Institutional Ownership Nex Point Real Estate Finance, Inc. (NREF)
This table provides information about the institutional ownership of Nex Point Real Estate Finance, Inc. (NREF). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,587,364
shares
|
$123 Million
15.58% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
630,693
shares
|
$9.01 Million
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
436,066
shares
|
$6.23 Million
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
331,922
shares
|
$4.74 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,986
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
200,086
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
192,291
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
154,721
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
147,568
shares
|
$2.11 Million
0.71% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
118,360
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,144
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
81,794
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.37%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
80,913
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 48.86%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
70,846
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,621
shares
|
$994,187
0.0% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
65,343
shares
|
$933,098
0.02% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
60,939
shares
|
$870,208
0.42% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
54,521
shares
|
$778,559
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
39,639
shares
|
$566,044
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
37,887
shares
|
$541,026
0.17% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
36,871
shares
|
$526,517
0.0% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
36,194
shares
|
$516,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
31,093
shares
|
$444,008
0.0% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
26,454
shares
|
$377,763
0.0% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
26,308
shares
|
$375,678
0.0% of portfolio
|
Q4 2024
Added 8.17%
|