NREF Institutional Ownership & Shareholders
NEXPOINT REAL ESTATE FINANCE (NREF) is currently held by 77 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $198.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $142.63M, representing an estimated loss of -2.52% 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
$198.48M
Largest Holder
Nexpoint Asset Management, L.P.
Largest Position
$146.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
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 | $142,632,885 | -$3,681,458 | -2.52% | |
| Blackrock, Inc. | 0.00% | 624,275 | $9,676,265 | $9,432,795 | -$243,470 | -2.52% | |
| Vanguard Capital Management Llc | 0.00% | 346,323 | $5,368,007 | $5,232,941 | -$135,066 | -2.52% | |
| Raymond James Financial Inc | 0.00% | 292,853 | $4,539,223 | $4,425,009 | -$114,214 | -2.52% | |
| Independent Financial Group, Llc | 0.08% | 281,265 | $4,365,233 | $4,249,914 | -$115,319 | -2.64% | |
| Morgan Stanley | 0.00% | 195,067 | $3,023,545 | $2,947,462 | -$76,083 | -2.52% | |
| Geode Capital Management, Llc | 0.00% | 182,678 | $2,832,448 | $2,760,265 | -$72,183 | -2.55% | |
| State Street Corp | 0.00% | 173,362 | $2,687,111 | $2,619,500 | -$67,611 | -2.52% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 155,328 | $2,407,584 | $2,347,006 | -$60,578 | -2.52% | |
| Copley Financial Group, Inc. | 1.04% | 110,587 | $1,714,094 | $1,670,970 | -$43,124 | -2.52% | |
| Ritholtz Wealth Management | 0.02% | 104,618 | $1,621,576 | $1,580,778 | -$40,798 | -2.52% | |
| Penserra Capital Management Llc | 0.01% | 80,732 | $1,251,000 | $1,219,861 | -$31,139 | -2.49% | |
| 1776 Wealth Llc | 0.40% | 72,399 | $1,122,185 | $1,093,949 | -$28,236 | -2.52% | |
| Northern Trust Corp | 0.00% | 57,141 | $885,686 | $863,401 | -$22,285 | -2.52% | |
| Goldman Sachs Group Inc | 0.00% | 51,585 | $799,568 | $779,449 | -$20,119 | -2.52% | |
| Lpl Financial Llc | 0.00% | 50,332 | $780,150 | $760,517 | -$19,633 | -2.52% | |
| Vanguard Portfolio Management Llc | 0.00% | 48,334 | $749,177 | $730,327 | -$18,850 | -2.52% | |
| Cetera Investment Advisers | 0.00% | 41,722 | $646,699 | $630,419 | -$16,280 | -2.52% | |
| Vanguard Fiduciary Trust Co | 0.00% | 41,174 | $638,197 | $622,139 | -$16,058 | -2.52% | |
| Morey & Quinn Wealth Partners, Llc | 0.37% | 36,562 | $567,443 | $552,452 | -$14,991 | -2.64% | |
| Jacobs Levy Equity Management, Inc | 0.00% | 33,387 | $517,498 | $504,478 | -$13,020 | -2.52% | |
| Russell Investments Group, Ltd. | 0.00% | 32,075 | $497,162 | $484,653 | -$12,509 | -2.52% | |
| Oak Grove Capital Llc | 0.02% | 27,000 | $419,040 | $407,970 | -$11,070 | -2.64% | |
| Concorde Asset Management, Llc | 0.23% | 25,950 | $402,225 | $392,105 | -$10,121 | -2.52% | |
| Charles Schwab Investment Management Inc | 0.00% | 23,620 | $366,110 | $356,898 | -$9,212 | -2.52% | |
| Bank Of America Corp | 0.00% | 23,445 | $363,398 | $354,254 | -$9,144 | -2.52% | |
| Navis Wealth Advisors, Llc | 0.12% | 20,819 | $322,688 | $314,575 | -$8,113 | -2.51% | |
| Bridgeway Capital Management, Llc | 0.01% | 18,400 | $285,200 | $278,024 | -$7,176 | -2.52% | |
| Bank Of New York Mellon Corp | 0.00% | 17,489 | $271,080 | $264,259 | -$6,821 | -2.52% | |
| Oppenheimer & Co Inc | 0.00% | 17,357 | $269,381 | $262,264 | -$7,117 | -2.64% | |
| Osaic Holdings, Inc. | 0.00% | 14,880 | $230,640 | $224,837 | -$5,803 | -2.52% | |
| Alliancebernstein L.P. | 0.00% | 15,440 | $207,977 | $233,298 | +$25,321 | +12.18% | |
| Nuveen, Llc | 0.00% | 12,716 | $197,099 | $192,139 | -$4,960 | -2.52% | |
| Callan Family Office, Llc | 0.00% | 12,218 | $189,379 | $184,614 | -$4,765 | -2.52% | |
| Barclays Plc | 0.00% | 11,989 | $185,831 | $181,154 | -$4,677 | -2.52% | |
| Invesco Ltd. | 0.00% | 10,694 | $165,758 | $161,586 | -$4,172 | -2.52% | |
| Ameriprise Financial Inc | 0.00% | 10,141 | $157,186 | $153,231 | -$3,955 | -2.52% | |
| Aqr Capital Management Llc | 0.00% | 10,087 | $156,355 | $152,415 | -$3,940 | -2.52% | |
| Rhumbline Advisers | 0.00% | 10,073 | $156,127 | $152,203 | -$3,924 | -2.51% | |
| Ubs Group Ag | 0.00% | 8,059 | $124,915 | $121,771 | -$3,144 | -2.52% | |
| Daytona Street Capital Llc | 0.08% | 7,000 | $109,750 | $105,770 | -$3,980 | -3.63% | |
| Deutsche Bank Ag\ | 0.00% | 7,001 | $108,516 | $105,785 | -$2,731 | -2.52% | |
| Wells Fargo & Company/Mn | 0.00% | 6,759 | $104,769 | $102,128 | -$2,641 | -2.52% | |
| Public Employees Retirement System Of Ohio | 0.00% | 5,820 | $90,210 | $87,940 | -$2,270 | -2.52% | |
| New York State Common Retirement Fund | 0.00% | 5,468 | $84,754 | $82,621 | -$2,133 | -2.52% | |
| Bnp Paribas Financial Markets | 0.00% | 4,862 | $75,361 | $73,465 | -$1,896 | -2.52% | |
| Citigroup Inc | 0.00% | 3,748 | $58,094 | $56,632 | -$1,462 | -2.52% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 3,305 | $51,228 | $49,939 | -$1,289 | -2.52% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,291 | $51,011 | $49,727 | -$1,284 | -2.52% | |
| Jpmorgan Chase & Co | 0.00% | 3,169 | $49,373 | $47,884 | -$1,489 | -3.02% |
Frequently asked questions about NREF
Who are the largest institutional holders of NREF?
The largest institutional holders of NREF reported in the latest SEC Form 13F filings include Nexpoint Asset Management, L.P., Blackrock, Inc., Vanguard Capital Management Llc, Raymond James Financial Inc, and Independent Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported NREF position.
What is NREF institutional ownership?
This page tracks NREF positions reported by institutional investment managers through SEC Form 13F. NEXPOINT REAL ESTATE FINANCE (NREF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NREF?
InsiderSet currently tracks 77 institutional managers reporting NREF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NREF shareholders.
How much NREF stock do institutions own?
Institutional investment managers disclosed approximately $198.48M in NREF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NREF institutional ownership last updated?
The latest NREF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NREF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NREF position after the reporting date.
Are institutions buying or selling NREF?
Institutional buying and selling can be analyzed by comparing NREF positions across consecutive 13F reporting periods. InsiderSet's NREF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NREF ownership changes.
How has NREF institutional ownership changed over time?
InsiderSet tracks NREF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.