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NREF

NexPoint Real Estate Finance

77 hedge funds and large institutions have $184M invested in NexPoint Real Estate Finance in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

155% more call options, than puts

Call options by funds: $212K | Put options by funds: $83K

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

12% more funds holding

Funds holding: 6977 (+8)

0% more capital invested

Capital invested by funds: $183M → $184M (+$840K)

0.05% more ownership

Funds ownership: 67.17%67.21% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
30
Reduced
14
Closed
4
Calls
$212K
Puts
$83K
Net Calls
+$129K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$48K +$31.3K +1,957 +179%
SO
52
STRS Ohio
Ohio
$26.7K
Osaic Holdings
53
Osaic Holdings
Arizona
$23.2K +$18.9K +1,180 +393%
TRCT
54
Tower Research Capital (TRC)
New York
$20.6K +$4.11K +257 +24%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$17.9K -$208 -13 -1%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$15.8K +$16.1K +1,004 New
LIS
57
Legacy Investment Solutions
Idaho
$15.6K
LWMI
58
Legacy Wealth Management (Idaho)
Idaho
$15.6K
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$9.29K
AIP
60
Ameritas Investment Partners
Nebraska
$9.23K
Legal & General Group
61
Legal & General Group
United Kingdom
$8.99K
T
62
Transce3nd
Texas
$8.69K +$8.87K +554 New
OLVIG
63
Oliver Lagore Vanvalin Investment Group
Michigan
$7.84K
HI
64
Harbour Investments
Wisconsin
$4.71K
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.71K +$4.8K +300 New
SCM
66
Sterling Capital Management
North Carolina
$4.36K +$4.03K +252 +969%
AB
67
Amalgamated Bank
New York
$4K
PD
68
Point72 (DIFC)
United Arab Emirates
$3.94K +$4.02K +251 New
PWMG
69
Private Wealth Management Group
New Jersey
$3.77K +$3.84K +240 New
PAS
70
Point72 Asia (Singapore)
Singapore
$3.23K +$3.3K +206 New
HCA
71
Harbor Capital Advisors
Illinois
$3K -$48 -3 -1%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K +$272 +17 +20%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$1.91K
GI
74
GAMMA Investing
California
$1.63K +$1.47K +92 +767%
EWA
75
EverSource Wealth Advisors
Alabama
$1.24K +$1.26K +79 New

NREF Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NexPoint Real Estate Finance (NREF) for Q4 2024, worth a combined $184M — up 0.46% from $183M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NREF positions and 4 closed out — a net gain of 10 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Millennium Management, adding an estimated $876K. The largest seller was Kennedy Capital Management, cutting an estimated $1.24M.

  • 77 institutional investors held NexPoint Real Estate Finance (NREF) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $184M of NexPoint Real Estate Finance stock for Q4 2024, up 0.46% quarter-over-quarter.
  • 14 funds opened new NexPoint Real Estate Finance positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest NexPoint Real Estate Finance buyer in Q4 2024 was Millennium Management, an estimated $876K added.
  • The largest NexPoint Real Estate Finance seller in Q4 2024 was Kennedy Capital Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.