NREF Institutional Ownership
Who owns NexPoint Real Estate Finance, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 79 funds reported holding NREF at Jun 30, 2026, together owning 68.4% of the company.
- ▲41 buying vs 34 selling
- ●Held by funds +0.1 pts
- ▼Funds holding -7
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 79 | 86 | −8.1% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 12.9M | 12.9M | +0.2% |
| Held by funds | 68.4% | 68.3% | +0.1 pts |
| New positions | 9 | 11 | −18.2% |
| Increased | 32 | 29 | +10.3% |
| Reduced | 20 | 29 | −31.0% |
| Sold out | 14 | 7 | +100.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in NREF
All superinvestors →
Who owns NREF
share of fund held shares- Index and passive funds11.7%
- Active managers and hedge funds82.8%
- Banks and brokers5.4%
- Pensions, insurers and other0.1%
The top 10 holders own 91.5% of all NREF shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
13 funds changed their position- Wedbush Securities IncTrimmed−3,665 sh
- Next Level Wealth Planning, LLCNew+1,662 sh
- Nisa Investment Advisors, LLCSold out−1,037 sh
- GAMMA Investing LLCAdded+891 sh
- Strs OhioAdded+600 sh
🔒 Free account: see all 13.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Nexpoint Asset Management, L.P. | 50.08% | 9.4M | $146M | 0 |
| 2 | BlackRock, Inc. | 3.31% | 624K | $9.7M | +30K |
| 3 | Vanguard Capital Management LLC | 1.84% | 346K | $5.4M | +37K |
| 4 | Raymond James Financial Inc | 1.55% | 293K | $4.5M | −6,099 |
| 5 | Independent Financial Group, LLC | 1.49% | 281K | $4.4M | +4,409 |
| 6 | Morgan Stanley | 1.03% | 195K | $3M | +3,319 |
| 7 | Geode Capital Management, LLC | 0.97% | 183K | $2.8M | +3,429 |
| 8 | State Street Corp | 0.92% | 173K | $2.7M | −2,200 |
| 9 | O'Shaughnessy Asset Management, LLC | 0.82% | 155K | $2.4M | −387 |
| 10 | Copley Financial Group, Inc. | 0.59% | 111K | $1.7M | +80 |
- Vanguard Capital Management LLC+37K sh+$571K
- BlackRock, Inc.+30K sh+$469K
- Oak Grove Capital LLC+27K sh+$419K
- Bridgeway Capital Management, LLC+18K sh+$285K
- Oppenheimer & Co Inc+17K sh+$269K
- Nuveen, LLC+13K sh+$197K
- AQR Capital Management LLC+10K sh+$156K
- Vanguard Portfolio Management LLC+9,593 sh+$149K
- Millennium Management LLC−102K sh−$1.4M
- Goldman Sachs Group Inc−20K sh−$310K
- Two Sigma Investments, LP−12K sh−$162K
- PFG Investments, LLC−11K sh−$152K
- Ritholtz Wealth Management−7,970 sh−$124K
- UBS Group AG−7,226 sh−$112K
- SG Americas Securities, LLC−7,948 sh−$107K
- Raymond James Financial Inc−6,099 sh−$95K
NREF institutional ownership FAQ
Who owns the most NREF stock?
In Q2 2026 13F filings the largest holder of NREF was Nexpoint Asset Management, L.P., followed by BlackRock, Inc. and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of NREF is owned by institutions?
Funds that file 13F reports held 68.4% of NREF's shares at Jun 30, 2026, compared with 68.3% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying NREF?
In Q2 2026, 41 funds bought NREF (9 of them new positions) and 34 sold (14 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for NREF is neutral.
What is NREF's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this NREF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.