NexPoint Real Estate Finance Ownership | Who Owns NexPoint Real Estate Finance?
NexPoint Real Estate Finance Ownership Summary
NexPoint Real Estate Finance is owned by 69.31% institutional investors, 8.95% insiders, and 21.75% retail investors. Nexpoint asset management is the largest institutional shareholder, holding 50.74% of NREF shares. Highland Global Allocation A is the top mutual fund, with 4.78% of its assets in NexPoint Real Estate Finance shares.
NREF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NexPoint Real Estate Finance | 69.31% | 8.95% | 21.75% |
| Sector | Real Estate Stocks | 72.57% | 9.98% | 17.44% |
| Industry | Mortgage REIT Stocks | 52.71% | 6.57% | 40.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Nexpoint asset management | 9.44M | 50.74% | $146.31M |
| Blackrock | 630.69K | 3.65% | $8.65M |
| Blackrock funding, inc. /de | 624.27K | 3.36% | $9.68M |
| Vanguard group | 397.17K | 2.24% | $5.59M |
| Vanguard capital management | 346.32K | 1.86% | $5.37M |
| Raymond james & associates | 310.58K | 1.80% | $4.26M |
| Raymond james financial | 292.85K | 1.57% | $4.54M |
| Independent financial group | 281.01K | 1.51% | $4.36M |
| Morgan stanley | 195.07K | 1.05% | $3.02M |
| Geode capital management | 182.68K | 0.98% | $2.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nexpoint asset management | 9.44M | 9.78% | $146.31M |
| Copley financial group | 110.59K | 1.04% | $1.71M |
| 1776 wealth | 72.40K | 0.40% | $1.12M |
| Morey & quinn wealth partners | 36.56K | 0.36% | $566.71K |
| Concorde asset management | 23.35K | 0.13% | $328.77K |
| Navis wealth advisors | 20.82K | 0.12% | $322.69K |
| Independent financial group | 281.01K | 0.08% | $4.36M |
| Ritholtz wealth management | 104.62K | 0.02% | $1.62M |
| Wedbush securities | 60.12K | 0.02% | $932.00K |
| Oak grove capital | 27.00K | 0.02% | $418.50K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard capital management | 346.32K | 0.00% | 36.85K |
| Blackrock funding, inc. /de | 624.27K | 0.00% | 30.27K |
| Oak grove capital | 27.00K | 0.02% | 27.00K |
| Sixth street partners management company | 23.62K | - | 23.62K |
| Bridgeway capital management | 18.40K | 0.01% | 18.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -102.22K |
| Kennedy capital management | - | - | -80.91K |
| Bokf, na | - | - | -67.53K |
| Marshall wace, llp | - | - | -56.73K |
| Berkeley capital partners | - | - | -40.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Oak grove capital | 27.00K | 0.02% | 27.00K | $418.50K |
| Sixth street partners management company | 23.62K | - | 23.62K | $366.11K |
| Bridgeway capital management | 18.40K | 0.01% | 18.40K | $285.20K |
| Vident advisory | 18.12K | 0.00% | 18.12K | $256.94K |
| Oppenheimer | 17.36K | 0.00% | 17.36K | $269.03K |
Sold Out
| Holder | Change |
|---|---|
| Simplex trading | -2.00 |
| Kilter group | -9.00 |
| Mai capital management | -9.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Transamerica financial advisors | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 79 | -8.14% | 12,894,777 | 0.16% | 69 | 1.32% | 43 | -2.27% | 19 | -34.48% |
| Mar 31, 2026 | 81 | 3.85% | 12,823,600 | -0.55% | 72 | 1.37% | 40 | 14.29% | 28 | -15.15% |
| Dec 31, 2025 | 35 | -52.70% | 1,205,885 | -89.76% | 6 | 0.15% | 11 | -74.42% | 19 | - |
| Sep 30, 2025 | 30 | -57.14% | 942,492 | -91.80% | 5 | 0.13% | 13 | -64.86% | 9 | -64.00% |
| Jun 30, 2025 | 75 | -1.32% | 11,700,954 | -0.25% | 66 | 1.47% | 40 | 17.65% | 26 | 4.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Highland Global Allocation A | 901.38K | 4.78% | - |
| NexPoint Real Estate Strategies Z | 281.82K | 1.51% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 260.10K | 1.39% | 24.62K |
| Vanguard Total Stock Mkt Idx Inv | 260.10K | 1.39% | 24.62K |
| Vanguard MStar Total Stk Mkt Idx Invest | 260.10K | 1.38% | - |
| Vanguard US Total Market Shares ETF | 241.45K | 1.37% | - |
| iShares Russell 2000 ETF | 233.65K | 1.25% | -4.13K |
| Fuh Hwa FTSE Mortgage REITs ETF | 163.60K | 0.93% | 16.74K |
| iShares Mortgage Real Estate Capped ETF | 88.13K | 0.47% | 2.43K |
| Kennedy Extended Small Cap | 80.91K | 0.46% | -77.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 18, 2025 | Mitts Brian | - | Sell | $172.73K |
| Sep 22, 2025 | DONDERO JAMES D | President | Sell | $945.78K |
| Sep 22, 2025 | DONDERO JAMES D | President | Buy | $945.78K |
| Apr 09, 2025 | Richards Paul | See Remarks | Buy | $12.28K |
| Jun 07, 2023 | Wood Catherine D. | - | Buy | $57.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | 1 |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
NREF Ownership FAQ
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