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NREF

NexPoint Real Estate Finance

69 hedge funds and large institutions have $183M invested in NexPoint Real Estate Finance in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $94K | Put options by funds: $20K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $162M → $183M (+$21.6M)

6% more funds holding

Funds holding: 6569 (+4)

0.67% more ownership

Funds ownership: 66.5%67.17% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
21
Reduced
23
Closed
4
Calls
$94K
Puts
$20K
Net Calls
+$74K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$17K -$2.63K -175 -14%
LIS
52
Legacy Investment Solutions
Idaho
$16.5K +$15K +1,000 New
LWMI
53
Legacy Wealth Management (Idaho)
Idaho
$16.5K +$15K +1,000 New
TRCT
54
Tower Research Capital (TRC)
New York
$16.5K -$12.7K -845 -44%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$9.25K
AIP
56
Ameritas Investment Partners
Nebraska
$9.19K
Legal & General Group
57
Legal & General Group
United Kingdom
$8.96K
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$7.82K
HI
59
Harbour Investments
Wisconsin
$4.69K
Osaic Holdings
60
Osaic Holdings
Arizona
$4.69K
AB
61
Amalgamated Bank
New York
$4K
HCA
62
Harbor Capital Advisors
Illinois
$4K +$3.4K +226 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1.91K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$1K +$901 +60 +250%
AAP
65
Arax Advisory Partners
Colorado
$813
SCM
66
Sterling Capital Management
North Carolina
$406 +$391 +26 New
GI
67
GAMMA Investing
California
$188 +$180 +12 New
BF
68
BOK Financial
Oklahoma
-$926K -67,525 Closed
RIA
69
Realta Investment Advisors
Delaware
-$283K -20,601 Closed
Invesco
70
Invesco
Georgia
-$162K -11,827 Closed
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
-$14.7K -1,074 Closed
Simplex Trading
72
Simplex Trading
Illinois
-$15.5K -1,031 -97%
C
73
Covestor
United Kingdom
-$661 -44 -59%

NREF Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NexPoint Real Estate Finance (NREF) for Q3 2024, worth a combined $183M — up 13% from $162M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NREF positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $477K. The largest seller was Kennedy Capital Management, cutting an estimated $969K.

  • 69 institutional investors held NexPoint Real Estate Finance (NREF) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $183M of NexPoint Real Estate Finance stock for Q3 2024, up 13% quarter-over-quarter.
  • 8 funds opened new NexPoint Real Estate Finance positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest NexPoint Real Estate Finance buyer in Q3 2024 was BlackRock, an estimated $477K added.
  • The largest NexPoint Real Estate Finance seller in Q3 2024 was Kennedy Capital Management, an estimated $969K sold.

Based on aggregated 13F filings for Q3 2024.