​

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 5.32% institutional investors, 6.90% insiders, and 87.78% 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 Finance5.32%6.90%87.78%
SectorReal Estate Stocks 49.33%9.10%41.57%
IndustryMortgage REIT Stocks32.29%4.95%62.75%

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. /de616.62K3.48%$8.74M
Vanguard group432.13K2.44%$6.13M
Raymond james & associates310.58K1.80%$4.26M
Raymond james financial308.48K1.74%$4.37M
Geode capital management185.95K1.05%$2.64M
State street171.23K0.97%$2.43M
Millennium management166.05K0.95%$2.54M
Morgan stanley165.44K0.93%$2.35M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nexpoint asset management8.59M10.58%$121.77M
Morey & quinn wealth partners38.29K0.40%$542.94K
1776 wealth72.46K0.40%$1.03M
Navis wealth advisors18.97K0.20%$269.04K
Berkeley capital partners39.86K0.13%$565.22K
Concorde asset management21.37K0.13%$301.53K
Summit asset management40.08K0.09%$568.38K
Wedbush securities70.36K0.03%$998.00K
Legacy wealth managment, llc/id3.16K0.02%$44.75K
Ritholtz wealth management67.41K0.02%$955.82K

Top Buyers

HolderShares% AssetsChange
Goldman sachs group96.21K0.00%51.97K
Concorde asset management21.37K0.13%21.37K
Raymond james & associates310.58K0.00%18.33K
Vident advisory18.12K0.00%18.12K
O'shaughnessy asset management111.02K0.01%16.17K

Top Sellers

HolderShares% AssetsChange
Kennedy capital management---80.91K
Bokf, na---67.53K
Marshall wace, llp---56.73K
Cambridge investment research advisors---37.94K
Millennium management166.05K0.00%-34.04K

New Positions

HolderShares% AssetsChangeValue
Concorde asset management21.37K0.13%21.37K$301.53K
Vident advisory18.12K0.00%18.12K$256.94K
Deutsche bank ag\13.58K0.00%13.58K$192.61K
Hrt financial lp11.73K0.00%11.73K$166.00K
Public employees retirement system of ohio1.97K0.00%1.97K$27.93K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-9.00
Coldstream capital management-38.00
Cornerstone planning group-39.00
Massmutual trust co fsb/adv-49.00
Point72 asia (singapore) pte.-206.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2024684.62%11,720,330-0.54%671.44%28-22.22%2110.53%

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 ETF219.57K1.24%-
Fuh Hwa FTSE Mortgage REITs ETF163.60K0.93%16.74K
iShares Mortgage Real Estate Capped ETF97.29K0.55%-
Vanguard Institutional Extnd Mkt Idx Tr91.24K0.51%-41.58K
Fidelity Small Cap Index84.16K0.47%-1.06K
Kennedy Extended Small Cap80.91K0.46%-77.32K

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 5.32%, followed by 6.90% insiders and 87.78% retail investors. The average institutional ownership in NexPoint Real Estate Finance's industry, Mortgage REIT Stocks, is 32.29%, 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 (616.62K shares, 3.48%). Together, they hold 55.62% 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 5.09% of its total shares outstanding invested in 901.38K NexPoint Real Estate Finance shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools