NexPoint Real Estate Finance Ownership | Who Owns NexPoint Real Estate Finance?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NexPoint Real Estate Finance | 66.06% | 6.90% | 27.04% |
| Sector | Real Estate Stocks | 70.61% | 9.19% | 20.19% |
| Industry | Mortgage REIT Stocks | 51.39% | 4.96% | 43.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Nexpoint asset management | 8.59M | 48.48% | $118.42M |
| Blackrock | 630.69K | 3.65% | $8.65M |
| Blackrock funding, inc. /de | 623.47K | 3.52% | $8.60M |
| Vanguard group | 432.13K | 2.44% | $6.13M |
| Raymond james & associates | 310.58K | 1.80% | $4.26M |
| Raymond james financial | 305.29K | 1.72% | $4.21M |
| Geode capital management | 192.29K | 1.10% | $3.02M |
| Millennium management | 166.05K | 0.95% | $2.54M |
| State street | 145.82K | 0.84% | $2.00M |
| Morgan stanley | 127.78K | 0.74% | $1.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nexpoint asset management | 8.59M | 10.81% | $118.42M |
| Morey & quinn wealth partners | 38.29K | 0.40% | $542.94K |
| 1776 wealth | 72.46K | 0.40% | $1.03M |
| Corton capital | 17.10K | 0.27% | $235.86K |
| Navis wealth advisors | 18.33K | 0.21% | $252.77K |
| Berkeley capital partners | 39.86K | 0.13% | $565.22K |
| Concorde asset management | 15.85K | 0.13% | $248.69K |
| Summit asset management | 40.08K | 0.09% | $568.38K |
| Wedbush securities | 70.36K | 0.03% | $998.00K |
| Ritholtz wealth management | 67.41K | 0.02% | $955.82K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james & associates | 310.58K | 0.00% | 18.33K |
| Concorde asset management | 15.85K | 0.13% | 15.85K |
| Blackrock | 630.69K | 0.00% | 11.43K |
| Ritholtz wealth management | 67.41K | 0.02% | 10.77K |
| Raymond james financial | 305.29K | 0.00% | 7.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | - | - | -80.91K |
| Bokf, na | - | - | -67.53K |
| Millennium management | 166.05K | 0.00% | -34.04K |
| Blackrock funding, inc. /de | 623.47K | 0.00% | -33.42K |
| Jane street group | - | - | -24.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Concorde asset management | 15.85K | 0.13% | 15.85K | $248.69K |
| Bnp paribas arbitrage, snc | 1.00K | - | 1.00K | $15.75K |
| Oliver lagore vanvalin investment group | 500.00 | 0.00% | 500.00 | $7.64M |
| Optiver b.v. | 152.00 | - | 152.00 | $2.15K |
| Allworth financial lp | 2.00 | - | 2.00 | $28.00 |
Sold Out
| Holder | Change |
|---|---|
| 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 |
| Srs capital advisors | -52.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 75 | -1.32% | 11,700,954 | -0.25% | 66 | 1.47% | 40 | 17.65% | 26 | 4.00% |
| Mar 31, 2025 | 1 | -98.72% | 166,049 | -98.58% | - | 0.02% | - | -100.00% | 1 | -92.86% |
| Dec 31, 2024 | 73 | 5.80% | 11,545,871 | -1.54% | 66 | 1.46% | 39 | 34.48% | 14 | -33.33% |
| Sep 30, 2024 | 68 | 4.62% | 11,720,330 | -0.54% | 67 | 1.44% | 28 | -22.22% | 21 | 10.53% |
| Jun 30, 2024 | 65 | 6.56% | 11,783,462 | 0.85% | 68 | 1.48% | 36 | 44.00% | 19 | -20.83% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Highland Global Allocation A | 901.38K | 5.09% | - |
| NexPoint Real Estate Strategies Z | 281.82K | 1.59% | - |
| Vanguard US Total Market Shares ETF | 241.45K | 1.37% | - |
| Vanguard Total Stock Mkt Idx Inv | 236.24K | 1.33% | -5.21K |
| iShares Russell 2000 ETF | 219.57K | 1.24% | - |
| Fuh Hwa FTSE Mortgage REITs ETF | 163.60K | 0.93% | 16.74K |
| iShares Mortgage Real Estate Capped ETF | 97.29K | 0.55% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 91.24K | 0.51% | -41.58K |
| Fidelity Small Cap Index | 84.16K | 0.47% | -1.06K |
| Kennedy Extended Small Cap | 80.91K | 0.46% | -77.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 22, 2025 | DONDERO JAMES D | President | Buy | $945.78K |
| Sep 22, 2025 | DONDERO JAMES D | President | Sell | $945.78K |
| Apr 09, 2025 | Richards Paul | See Remarks | Buy | $12.28K |
| Jun 07, 2023 | Wood Catherine D. | - | Buy | $57.92K |
| May 17, 2023 | McGraner Matt | See Remarks | Buy | $27.56K |
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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