.5% 96,208 $1.4M
1776 Wealth LLC 0.40% Add +4.8% 72,458 $1.0M
Independent Financial Group, LLC 0.02% Add +34.0% 71,835 $1.0M
Penserra Capital Management LLC 0.01% Add +3.5% 71,246 $1.0M
Wedbush Securities Inc. 0.03% Reduce -8.5% 70,357 $998K
Ritholtz Wealth Management 0.02% Add +19.0% 67,406 $956K
Northern Trust Corp. 0.00% Reduce -9.5% 56,729 $804K
Summit Asset Management, LLC 0.09% No change 40,083 $568K
Berkeley Capital Partners, LLC 0.13% Reduce -0.2% 39,860 $565K
Morey & Quinn Wealth Partners, LLC 0.40% Reduce -3.4% 38,289 $543K
LPL Financial LLC 0.00% Add +30.2% 36,577 $519K
Charles Schwab Investment Management Inc. 0.00% Add +9.9% 26,357 $374K
HighTower Advisors, LLC 0.00% No change 24,669 $350K
Bank of America Corp. 0.00% Add +2.2% 22,385 $317K
Barclays PLC 0.00% Reduce -6.8% 21,907 $311K
Concorde Asset Management, LLC 0.13% — 21,370 $302K
Two Sigma Investments, LP 0.00% Add +3.9% 20,511 $291K
Bank of New York Mellon Corp 0.00% Add +9.5% 19,986 $283K
Navis Wealth Advisors, LLC 0.20% Add +3.5% 18,973 $269K
Vident Advisory, LLC 0.00% New 18,120 $257K
Osaic Holdings, Inc. 0.00% Reduce -8.6% 13,763 $206K
HSBC Holdings PLC 0.00% Reduce -2.2% 13,930 $198K
Alliancebernstein L.P. 0.00% Add +11.3% 13,840 $196K
Deutsche Bank AG 0.00% New 13,583 $193K
Russell Investments Group, Ltd. 0.00% Add +4.0% 13,568 $192K
Rhumbline Advisers 0.00% Reduce -6.4% 11,892 $169K
HRT Financial LP 0.00% New 11,733 $166K
PFG Investments, LLC 0.01% Reduce -40.1% 10,765 $153K
UBS Group AG 0.00% Add +142.4% 7,737 $110K
Acadian Asset Management LLC 0.00% Add +63.6% 7,115 $99K
Wells Fargo & Company 0.00% Add +19.5% 5,863 $83K
New York State Common Retirement Fund 0.00% No change 5,468 $78K
Royal Bank of Canada 0.00% Add +6.4% 4,931 $70K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 3,556 $50K
JPMorgan Chase & Co. 0.00% Reduce -50.4% 3,537 $50K
Legacy Wealth Managment, LLC 0.02% Add +77.9% 3,156 $45K
BNP Paribas Financial Markets 0.00% Add +152.6% 2,796 $40K
Nisa Investment Advisors, LLC 0.00% No change 2,792 $40K
Public Employees Retirement System of Ohio 0.00% New 1,970 $28K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,846 $26K
STRS Ohio 0.00% No change 1,700 $24K
Simplex Trading, LLC 0.00% Reduce -4.3% 1,714 $24K
Citigroup Inc. 0.00% Reduce -60.8% 1,129 $16K
FMR LLC 0.00% Reduce -3.1% 1,032 $15K
Advisory Services Network, LLC 0.00% New 993 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -64.3% 889 $13K
Legal & General Group Plc 0.00% No change 717 $10K
California State Teachers Retirement System 0.00% No change 592 $8K
Ameritas Investment Partners, Inc. 0.00% No change 588 $8K
Sterling Capital Management LLC 0.00% Add +128.6% 528 $7K
Cwm, LLC 0.00% Add +34.2% 432 $6K
Harbour Investments, Inc. 0.00% No change 300 $4K
Amalgamated Bank 0.00% No change 272 $4K
Covestor Ltd 0.00% Add +474.4% 224 $3K
Harbor Capital Advisors, Inc. 0.00% Add +0.9% 223 $3K
Private Wealth Management Group, LLC 0.00% New 186 $3K
Optiver Holding B.V. 0.00% New 152 $2K
Arax Advisory Partners 0.00% New 125 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.6% 110 $2K
Essential Partners LLC 0.00% Add +1960.0% 103 $1K
Physician Wealth Advisors, Inc. 0.00% No change 68 $965
GAMMA Investing LLC 0.00% Add +21.4% 68 $964
PNC Financial Services Group, Inc. 0.00% New 43 $610
IFP Advisors, Inc 0.00% Add +22.2% 33 $468
True Wealth Design, LLC 0.00% Add +66.7% 5 $71
Allworth Financial LP 0.00% Add +50.0% 3 $43

"% of holder's portfolio" is NREF's weight in each manager's 13F, not the share of Nexpoint Real Estate Finance the manager owns.