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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| State Street Corp | Sell | -2,200 | -1.3% | 173,362 | $2.69M | Q2 2026 | Sep 22, 2026 |
| California State Teachers Retirement System | Sell | -243 | -72.1% | 94 | $1.46K | Q2 2026 | Aug 24, 2026 |
| Concorde Asset Management, Llc | Buy | +25,950 | — | 25,950 | $402.23K | Q2 2026 | Aug 18, 2026 |
| Goldman Sachs Group Inc | Sell | -19,971 | -27.9% | 51,585 | $799.57K | Q2 2026 | Aug 14, 2026 |
| Bridgeway Capital Management, Llc | Buy | +18,400 | — | 18,400 | $285.20K | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +10,694 | — | 10,694 | $165.76K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +10,141 | — | 10,141 | $157.19K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +10,087 | — | 10,087 | $156.35K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -6,099 | -2.0% | 292,853 | $4.54M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,400 | +42.0% | 14,880 | $230.64K | Q2 2026 | Aug 14, 2026 |
| Jacobs Levy Equity Management, Inc | Sell | -3,605 | -9.7% | 33,387 | $517.50K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,519 | +108.6% | 6,759 | $104.77K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +3,449 | +17.1% | 23,620 | $366.11K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -3,421 | -12.7% | 23,445 | $363.40K | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +1,600 | +11.6% | 15,440 | $207.98K | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, Llc | Buy | +653 | +3.2% | 20,819 | $322.69K | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Sell | -277 | -7.7% | 3,305 | $51.23K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +218 | +15.9% | 1,591 | $25.00K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +128 | +1.1% | 11,989 | $185.83K | Q2 2026 | Aug 14, 2026 |
| Vanguard Capital Management Llc | Buy | +36,847 | +11.9% | 346,323 | $5.37M | Q2 2026 | Aug 13, 2026 |
| Oak Grove Capital Llc | Buy | +27,000 | — | 27,000 | $418.50K | Q2 2026 | Aug 13, 2026 |
| Vanguard Portfolio Management Llc | Buy | +9,593 | +24.8% | 48,334 | $749.18K | Q2 2026 | Aug 13, 2026 |
| Northern Trust Corp | Buy | +7,346 | +14.8% | 57,141 | $885.69K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -7,226 | -47.3% | 8,059 | $124.92K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +3,319 | +1.7% | 195,067 | $3.02M | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +3,124 | +179.7% | 4,862 | $75.36K | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Sell | -2,642 | -3.2% | 80,732 | $1.25M | Q2 2026 | Aug 13, 2026 |
| Vanguard Fiduciary Trust Co | Buy | +650 | +1.6% | 41,174 | $638.20K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -387 | -0.2% | 155,328 | $2.41M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +36 | +8.1% | 478 | $7.41K | Q2 2026 | Aug 13, 2026 |
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.
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