Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
40.1KNew |
$510K - $632K
|
40.1K
$586K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.1K+ 27.41% |
$433K - $537K
|
158K
$2.32M
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
26.9K+ 243.1% |
$342K - $424K
|
37.9K
$554K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18KNew |
$229K - $283K
|
18K
$263K
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
12.5KNew |
$159K - $197K
|
12.5K
$183K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.88K+ 2.65% |
$100K - $124K
|
305K
$4.46M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7.31K+ 127.35% |
$92.9K - $115K
|
13K
$191K
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
7.22K+ 11.65% |
$91.8K - $114K
|
69.2K
$1.01M
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
6.8K+ 4.38% |
$86.5K - $107K
|
162K
$2.37M
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.24K+ 22.02% |
$53.9K - $66.9K
|
23.5K
$344K
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.5K+ 5.36% |
$44.5K - $55.2K
|
68.8K
$1.01M
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.07K+ 5.72% |
$39.1K - $48.4K
|
56.7K
$829K
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.4K+ 23.9% |
$30.5K - $37.8K
|
12.4K
$182K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.11K+ 3.87% |
$26.9K - $33.3K
|
56.6K
$828K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 9.08% |
$26.1K - $32.4K
|
24.7K
$361K
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.85KNew |
$23.5K - $29.1K
|
1.85K
$27K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.79KNew |
$22.8K - $28.2K
|
1.79K
$26.2K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.76K+ 240.11% |
$22.4K - $27.8K
|
2.49K
$36.4K
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.72K+ 0.86% |
$21.8K - $27.1K
|
201K
$2.94M
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.43K+ 9.12% |
$18.2K - $22.5K
|
17.1K
$250K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.32K+ 3.06% |
$16.7K - $20.7K
|
44.2K
$647K
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
958+ 2.46% |
$12.2K - $15.1K
|
39.9K
$584K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
774+ 77.4% |
$9.85K - $12.2K
|
1.77K
$25.9K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
774+ 77.4% |
$9.85K - $12.2K
|
1.77K
$25.9K
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
633+ 3.58% |
$8.05K - $9.98K
|
18.3K
$268K
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
608+ 5.03% |
$7.73K - $9.59K
|
12.7K
$186K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$7.63K - $9.46K
|
600
$8.77K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
211+ 190.09% |
$2.68K - $3.33K
|
322
$4.71K
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
144+ 25.13% |
$1.83K - $2.27K
|
717
$10.5K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
103+ 1030.0% |
$1.31K - $1.62K
|
113
$1.65K
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
84+ 57.14% |
$1.07K - $1.32K
|
231
$3.38K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
68New |
$865 - $1.07K
|
68
$994
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32+ 188.24% |
$407 - $505
|
49
$716
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
27New |
$343 - $426
|
27
$395
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21+ 60.0% |
$267 - $331
|
56
$819
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2New |
$25.4 - $31.5
|
2
$29.2
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 25.0% |
$12.7 - $15.8
|
3
$43.9
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2- 0.04% |
$25.4 - $31.5
|
4.91K
$71.7K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-62- 0.53% |
$789 - $978
|
11.7K
$171K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-71- 24.32% |
$903 - $1.12K
|
221
$3.23K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-173- 81.6% |
$2.2K - $2.73K
|
39
$570
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-474- 0.11% |
$6.03K - $7.47K
|
435K
$6.36M
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 27.1% |
$13.2K - $16.4K
|
2.79K
$40.8K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.12K- 3.83% |
$14.2K - $17.6K
|
28.1K
$411K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.3K- 5.59% |
$16.5K - $20.5K
|
21.9K
$320K
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.52K- 9.67% |
$19.4K - $24K
|
14.2K
$208K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 24.86% |
$19.5K - $24.2K
|
4.64K
$67.8K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.03K- 38.89% |
$25.8K - $32K
|
3.19K
$46.7K
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.33K- 8.85% |
$29.6K - $36.7K
|
24K
$351K
|