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


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NexPoint Real Estate Finance Ownership Summary


NexPoint Real Estate Finance is owned by 66.06% institutional investors, 6.90% insiders, and 27.04% 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 5.09% of its assets in NexPoint Real Estate Finance shares.

NREF Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockNexPoint Real Estate Finance66.06%6.90%27.04%
SectorReal Estate Stocks 69.85%9.10%21.05%
IndustryMortgage REIT Stocks51.49%5.03%43.48%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Nexpoint asset management8.59M48.48%$118.42M
Blackrock630.69K3.65%$8.65M
Blackrock funding, inc. /de623.47K3.52%$8.60M
Vanguard group436.07K2.50%$6.84M
Raymond james & associates310.58K1.80%$4.26M
Raymond james financial305.29K1.72%$4.21M
Geode capital management192.29K1.10%$3.02M
Millennium management166.05K0.95%$2.54M
State street145.82K0.84%$2.00M
Morgan stanley127.78K0.74%$1.75M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nexpoint asset management8.59M10.81%$118.42M
1776 wealth69.15K0.39%$953.63K
Corton capital17.10K0.27%$235.86K
Navis wealth advisors18.33K0.21%$252.77K
Berkeley capital partners39.93K0.14%$550.62K
Concorde asset management15.85K0.13%$248.69K
Summit asset management40.08K0.09%$552.75K
Wedbush securities70.85K0.04%$1.11M
Kapitalo investimentos ltda12.50K0.04%$172.32K
Pfg investments17.98K0.01%$247.90K

Top Buyers

HolderShares% AssetsChange
Summit asset management40.08K0.09%40.08K
Raymond james & associates310.58K0.00%18.33K
Pfg investments17.98K0.01%17.98K
Concorde asset management15.85K0.13%15.85K
Kapitalo investimentos ltda12.50K0.04%12.50K

Top Sellers

HolderShares% AssetsChange
Kennedy capital management---80.91K
Bokf, na---67.53K
Millennium management166.05K0.00%-34.04K
Blackrock funding, inc. /de623.47K0.00%-33.42K
Jane street group---24.27K

New Positions

HolderShares% AssetsChangeValue
Summit asset management40.08K0.09%40.08K$552.75K
Pfg investments17.98K0.01%17.98K$247.90K
Concorde asset management15.85K0.13%15.85K$248.69K
Kapitalo investimentos ltda12.50K0.04%12.50K$172.32K
Bnp paribas arbitrage, snc1.00K-1.00K$15.75K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-9.00
Coldstream capital management-38.00
Cornerstone planning group-39.00
Srs capital advisors-52.00
Pnc financial services group-122.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2024684.62%11,720,330-0.54%671.44%28-22.22%2110.53%
Jun 30, 2024656.56%11,783,4620.85%681.48%3644.00%19-20.83%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Highland Global Allocation A901.38K5.09%-
NexPoint Real Estate Strategies Z281.82K1.59%-
Vanguard US Total Market Shares ETF241.45K1.37%-
Vanguard Total Stock Mkt Idx Inv236.24K1.33%-5.21K
iShares Russell 2000 ETF214.85K1.21%-4.09K
Fuh Hwa FTSE Mortgage REITs ETF163.60K0.93%16.74K
iShares Mortgage Real Estate Capped ETF98.22K0.55%558.00
Vanguard Institutional Extnd Mkt Idx Tr91.24K0.51%-41.58K
Fidelity Small Cap Index85.22K0.48%724.00
Kennedy Extended Small Cap80.91K0.46%-77.32K

Recent Insider Transactions


DateNameRoleActivityValue
Apr 09, 2025Richards Paul See RemarksBuy$12.28K
Jun 07, 2023Wood Catherine D.-Buy$57.92K
May 17, 2023McGraner Matt See RemarksBuy$27.56K
May 10, 2023McGraner Matt See RemarksBuy$26.10K
Jan 09, 2023DONDERO JAMES D PresidentBuy$10.33K

Insider Transactions Trends


DateBuySell
2025 Q21-
2025 Q1--
2024 Q2--
2024 Q1--
2023 Q23-

NREF Ownership FAQ


Who Owns NexPoint Real Estate Finance?

NexPoint Real Estate Finance shareholders are primarily institutional investors at 66.06%, followed by 6.90% insiders and 27.04% retail investors. The average institutional ownership in NexPoint Real Estate Finance's industry, Mortgage REIT Stocks, is 51.49%, which NexPoint Real Estate Finance exceeds.

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 (623.47K shares, 3.52%). Together, they hold 55.66% 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 10.81% of its assets in 8.59M NexPoint Real Estate Finance shares, valued at 118.42M$.

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 5.09% of its total shares outstanding invested in 901.38K NexPoint Real Estate Finance shares.

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