NexPoint Real Estate Finance Ownership | Who Owns NexPoint Real Estate Finance?
NexPoint Real Estate Finance Ownership Summary
NexPoint Real Estate Finance is owned by 66.27% institutional investors, 9.16% insiders, and 24.57% retail investors. Nexpoint asset management is the largest institutional shareholder, holding 49.29% of NREF shares. Highland Global Allocation A is the top mutual fund, with 5.16% of its assets in NexPoint Real Estate Finance shares.
NREF Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | NexPoint Real Estate Finance | 66.27% | 9.16% | 24.57% |
Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
Industry | Mortgage REIT Stocks | 42.37% | 4.34% | 53.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Nexpoint asset management | 8.59M | 49.29% | $134.74M |
Blackrock funding, inc. /de | 644.86K | 3.70% | $10.12M |
Blackrock | 630.69K | 3.65% | $8.65M |
Vanguard group | 436.07K | 2.50% | $6.84M |
Raymond james financial | 331.92K | 1.91% | $5.21M |
Raymond james & associates | 310.58K | 1.80% | $4.26M |
Millennium management | 200.09K | 1.15% | $3.14M |
Geode capital management | 192.29K | 1.10% | $3.02M |
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 | 15.13% | $134.74M |
1776 wealth | 60.94K | 0.44% | $956.13K |
Navis wealth advisors | 17.16K | 0.29% | $269.27K |
Corton capital | 23.58K | 0.21% | $370.02K |
Berkeley capital partners | 37.89K | 0.17% | $594.45K |
Concorde asset management | 15.85K | 0.13% | $248.69K |
Wedbush securities | 70.85K | 0.04% | $1.11M |
Kennedy capital management | 80.91K | 0.03% | $1.27M |
Penserra capital management | 54.06K | 0.02% | $848.00K |
First foundation advisors | 15.01K | 0.01% | $235.54K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Raymond james financial | 331.92K | 0.00% | 331.92K |
Millennium management | 200.09K | 0.00% | 54.69K |
Marshall wace, llp | 36.19K | 0.00% | 36.19K |
Corton capital | 23.58K | 0.21% | 23.58K |
Raymond james & associates | 310.58K | 0.00% | 18.33K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Kennedy capital management | 80.91K | 0.03% | -77.32K |
Bokf, na | - | - | -67.53K |
Coastal investment advisors | - | - | -20.60K |
Blackrock funding, inc. /de | 644.86K | 0.00% | -17.58K |
Raymond james financial services advisors | 116.28K | 0.00% | -16.98K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james financial | 331.92K | 0.00% | 331.92K | $5.21M |
Marshall wace, llp | 36.19K | 0.00% | 36.19K | $567.88K |
Corton capital | 23.58K | 0.21% | 23.58K | $370.02K |
Concorde asset management | 15.85K | 0.13% | 15.85K | $248.69K |
Cubist systematic strategies | 11.87K | 0.00% | 11.87K | $186.19K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -9.00 |
Cornerstone planning group | -39.00 |
Srs capital advisors | -52.00 |
Qube research | -1.07K |
Citadel advisors | -3.70K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Mar 31, 2024 | 61 | 1.67% | 11,684,451 | 0.04% | 67 | 2.65% | 25 | 4.17% | 24 | 4.35% |
Dec 31, 2023 | 60 | - | 11,679,964 | -0.09% | 50 | 1.10% | 24 | -4.00% | 23 | 9.52% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Highland Global Allocation A | 901.38K | 5.16% | - |
NexPoint Real Estate Strategies Z | 281.82K | 1.61% | - |
Vanguard Total Stock Mkt Idx Inv | 241.45K | 1.38% | - |
Vanguard US Total Market Shares ETF | 241.45K | 1.37% | - |
iShares Russell 2000 ETF | 225.93K | 1.28% | -1.98K |
Fuh Hwa FTSE Mortgage REITs ETF | 163.60K | 0.93% | 16.74K |
Vanguard Institutional Extnd Mkt Idx Tr | 132.82K | 0.76% | - |
iShares Mortgage Real Estate Capped ETF | 132.07K | 0.75% | - |
Kennedy Extended Small Cap | 80.91K | 0.46% | -77.32K |
Fidelity Small Cap Index | 81.62K | 0.46% | -1.53K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
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 |
May 10, 2023 | McGraner Matt | See Remarks | Buy | $26.10K |
Jan 09, 2023 | DONDERO JAMES D | President | Buy | $10.33K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | 1 | - |
2025 Q1 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q2 | 3 | - |
NREF Ownership FAQ
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