NREF

NexPoint Real Estate Finance
NREF

Overview Fund Activity

73 hedge funds and large institutions have $161M invested in NexPoint Real Estate Finance in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
29
Reduced
24
Closed
9
Calls
$276K
Puts
$4K
Net Calls
+$272K
Net Calls Change
+$174K

Top Buyers

1
SAM
1
Summit Asset Management
Tennessee
$553K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.18M
3
CFG
3
Copley Financial Group
California
$523K
4
PI
4
PFG Investments
New York
$248K
5
KI
5
Kapitalo Investimentos
Brazil
$172K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$523K
2
BlackRock
2
BlackRock
New York
$8.6M
3
Millennium Management
3
Millennium Management
New York
$2.01M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SO
51
STRS Ohio
Ohio
$23.4K 1,700 – –
Osaic Holdings
52
Osaic Holdings
Arizona
$23.2K 1,480 -14,773 -91%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$15.3K 1,107 +346 +45%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$14.7K 1,065 +17 +2%
Legal & General Group
55
Legal & General Group
United Kingdom
$9.89K 717 +144 +25%
AAS
56
Ameritas Advisory Services
Nebraska
$8.27K 600 +600 New
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$8.16K 592 – –
AIP
58
Ameritas Investment Partners
Nebraska
$8.11K 588 – –
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$7.65K 500 +500 New
T
60
Transce3nd
Texas
$7.64K 554 – –
HI
61
Harbour Investments
Wisconsin
$4.14K 300 – –
AB
62
Amalgamated Bank
New York
$4K 272 – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$4K 322 +211 +190%
SCM
64
Sterling Capital Management
North Carolina
$3.19K 231 +84 +57%
HCA
65
Harbor Capital Advisors
Illinois
$3K 221 -71 -24%
EWA
66
EverSource Wealth Advisors
Alabama
$1.56K 113 +103 +1,030%
C
67
Covestor
United Kingdom
$1K 39 -173 -82%
PWA
68
Physician Wealth Advisors
Utah
$938 68 +68 New
GI
69
GAMMA Investing
California
$772 56 +21 +60%
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
$676 49 +32 +188%
IA
71
IFP Advisors
Florida
$428 27 +27 New
TWD
72
True Wealth Design
Ohio
$42 3 -1 -25%
AF
73
Allworth Financial
California
$28 2 +2 New
Citadel Advisors
74
Citadel Advisors
Florida
– – -16,612 Closed
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
– – -15,281 Closed
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3
4