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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 72.29% institutional investors, 9.02% insiders, and 18.69% retail investors. Nexpoint asset management is the largest institutional shareholder, holding 53.21% 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 Finance72.29%9.02%18.69%
SectorReal Estate Stocks 48.67%9.84%41.50%
IndustryMortgage REIT Stocks43.45%5.01%51.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Nexpoint asset management9.44M53.21%$127.15M
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 financial298.95K1.69%$4.03M
Independent financial group239.74K1.35%$3.23M
Morgan stanley191.75K1.08%$2.58M
Geode capital management179.25K1.01%$2.42M
State street175.56K0.99%$2.36M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nexpoint asset management9.44M8.53%$127.15M
Copley financial group110.51K0.90%$1.49M
1776 wealth72.40K0.38%$975.22K
Morey & quinn wealth partners37.88K0.36%$510.30K
Navis wealth advisors20.17K0.14%$271.64K
Concorde asset management23.35K0.13%$328.77K
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

Top Buyers

HolderShares% AssetsChange
Independent financial group239.74K0.10%239.74K
Vanguard fiduciary trust40.52K0.00%40.52K
Jacobs levy equity management36.99K0.00%36.99K
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
Jacobs levy equity management36.99K0.00%36.99K$498.28K
Vident advisory18.12K0.00%18.12K$256.94K
Callan family office12.22K0.00%12.22K$164.58K

Sold Out

HolderChange
Srs capital advisors-1.00
Kilter group-9.00
Nelson, van denburg & campbell wealth management group-9.00
Transamerica financial advisors-15.00
Coldstream capital management-38.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026813.85%12,823,600-0.55%721.37%4014.29%28-15.15%
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%

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 72.29%, followed by 9.02% insiders and 18.69% retail investors. The average institutional ownership in NexPoint Real Estate Finance's industry, Mortgage REIT Stocks, is 43.45%, 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 (9.44M shares, 53.21%), Blackrock (630.69K shares, 3.65%), and Blackrock funding, inc. /de (594K shares, 3.35%). Together, they hold 60.21% 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 8.53% of its assets in 9.44M NexPoint Real Estate Finance shares, valued at 127.15M$.

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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