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

OverviewForecastRevenueFinancialsChartTranscripts

NexPoint Real Estate Finance Ownership Summary

NexPoint Real Estate Finance is owned by 67.27% institutional investors, 7.05% insiders, and 25.68% retail investors. Nexpoint asset management is the largest institutional shareholder, holding 49.74% 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 Finance67.27%7.05%25.68%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryMortgage REIT Stocks46.08%4.39%49.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Nexpoint asset management8.59M49.74%$117.82M
Blackrock630.69K3.65%$8.65M
Vanguard group426.62K2.47%$5.85M
Raymond james & associates310.58K1.80%$4.26M
Kennedy capital management222.70K1.29%$3.06M
Geode capital management198.13K1.15%$2.72M
Millennium management146.83K0.85%$2.01M
State street145.82K0.84%$2.00M
Morgan stanley127.78K0.74%$1.75M
Cambridge investment research advisors120.64K0.70%$1.66M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nexpoint asset management8.59M15.30%$117.82M
1776 wealth54.58K0.34%$748.80K
Berkeley capital partners35.02K0.14%$480.50K
Kennedy capital management222.70K0.07%$3.06M
Wedbush securities62.23K0.03%$854.00K
Penserra capital management56.90K0.01%$781.00K
First foundation advisors15.01K0.01%$205.97K
Cambridge investment research advisors120.64K0.01%$1.66M
Raymond james & associates310.58K0.00%$4.26M
Raymond james financial services advisors116.28K0.00%$1.60M

Top Buyers

HolderShares% AssetsChange
Penserra capital management56.90K0.01%56.90K
1776 wealth54.58K0.34%54.58K
Wedbush securities62.23K0.03%23.25K
Jane street group18.41K0.00%18.41K
Raymond james & associates310.58K0.00%18.33K

Top Sellers

HolderShares% AssetsChange
Bokf, na---67.53K
Acadian asset management22.67K0.00%-62.90K
Coastal investment advisors---20.60K
Raymond james financial services advisors116.28K0.00%-16.98K
Jpmorgan chase3.70K--14.08K

New Positions

HolderShares% AssetsChangeValue
Penserra capital management56.90K0.01%56.90K$781.00K
1776 wealth54.58K0.34%54.58K$748.80K
Jane street group18.41K0.00%18.41K$252.63K
Two sigma investments, lp11.69K0.00%11.69K$160.37K
Alliancebernstein10.02K-10.02K$137.47K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-9.00
Cornerstone planning group-39.00
Covestor-75.00
Qube research-1.07K
Citadel advisors-3.70K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2023609.09%11,690,804-0.59%671.44%25-10.71%2140.00%

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%-
iShares Russell 2000 ETF221.57K1.27%-504.00
Kennedy Extended Small Cap158.23K0.91%-50.78K
Vanguard Institutional Extnd Mkt Idx Tr132.82K0.76%-
iShares Mortgage Real Estate Capped ETF128.44K0.74%-
Fidelity Small Cap Index83.25K0.48%-1.88K
iShares Russell 2000 Value ETF79.77K0.46%-
Hoya Capital High Dividend Yield ETF71.35K0.41%-

Recent Insider Transactions

DateNameRoleActivityValue
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
Jan 09, 2023McGraner Matt See RemarksBuy$84.05K

Insider Transactions Trends

DateBuySell
2024 Q2--
2024 Q1--
2023 Q23-
2023 Q12-
2022 Q47-

NREF Ownership FAQ

Who Owns NexPoint Real Estate Finance?

NexPoint Real Estate Finance shareholders are primarily institutional investors at 67.27%, followed by 7.05% insiders and 25.68% retail investors. The average institutional ownership in NexPoint Real Estate Finance's industry, Mortgage REIT Stocks, is 46.08%, 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, 49.74%), Blackrock (630.69K shares, 3.65%), and Vanguard group (426.62K shares, 2.47%). Together, they hold 55.87% 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 15.30% of its assets in 8.59M NexPoint Real Estate Finance shares, valued at 117.82M$.

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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