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 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 5.09% 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 42.56%9.05%48.39%
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. /de625.39K3.53%$8.81M
Vanguard group397.17K2.24%$5.59M
Raymond james & associates310.58K1.80%$4.26M
Raymond james financial308.48K1.74%$4.37M
Morgan stanley194.27K1.10%$2.74M
Geode capital management174.16K0.98%$2.45M
State street170.75K0.96%$2.40B
Millennium management166.05K0.95%$2.54M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nexpoint asset management8.59M10.58%$121.77M
1776 wealth72.40K0.38%$1.02M
Morey & quinn wealth partners37.88K0.38%$533.41K
Berkeley capital partners40.91K0.14%$576.00K
Concorde asset management23.35K0.13%$328.77K
Navis wealth advisors19.64K0.12%$276.60M
Wedbush securities67.98K0.03%$957.00K
Ritholtz wealth management96.70K0.02%$1.36M
Legacy wealth managment, llc/id3.15K0.02%$44.42K
Penserra capital management81.02K0.01%$1.14M

Top Buyers

HolderShares% AssetsChange
O'shaughnessy asset management157.70K0.01%46.68K
Ritholtz wealth management96.70K0.02%29.29K
Morgan stanley194.27K0.00%28.84K
Jane street group22.42K-22.42K
Raymond james & associates310.58K0.00%18.33K

Top Sellers

HolderShares% AssetsChange
Kennedy capital management---80.91K
Bokf, na---67.53K
Marshall wace, llp---56.73K
Summit asset management---40.08K
Cambridge investment research advisors---37.94K

New Positions

HolderShares% AssetsChangeValue
Jane street group22.42K-22.42K$315.70K
Vident advisory18.12K0.00%18.12K$256.94K
Public employees retirement system of ohio1.97K0.00%1.97K$27.93K
Oliver lagore vanvalin investment group500.000.00%500.00$7.64M
Ubs asset management americas414.00-414.00$5.83K

Sold Out

HolderChange
True wealth design-5.00
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 A901.38K5.09%-
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 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 (625.39K shares, 3.53%). Together, they hold 55.67% 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.

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