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NexPoint Real Estate Finance Ownership | Who Owns NexPoint Real Estate Finance?

OverviewForecastRevenueFinancialsChartTranscripts

NexPoint Real Estate Finance Ownership Summary

NexPoint Real Estate Finance is owned by 6.80% institutional investors, 7.45% insiders, and 85.74% retail investors. Nexpoint asset management is the largest institutional shareholder, holding 48.48% of NREF shares. Highland Global Allocation A is the top mutual fund, with 4.82% of its assets in NexPoint Real Estate Finance shares.

NREF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNexPoint Real Estate Finance6.80%7.45%85.74%
SectorReal Estate Stocks 42.65%9.09%48.26%
IndustryMortgage REIT Stocks26.66%5.00%68.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Nexpoint asset management8.59M48.48%$121.77M
Blackrock630.69K3.65%$8.65M
Blackrock funding, inc. /de594.00K3.35%$8.00M
Vanguard group397.17K2.24%$5.59M
Raymond james & associates310.58K1.80%$4.26M
Raymond james financial308.48K1.74%$4.37M
Independent financial group239.74K1.35%$3.23M
Morgan stanley194.27K1.10%$2.74M
Geode capital management174.16K0.98%$2.45M
State street170.75K0.96%$2.40B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nexpoint asset management8.59M10.58%$121.77M
1776 wealth72.40K0.38%$975.22K
Morey & quinn wealth partners37.88K0.36%$510.30K
Concorde asset management23.35K0.13%$328.77K
Navis wealth advisors19.64K0.12%$276.60M
Independent financial group239.74K0.10%$3.23M
Ritholtz wealth management112.59K0.03%$1.52M
Wedbush securities62.48K0.02%$842.00K
Legacy wealth managment, llc/id2.38K0.02%$32.07K
Penserra capital management83.37K0.01%$1.12M

Top Buyers

HolderShares% AssetsChange
Independent financial group239.74K0.10%239.74K
Vanguard fiduciary trust40.52K0.00%40.52K
Morgan stanley194.27K0.00%28.84K
Raymond james & associates310.58K0.00%18.33K
Vident advisory18.12K0.00%18.12K

Top Sellers

HolderShares% AssetsChange
Kennedy capital management---80.91K
Bokf, na---67.53K
Marshall wace, llp---56.73K
Berkeley capital partners---40.91K
Summit asset management---40.08K

New Positions

HolderShares% AssetsChangeValue
Independent financial group239.74K0.10%239.74K$3.23M
Vanguard fiduciary trust40.52K0.00%40.52K$545.86K
Vident advisory18.12K0.00%18.12K$256.94K
Callan family office12.22K0.00%12.22K$164.58K
Sg americas securities7.95K0.00%7.95K$107.00K

Sold Out

HolderChange
Srs capital advisors-1.00
Nelson, van denburg & campbell wealth management group-9.00
Coldstream capital management-38.00
Cornerstone planning group-39.00
Physician wealth advisors-68.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202535-52.70%1,205,885-89.76%60.15%11-74.42%19-
Sep 30, 202530-57.14%942,492-91.80%50.13%13-64.86%9-64.00%
Jun 30, 202575-1.32%11,700,954-0.25%661.47%4017.65%264.00%
Mar 31, 20251-98.72%166,049-98.58%-0.02%--100.00%1-92.86%
Dec 31, 2024735.80%11,545,871-1.54%661.46%3934.48%14-33.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Highland Global Allocation A901.38K4.82%-
NexPoint Real Estate Strategies Z281.82K1.52%-
Vanguard US Total Market Shares ETF241.45K1.37%-
Vanguard Total Stock Mkt Idx Inv235.48K1.26%-
iShares Russell 2000 ETF216.84K1.16%1.83K
Fuh Hwa FTSE Mortgage REITs ETF163.60K0.93%16.74K
Kennedy Extended Small Cap80.91K0.46%-77.32K
Hoya Capital High Dividend Yield ETF83.61K0.45%-
Fidelity Small Cap Index81.70K0.44%-331.00
iShares Mortgage Real Estate Capped ETF78.93K0.42%-1.27K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 18, 2025Mitts Brian-Sell$172.73K
Sep 22, 2025DONDERO JAMES D PresidentSell$945.78K
Sep 22, 2025DONDERO JAMES D PresidentBuy$945.78K
Apr 09, 2025Richards Paul See RemarksBuy$12.28K
Jun 07, 2023Wood Catherine D.-Buy$57.92K

Insider Transactions Trends

DateBuySell
2025 Q311
2025 Q21-
2025 Q1--
2024 Q2--
2024 Q1--

NREF Ownership FAQ

Who Owns NexPoint Real Estate Finance?

NexPoint Real Estate Finance shareholders are primarily institutional investors at 6.80%, followed by 7.45% insiders and 85.75% retail investors. The average institutional ownership in NexPoint Real Estate Finance's industry, Mortgage REIT Stocks, is 26.66%, which NexPoint Real Estate Finance falls below.

Who owns the most shares of NexPoint Real Estate Finance?

NexPoint Real Estate Finance’s largest shareholders are Nexpoint asset management (8.59M shares, 48.48%), Blackrock (630.69K shares, 3.65%), and Blackrock funding, inc. /de (594K shares, 3.35%). Together, they hold 55.48% of NexPoint Real Estate Finance’s total shares outstanding.

Does Blackrock own NexPoint Real Estate Finance?

Yes, BlackRock owns 3.65% of NexPoint Real Estate Finance, totaling 630.69K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.65M$. In the last quarter, BlackRock increased its holdings by 11.43K shares, a 1.85% change.

Who is NexPoint Real Estate Finance’s biggest shareholder by percentage of total assets invested?

Nexpoint asset management is NexPoint Real Estate Finance’s biggest shareholder by percentage of total assets invested, with 10.58% of its assets in 8.59M NexPoint Real Estate Finance shares, valued at 121.77M$.

Who is the top mutual fund holder of NexPoint Real Estate Finance shares?

Highland Global Allocation A is the top mutual fund holder of NexPoint Real Estate Finance shares, with 4.82% of its total shares outstanding invested in 901.38K NexPoint Real Estate Finance shares.

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