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 80 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 $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,587,364
shares
|
$131 Million
11.63% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
630,693
shares
|
$9.66 Million
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
435,310
shares
|
$6.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,986
shares
|
$4.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
297,411
shares
|
$4.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
199,594
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
166,049
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
155,361
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
147,568
shares
|
$2.26 Million
0.71% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
124,287
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,144
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
97,482
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
83,897
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
81,794
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.37%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
65,783
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
65,343
shares
|
$1 Million
0.02% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
61,939
shares
|
$948,286
0.45% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
54,521
shares
|
$834,716
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
53,661
shares
|
$821,549
0.0% of portfolio
|
Q1 2025
Added 48.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
42,920
shares
|
$657,105
0.0% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
39,639
shares
|
$606,873
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
38,971
shares
|
$596,646
0.17% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
29,211
shares
|
$447,220
0.0% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
26,310
shares
|
$402,806
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
24,947
shares
|
$381,938
0.0% of portfolio
|
Q1 2025
Added 86.46%
|