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 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,587,364
shares
|
$119 Million
11.99% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
630,693
shares
|
$8.77 Million
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
432,127
shares
|
$6.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
308,477
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,986
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
185,954
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
171,226
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
165,435
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
147,568
shares
|
$2.05 Million
0.71% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
139,964
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
113,834
shares
|
$1.58 Million
1.1% of portfolio
|
Q3 2025
Added 200.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
111,021
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,144
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
96,208
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 117.49%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
72,458
shares
|
$1.01 Million
0.41% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
71,246
shares
|
$990,319
0.01% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
70,357
shares
|
$977,962
0.03% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
67,406
shares
|
$936,943
0.02% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
56,729
shares
|
$788,533
0.0% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
40,083
shares
|
$557,153
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
39,860
shares
|
$554,054
0.14% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
38,289
shares
|
$532,217
0.4% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
36,577
shares
|
$508,420
0.0% of portfolio
|
Q3 2025
Added 30.2%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
26,357
shares
|
$366,362
0.0% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
24,669
shares
|
$342,899
0.0% of portfolio
|
Q2 2025
Added 9.08%
|