NEXPOINT REAL ESTATE FINANCE (NREF) Institutional Ownership Changes & 13F Activity

NEXPOINT REAL ESTATE FINANCE (NREF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vanguard Capital Management Llc, Oak Grove Capital Llc, Concorde Asset Management, Llc, Goldman Sachs Group Inc, and Bridgeway Capital Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
State Street CorpSell-2,200-1.3%173,362$2.69MQ2 2026Sep 22, 2026
California State Teachers Retirement SystemSell-243-72.1%94$1.46KQ2 2026Aug 24, 2026
Concorde Asset Management, LlcBuy+25,950—25,950$402.23KQ2 2026Aug 18, 2026
Goldman Sachs Group IncSell-19,971-27.9%51,585$799.57KQ2 2026Aug 14, 2026
Bridgeway Capital Management, LlcBuy+18,400—18,400$285.20KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+10,694—10,694$165.76KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+10,141—10,141$157.19KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+10,087—10,087$156.35KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-6,099-2.0%292,853$4.54MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,400+42.0%14,880$230.64KQ2 2026Aug 14, 2026
Jacobs Levy Equity Management, IncSell-3,605-9.7%33,387$517.50KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,519+108.6%6,759$104.77KQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+3,449+17.1%23,620$366.11KQ2 2026Aug 14, 2026
Bank Of America CorpSell-3,421-12.7%23,445$363.40KQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+1,600+11.6%15,440$207.98KQ2 2026Aug 14, 2026
Navis Wealth Advisors, LlcBuy+653+3.2%20,819$322.69KQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Sell-277-7.7%3,305$51.23KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+218+15.9%1,591$25.00KQ2 2026Aug 14, 2026
Barclays PlcBuy+128+1.1%11,989$185.83KQ2 2026Aug 14, 2026
Vanguard Capital Management LlcBuy+36,847+11.9%346,323$5.37MQ2 2026Aug 13, 2026
Oak Grove Capital LlcBuy+27,000—27,000$418.50KQ2 2026Aug 13, 2026
Vanguard Portfolio Management LlcBuy+9,593+24.8%48,334$749.18KQ2 2026Aug 13, 2026
Northern Trust CorpBuy+7,346+14.8%57,141$885.69KQ2 2026Aug 13, 2026
Ubs Group AgSell-7,226-47.3%8,059$124.92KQ2 2026Aug 13, 2026
Morgan StanleyBuy+3,319+1.7%195,067$3.02MQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+3,124+179.7%4,862$75.36KQ2 2026Aug 13, 2026
Penserra Capital Management LlcSell-2,642-3.2%80,732$1.25MQ2 2026Aug 13, 2026
Vanguard Fiduciary Trust CoBuy+650+1.6%41,174$638.20KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-387-0.2%155,328$2.41MQ2 2026Aug 13, 2026
Fmr LlcBuy+36+8.1%478$7.41KQ2 2026Aug 13, 2026
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Frequently asked questions about NREF activity

  • Which institutional owners are buying NREF?

    Institutional owners buying NREF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NREF activity?

    "Buy" means an investor increased their reported position in NREF compared to the prior reporting period. This reflects growing exposure to NEXPOINT REAL ESTATE FINANCE (NREF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NREF increasing?

    Institutional interest in NREF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.