Purchases and Sales Made in Q1 2025 in Nex Point Real Estate Finance, Inc. (NREF)
This table provides information about the institutional ownership of Nex Point Real Estate Finance, Inc. (NREF) during Q1 2025. The information is specifically focused on institutions that hold shares of NexPoint Real Estate Finance, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
97.5KNew |
$1.45M - $1.62M
|
97.5K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
54.5KNew |
$812K - $903K
|
54.5K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.5K+ 48.26% |
$260K - $289K
|
53.7K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 5317.67% |
$238K - $264K
|
16.3K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.3KNew |
$228K - $253K
|
15.3K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$207K - $230K
|
13.9K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13.1K+ 18.42% |
$194K - $216K
|
83.9K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.6K+ 86.46% |
$172K - $192K
|
24.9K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11.3K+ 20.88% |
$168K - $187K
|
65.3K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
7.3K+ 3.8% |
$109K - $121K
|
200K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.05K+ 16.41% |
$90.1K - $100K
|
42.9K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.93K+ 5.01% |
$88.3K - $98.2K
|
124K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.88K+ 37.09% |
$87.6K - $97.4K
|
21.7K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.85KNew |
$72.3K - $80.4K
|
4.85K
$65.6K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 20.65% |
$57.7K - $64.1K
|
22.6K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.12K+ 102.23% |
$46.5K - $51.7K
|
6.17K
$83.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.5KNew |
$22.4K - $24.9K
|
1.5K
$20.3K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.08K+ 2.86% |
$16.2K - $18K
|
39K
$527K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
1K+ 1.64% |
$14.9K - $16.6K
|
61.9K
$837K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
711+ 15.76% |
$10.6K - $11.8K
|
5.22K
$70.6K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
640+ 0.41% |
$9.54K - $10.6K
|
155K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
636+ 4.2% |
$9.48K - $10.5K
|
15.8K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
535+ 3.12% |
$7.97K - $8.86K
|
17.7K
$239K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
431+ 414.42% |
$6.42K - $7.14K
|
535
$7.23K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
234+ 4.96% |
$3.49K - $3.88K
|
4.95K
$66.9K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
171+ 417.07% |
$2.55K - $2.83K
|
212
$2.87K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108+ 2.25% |
$1.61K - $1.79K
|
4.91K
$66.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
69+ 30.94% |
$1.03K - $1.14K
|
292
$3.95K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
38New |
$566 - $630
|
38
$514
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10+ 9.9% |
$149 - $166
|
111
$1.5K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4New |
$59.6 - $66.3
|
4
$54.1
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 1.25% |
$44.7 - $49.7
|
243
$3.29K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$29.8 - $33.1
|
26.3K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-69- 87.34% |
$1.03K - $1.14K
|
10
$135
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-131- 47.12% |
$1.95K - $2.17K
|
147
$1.99K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-345- 2.86% |
$5.14K - $5.72K
|
11.7K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-350- 3.37% |
$5.22K - $5.8K
|
10K
$136K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-459- 3.66% |
$6.84K - $7.61K
|
12.1K
$164K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-482- 7.46% |
$7.18K - $7.99K
|
5.98K
$80.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-500- 93.46% |
$7.45K - $8.29K
|
35
$473
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-581- 44.22% |
$8.66K - $9.63K
|
733
$9.91K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-621- 9.77% |
$9.25K - $10.3K
|
5.74K
$77.6K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-756- 0.17% |
$11.3K - $12.5K
|
435K
$5.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-932- 19.57% |
$13.9K - $15.4K
|
3.83K
$51.8K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.46K- 15.19% |
$21.8K - $24.2K
|
8.17K
$110K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.88K- 6.05% |
$28K - $31.2K
|
29.2K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.34K- 24.23% |
$34.8K - $38.7K
|
7.31K
$98.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.26K- 12.32% |
$48.6K - $54K
|
23.2K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.84K- 5.51% |
$57.2K - $63.6K
|
65.8K
$889K
|