NexPoint Real Estate Finance Ownership | Who Owns NexPoint Real Estate Finance?


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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


TypeName% Inst% Insiders% Retail
StockNexPoint Real Estate Finance66.27%9.16%24.57%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryMortgage REIT Stocks42.37%4.34%53.29%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Nexpoint asset management8.59M49.29%$134.74M
Blackrock funding, inc. /de644.86K3.70%$10.12M
Blackrock630.69K3.65%$8.65M
Vanguard group436.07K2.50%$6.84M
Raymond james financial331.92K1.91%$5.21M
Raymond james & associates310.58K1.80%$4.26M
Millennium management200.09K1.15%$3.14M
Geode capital management192.29K1.10%$3.02M
State street145.82K0.84%$2.00M
Morgan stanley127.78K0.74%$1.75M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nexpoint asset management8.59M15.13%$134.74M
1776 wealth60.94K0.44%$956.13K
Navis wealth advisors17.16K0.29%$269.27K
Corton capital23.58K0.21%$370.02K
Berkeley capital partners37.89K0.17%$594.45K
Concorde asset management15.85K0.13%$248.69K
Wedbush securities70.85K0.04%$1.11M
Kennedy capital management80.91K0.03%$1.27M
Penserra capital management54.06K0.02%$848.00K
First foundation advisors15.01K0.01%$235.54K

Top Buyers

HolderShares% AssetsChange
Raymond james financial331.92K0.00%331.92K
Millennium management200.09K0.00%54.69K
Marshall wace, llp36.19K0.00%36.19K
Corton capital23.58K0.21%23.58K
Raymond james & associates310.58K0.00%18.33K

Top Sellers

HolderShares% AssetsChange
Kennedy capital management80.91K0.03%-77.32K
Bokf, na---67.53K
Coastal investment advisors---20.60K
Blackrock funding, inc. /de644.86K0.00%-17.58K
Raymond james financial services advisors116.28K0.00%-16.98K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial331.92K0.00%331.92K$5.21M
Marshall wace, llp36.19K0.00%36.19K$567.88K
Corton capital23.58K0.21%23.58K$370.02K
Concorde asset management15.85K0.13%15.85K$248.69K
Cubist systematic strategies11.87K0.00%11.87K$186.19K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024735.80%11,545,871-1.54%661.46%3934.48%14-33.33%
Sep 30, 2024684.62%11,720,330-0.54%671.44%28-22.22%2110.53%
Jun 30, 2024656.56%11,783,4620.85%681.48%3644.00%19-20.83%
Mar 31, 2024611.67%11,684,4510.04%672.65%254.17%244.35%
Dec 31, 202360-11,679,964-0.09%501.10%24-4.00%239.52%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Highland Global Allocation A901.38K5.16%-
NexPoint Real Estate Strategies Z281.82K1.61%-
Vanguard Total Stock Mkt Idx Inv241.45K1.38%-
Vanguard US Total Market Shares ETF241.45K1.37%-
iShares Russell 2000 ETF225.93K1.28%-1.98K
Fuh Hwa FTSE Mortgage REITs ETF163.60K0.93%16.74K
Vanguard Institutional Extnd Mkt Idx Tr132.82K0.76%-
iShares Mortgage Real Estate Capped ETF132.07K0.75%-
Kennedy Extended Small Cap80.91K0.46%-77.32K
Fidelity Small Cap Index81.62K0.46%-1.53K

Recent Insider Transactions


DateNameRoleActivityValue
Apr 09, 2025Richards Paul See RemarksBuy$12.28K
Jun 07, 2023Wood Catherine D.-Buy$57.92K
May 17, 2023McGraner Matt See RemarksBuy$27.56K
May 10, 2023McGraner Matt See RemarksBuy$26.10K
Jan 09, 2023DONDERO JAMES D PresidentBuy$10.33K

Insider Transactions Trends


DateBuySell
2025 Q21-
2025 Q1--
2024 Q2--
2024 Q1--
2023 Q23-

NREF Ownership FAQ


Who Owns NexPoint Real Estate Finance?

NexPoint Real Estate Finance shareholders are primarily institutional investors at 66.27%, followed by 9.16% insiders and 24.57% retail investors. The average institutional ownership in NexPoint Real Estate Finance's industry, Mortgage REIT Stocks, is 42.37%, which NexPoint Real Estate Finance exceeds.

Who owns the most shares of NexPoint Real Estate Finance?

NexPoint Real Estate Finance’s largest shareholders are Nexpoint asset management (8.59M shares, 49.29%), Blackrock funding, inc. /de (644.86K shares, 3.70%), and Blackrock (630.69K shares, 3.65%). Together, they hold 56.64% of NexPoint Real Estate Finance’s total shares outstanding.

Does Blackrock own NexPoint Real Estate Finance?

Yes, BlackRock owns 3.65% of NexPoint Real Estate Finance, totaling 630.69K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.65M$. In the last quarter, BlackRock increased its holdings by 11.43K shares, a 1.85% change.

Who is NexPoint Real Estate Finance’s biggest shareholder by percentage of total assets invested?

Nexpoint asset management is NexPoint Real Estate Finance’s biggest shareholder by percentage of total assets invested, with 15.13% of its assets in 8.59M NexPoint Real Estate Finance shares, valued at 134.74M$.

Who is the top mutual fund holder of NexPoint Real Estate Finance shares?

Highland Global Allocation A is the top mutual fund holder of NexPoint Real Estate Finance shares, with 5.16% of its total shares outstanding invested in 901.38K NexPoint Real Estate Finance shares.

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