NREF

NexPoint Real Estate Finance
NREF

Overview Fund Activity

74 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, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
–
Holders Change %
0%
% 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
11
Increased
29
Reduced
25
Closed
9
Calls
$276K
Puts
$4K
Net Calls
+$272K
Net Calls Change
+$174K

Top Buyers

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

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$523K
2
BlackRock
BlackRock
New York
$8.6M
3
Millennium Management
Millennium Management
New York
$2.01M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
51
Simplex Trading
Illinois
$24K +$24K +1,790 New
SO
52
STRS Ohio
Ohio
$23.4K – – –
Osaic Holdings
53
Osaic Holdings
Arizona
$23.2K -$232K -14,773 -91%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$15.3K +$4.77K +346 +45%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$14.7K +$234 +17 +2%
Legal & General Group
56
Legal & General Group
United Kingdom
$9.89K +$1.99K +144 +25%
AAS
57
Ameritas Advisory Services
Nebraska
$8.27K +$8.27K +600 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$8.16K – – –
AIP
59
Ameritas Investment Partners
Nebraska
$8.11K – – –
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$7.65K +$7.65K +500 New
T
61
Transce3nd
Texas
$7.64K – – –
HI
62
Harbour Investments
Wisconsin
$4.14K – – –
AB
63
Amalgamated Bank
New York
$4K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.62K +211 +190%
SCM
65
Sterling Capital Management
North Carolina
$3.19K +$1.16K +84 +57%
HCA
66
Harbor Capital Advisors
Illinois
$3K -$964 -71 -24%
EWA
67
EverSource Wealth Advisors
Alabama
$1.56K +$1.42K +103 +1,030%
C
68
Covestor
United Kingdom
$1K -$4.44K -173 -82%
PWA
69
Physician Wealth Advisors
Utah
$938 +$938 +68 New
GI
70
GAMMA Investing
California
$772 +$289 +21 +60%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$676 +$441 +32 +188%
IA
72
IFP Advisors
Florida
$428 +$428 +27 New
TWD
73
True Wealth Design
Ohio
$42 -$14 -1 -25%
AF
74
Allworth Financial
California
$28 +$28 +2 New
Citadel Advisors
75
Citadel Advisors
Florida
– -$254K -16,612 Closed
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