Nexpoint Real Estate FinanceNREF

13F holders, Q1 2026 (March 31)
86holders +7
11new positions
7sold out
1famous investor
$13.47avg. 13F price*

At the end of Q1 2026, 86 institutions reported holding Nexpoint Real Estate Finance (NREF) in their 13F filings, up 7 from Q4 2025. 11 opened new positions and 7 sold out. The largest holders were Nexpoint Asset Management, L.P. ($127.2M), BlackRock, Inc. ($8.0M) and Vanguard Capital Management LLC ($4.2M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions11$1.1M
Exits7$897K

All 13F filers, Q4 2025 → Q1 2026: 212,060 shares bought and 226,875 shares sold, net −14,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Nexpoint Asset Management, L.P. 8.91% No change 9,439,635 $127.2M
BlackRock, Inc. 0.00% Reduce -5.0% 594,002 $8.0M
Vanguard Capital Management LLC 0.00% — 309,476 $4.2M
Raymond James Financial Inc. 0.00% Reduce -4.8% 298,952 $4.0M
Independent Financial Group, LLC 0.08% Add +16.1% 276,601 $3.7M
Morgan Stanley 0.00% Reduce -1.3% 191,748 $2.6M
Geode Capital Management, LLC 0.00% Add +2.9% 179,249 $2.4M
State Street Corp. 0.00% Add +2.8% 175,562 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -1.3% 155,715 $2.1M
Ritholtz Wealth Management 0.03% Add +16.4% 112,588 $1.5M
Copley Financial Group, Inc. 0.90% Reduce -10.4% 110,507 $1.5M
Millennium Management 0.00% Add +17.3% 102,222 $1.4M
Penserra Capital Management LLC 0.01% Add +2.9% 83,374 $1.1M
1776 Wealth LLC 0.38% No change 72,399 $975K
Goldman Sachs Group Inc. 0.00% Reduce -20.0% 71,556 $964K
Wedbush Securities Inc. 0.02% Reduce -8.1% 62,482 $842K
Northern Trust Corp. 0.00% Reduce -5.1% 49,795 $671K
LPL Financial LLC 0.00% Add +2.2% 45,514 $613K
Vanguard Fiduciary Trust Co. 0.00% — 40,524 $546K
Vanguard Portfolio Management LLC 0.00% — 38,741 $522K
Morey & Quinn Wealth Partners, LLC 0.36% No change 37,884 $510K
Jacobs Levy Equity Management, Inc. 0.00% New 36,992 $498K
Cetera Investment Advisers 0.00% Add +83.2% 36,556 $492K
HighTower Advisors, LLC 0.00% Add +12.3% 27,710 $373K
Bank of America Corp. 0.00% Reduce -6.8% 26,866 $362K
Concorde Asset Management, LLC 0.15% Add +0.4% 23,450 $316K
Russell Investments Group, Ltd. 0.00% Add +3.9% 23,181 $312K
Charles Schwab Investment Management Inc. 0.00% Reduce -15.7% 20,171 $272K
Navis Wealth Advisors, LLC 0.14% Add +2.6% 20,166 $272K
UBS Group AG 0.00% Add +1493.8% 15,285 $206K
Bank of New York Mellon Corp 0.00% Reduce -12.1% 15,072 $203K
Alliancebernstein L.P. 0.00% No change 13,840 $195K
Callan Family Office, LLC 0.00% New 12,218 $165K
Two Sigma Investments, LP 0.00% Reduce -65.5% 11,991 $162K
Barclays PLC 0.00% Reduce -48.1% 11,861 $160K
Invesco Ltd. 0.00% Reduce -3.7% 11,414 $154K
PFG Investments, LLC 0.01% New 11,299 $152K
Osaic Holdings, Inc. 0.00% Reduce -11.2% 10,480 $141K
Rhumbline Advisers 0.00% Add +0.6% 10,469 $141K
Ameriprise Financial Inc. 0.00% New 10,141 $137K
SG Americas Securities, LLC 0.00% New 7,948 $107K
Daytona Street Capital LLC 0.07% No change 7,000 $93K
Strategic Wealth Partners, Ltd. 0.01% Add +518.5% 6,185 $83K
Public Employees Retirement System of Ohio 0.00% Add +195.4% 5,820 $78K
New York State Common Retirement Fund 0.00% No change 5,468 $74K
Deutsche Bank AG 0.00% Reduce -54.3% 4,575 $62K
Citigroup Inc. 0.00% Add +646.0% 4,148 $56K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.8% 3,582 $48K
Acadian Asset Management LLC 0.00% Reduce -81.5% 3,637 $48K
Vanguard Global Advisers, LLC 0.00% — 3,291 $44K
Wells Fargo & Company 0.00% Reduce -62.2% 3,240 $44K
JPMorgan Chase & Co. 0.00% Reduce -10.2% 2,922 $39K
Legacy Wealth Managment, LLC 0.02% Reduce -24.5% 2,381 $32K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +355.3% 1,885 $25K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,846 $25K
Tower Research Capital LLC (TRC) 0.00% Add +45.5% 1,783 $24K
BNP Paribas Financial Markets 0.00% Reduce -35.0% 1,738 $23K
STRS Ohio 0.00% No change 1,700 $23K
Nisa Investment Advisors, LLC 0.00% Reduce -5.3% 1,480 $20K
Royal Bank of Canada 0.00% Reduce -10.6% 1,373 $18K
Legal & General Group Plc 0.00% No change 717 $10K
Ameritas Investment Partners, Inc. 0.00% No change 588 $8K
FMR LLC 0.00% Add +12.5% 442 $6K
Advisory Services Network, LLC 0.00% New 358 $5K
Cwm, LLC 0.00% Add +5.7% 355 $5K
California State Teachers Retirement System 0.00% Reduce -28.4% 337 $5K
Harbour Investments, Inc. 0.00% No change 300 $4K
Jones Financial Companies LLLP 0.00% Reduce -50.0% 300 $4K
GAMMA Investing LLC 0.00% Add +8.1% 226 $3K
Harbor Capital Advisors, Inc. 0.00% Add +4.1% 228 $3K
Sterling Capital Management LLC 0.00% Reduce -49.7% 222 $3K
EverSource Wealth Advisors, LLC 0.00% Add +8.2% 119 $2K
Optiver Holding B.V. 0.00% Reduce -42.1% 88 $1K
Covestor Ltd 0.00% Reduce -46.9% 104 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 64 $862
Signaturefd, LLC 0.00% New 50 $674
Parallel Advisors, LLC 0.00% New 42 $566
PNC Financial Services Group, Inc. 0.00% No change 40 $539
Essential Partners LLC 0.00% Add +100.0% 16 $216
MAI Capital Management 0.00% Add +50.0% 9 $122
IFP Advisors, Inc 0.00% Reduce -73.3% 8 $108
Rothschild Investment LLC 0.00% Add +200.0% 3 $40
Allworth Financial LP 0.00% Add +100.0% 2 $27
Simplex Trading, LLC 0.00% New 2 $26
True Wealth Design, LLC 0.00% New 1 $14
Sunbelt Securities, Inc. 0.00% New 1 $13

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