NEXPOINT REAL ESTATE FINANCE (NREF) Institutional Shareholders
NEXPOINT REAL ESTATE FINANCE (NREF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $199.37M in NREF holdings during the latest filing period.
Nexpoint Asset Management, L.P. is currently the largest disclosed institutional shareholder of NREF tracked by InsiderSet, reporting ownership valued at approximately $146.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $150.94M, representing an estimated gain of +3.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed NREF value among the investors covered in this analysis. Major shareholders include Nexpoint Asset Management, L.P., Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in NEXPOINT REAL ESTATE FINANCE (NREF).
This page ranks the largest institutional NREF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$199.37M
Largest Holder
Nexpoint Asset Management, L.P.
Largest Position
$146.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Nexpoint Asset Management, L.P. | 9.78% | 9,439,635 | $146,314,343 | $150,939,764 | +$4,625,421 | +3.16% | |
| Blackrock, Inc. | 0.00% | 624,275 | $9,676,265 | $9,982,157 | +$305,892 | +3.16% | |
| Vanguard Capital Management Llc | 0.00% | 346,323 | $5,368,007 | $5,537,705 | +$169,698 | +3.16% | |
| Raymond James Financial Inc | 0.00% | 292,853 | $4,539,223 | $4,682,719 | +$143,496 | +3.16% | |
| Independent Financial Group, Llc | 0.08% | 281,010 | $4,355,655 | $4,493,350 | +$137,695 | +3.16% | |
| Morgan Stanley | 0.00% | 195,067 | $3,023,545 | $3,119,121 | +$95,576 | +3.16% | |
| Geode Capital Management, Llc | 0.00% | 182,678 | $2,832,448 | $2,921,021 | +$88,573 | +3.13% | |
| State Street Corp | 0.00% | 173,362 | $2,687,111 | $2,772,058 | +$84,947 | +3.16% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 155,328 | $2,407,584 | $2,483,695 | +$76,111 | +3.16% | |
| Copley Financial Group, Inc. | 1.04% | 110,587 | $1,714,094 | $1,768,286 | +$54,192 | +3.16% | |
| Ritholtz Wealth Management | 0.02% | 104,618 | $1,621,576 | $1,672,842 | +$51,266 | +3.16% | |
| Penserra Capital Management Llc | 0.01% | 80,732 | $1,251,000 | $1,290,905 | +$39,905 | +3.19% | |
| 1776 Wealth Llc | 0.40% | 72,399 | $1,122,185 | $1,157,660 | +$35,475 | +3.16% | |
| Wedbush Securities Inc | 0.02% | 60,117 | $932,000 | $961,271 | +$29,271 | +3.14% | |
| Northern Trust Corp | 0.00% | 57,141 | $885,686 | $913,685 | +$27,999 | +3.16% | |
| Goldman Sachs Group Inc | 0.00% | 51,585 | $799,568 | $824,844 | +$25,276 | +3.16% | |
| Lpl Financial Llc | 0.00% | 50,332 | $780,150 | $804,809 | +$24,659 | +3.16% | |
| Vanguard Portfolio Management Llc | 0.00% | 48,334 | $749,177 | $772,861 | +$23,684 | +3.16% | |
| Cetera Investment Advisers | 0.00% | 41,722 | $646,699 | $667,135 | +$20,436 | +3.16% | |
| Vanguard Fiduciary Trust Co | 0.00% | 41,174 | $638,197 | $658,372 | +$20,175 | +3.16% | |
| Morey & Quinn Wealth Partners, Llc | 0.36% | 36,562 | $566,712 | $584,626 | +$17,914 | +3.16% | |
| Jacobs Levy Equity Management, Inc | 0.00% | 33,387 | $517,498 | $533,858 | +$16,360 | +3.16% | |
| Russell Investments Group, Ltd. | 0.00% | 32,075 | $497,162 | $512,879 | +$15,717 | +3.16% | |
| Oak Grove Capital Llc | 0.03% | 27,000 | $418,500 | $431,730 | +$13,230 | +3.16% | |
| Concorde Asset Management, Llc | 0.23% | 25,950 | $402,225 | $414,941 | +$12,716 | +3.16% | |
| Charles Schwab Investment Management Inc | 0.00% | 23,620 | $366,110 | $377,684 | +$11,574 | +3.16% | |
| Bank Of America Corp | 0.00% | 23,445 | $363,398 | $374,886 | +$11,488 | +3.16% | |
| Navis Wealth Advisors, Llc | 0.12% | 20,819 | $322,688 | $332,896 | +$10,208 | +3.16% | |
| Bridgeway Capital Management, Llc | 0.01% | 18,400 | $285,200 | $294,216 | +$9,016 | +3.16% | |
| Bank Of New York Mellon Corp | 0.00% | 17,489 | $271,080 | $279,649 | +$8,569 | +3.16% | |
| Oppenheimer & Co Inc | 0.00% | 17,357 | $269,034 | $277,538 | +$8,504 | +3.16% | |
| Osaic Holdings, Inc. | 0.00% | 14,880 | $230,640 | $237,931 | +$7,291 | +3.16% | |
| Alliancebernstein L.P. | 0.00% | 15,440 | $207,977 | $246,886 | +$38,909 | +18.71% | |
| Nuveen, Llc | 0.00% | 12,716 | $197,099 | $203,329 | +$6,230 | +3.16% | |
| Callan Family Office, Llc | 0.00% | 12,218 | $189,379 | $195,366 | +$5,987 | +3.16% | |
| Barclays Plc | 0.00% | 11,989 | $185,831 | $191,704 | +$5,873 | +3.16% | |
| Invesco Ltd. | 0.00% | 10,694 | $165,758 | $170,997 | +$5,239 | +3.16% | |
| Ameriprise Financial Inc | 0.00% | 10,141 | $157,186 | $162,155 | +$4,969 | +3.16% | |
| Aqr Capital Management Llc | 0.00% | 10,087 | $156,355 | $161,291 | +$4,936 | +3.16% | |
| Rhumbline Advisers | 0.00% | 10,073 | $156,127 | $161,067 | +$4,940 | +3.16% | |
| Ubs Group Ag | 0.00% | 8,059 | $124,915 | $128,863 | +$3,948 | +3.16% | |
| Daytona Street Capital Llc | 0.08% | 7,000 | $112,420 | $111,930 | -$490 | -0.44% | |
| Deutsche Bank Ag\ | 0.00% | 7,001 | $108,516 | $111,946 | +$3,430 | +3.16% | |
| Wells Fargo & Company/Mn | 0.00% | 6,759 | $104,769 | $108,076 | +$3,307 | +3.16% | |
| Public Employees Retirement System Of Ohio | 0.00% | 5,820 | $90,210 | $93,062 | +$2,852 | +3.16% | |
| New York State Common Retirement Fund | 0.00% | 5,468 | $84,754 | $87,433 | +$2,679 | +3.16% | |
| Bnp Paribas Financial Markets | 0.00% | 4,862 | $75,361 | $77,743 | +$2,382 | +3.16% | |
| Citigroup Inc | 0.00% | 3,748 | $58,094 | $59,931 | +$1,837 | +3.16% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 3,305 | $51,228 | $52,847 | +$1,619 | +3.16% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,291 | $51,011 | $52,623 | +$1,612 | +3.16% |
Frequently asked questions about NREF
Who owns the most NREF stock?
The largest holders of NREF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEXPOINT REAL ESTATE FINANCE (NREF).
Is NREF widely held by superinvestors?
Many widely followed stocks like NREF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NREF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.