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 $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,587,364
shares
|
$126 Million
11.37% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
630,693
shares
|
$9.22 Million
0.0% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
434,836
shares
|
$6.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
305,287
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,986
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
201,310
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
162,161
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
158,351
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
147,568
shares
|
$2.16 Million
0.71% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
145,581
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,144
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
94,848
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
76,917
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
69,154
shares
|
$1.01 Million
0.41% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
68,843
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
62,678
shares
|
$916,352
0.0% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
56,732
shares
|
$829,421
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
56,632
shares
|
$827,959
0.02% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
44,235
shares
|
$646,715
0.0% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
40,083
shares
|
$586,013
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
39,929
shares
|
$583,761
0.14% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
39,639
shares
|
$579,522
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
37,938
shares
|
$554,653
0.0% of portfolio
|
Q2 2025
Reduced 53.62%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
37,916
shares
|
$554,331
0.39% of portfolio
|
Q2 2025
Added 243.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
28,092
shares
|
$410,705
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|