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NREF

NexPoint Real Estate Finance

75 hedge funds and large institutions have $180M invested in NexPoint Real Estate Finance in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $196K | Put options by funds: $98K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

0.44% less ownership

Funds ownership: 67.21%66.77% (-0.44%)

2% less capital invested

Capital invested by funds: $184M → $180M (-$4.08M)

3% less funds holding

Funds holding: 7775 (-2)

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% 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
10
Increased
25
Reduced
25
Closed
10
Calls
$196K
Puts
$98K
Net Calls
+$98K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1
Nexpoint Asset Management
Texas
$131M
BlackRock
2
BlackRock
New York
$10M +$188K +12,023 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.66M -$11.8K -756 -0.2%
Raymond James Financial
4
Raymond James Financial
Florida
$4.55M -$540K -34,511 -10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.05M +$114K +7,303 +4%
Millennium Management
6
Millennium Management
New York
$2.54M -$533K -34,037 -17%
State Street
7
State Street
Massachusetts
$2.38M +$10K +640 +0.4%
Morgan Stanley
8
Morgan Stanley
New York
$1.9M +$92.8K +5,927 +5%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$1.49M +$1.53M +97,482 New
WS
10
Wedbush Securities
California
$1.28M +$204K +13,051 +18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.25M -$641K -40,965 -33%
Northern Trust
12
Northern Trust
Illinois
$1.01M -$60.1K -3,838 -6%
PCM
13
Penserra Capital Management
California
$999K +$177K +11,286 +21%
1W
14
1776 Wealth
Georgia
$947K +$15.7K +1,000 +2%
RWM
15
Ritholtz Wealth Management
New York
$834K +$854K +54,521 New
Marshall Wace
16
Marshall Wace
United Kingdom
$820K +$273K +17,467 +48%
IFG
17
Independent Financial Group
California
$730K +$748K +47,772 New
Goldman Sachs
18
Goldman Sachs
New York
$656K +$94.7K +6,049 +16%
MQWP
19
Morey & Quinn Wealth Partners
Nebraska
$606K
BCP
20
Berkeley Capital Partners
Georgia
$596K +$17K +1,084 +3%
LPL Financial
21
LPL Financial
California
$447K -$29.5K -1,882 -6%
Charles Schwab
22
Charles Schwab
California
$402K +$31 +2 +0%
Two Sigma Investments
23
Two Sigma Investments
New York
$381K +$181K +11,568 +86%
Bank of America
24
Bank of America
North Carolina
$355K -$51K -3,259 -12%
HighTower Advisors
25
HighTower Advisors
Illinois
$346K +$60.6K +3,871 +21%

NREF Hedge Fund Activity: Q1 2025 in Review

75 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NexPoint Real Estate Finance (NREF) for Q1 2025, worth a combined $180M — down 2.2% from $184M a quarter earlier.

Fund positioning in NREF was balanced in Q1 2025: 10 funds opened new positions, 10 closed out, 25 added to existing stakes and 25 trimmed.

The largest buyer was O'Shaughnessy Asset Management, opening a new position worth an estimated $1.53M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $1.27M sold.

  • 75 institutional investors held NexPoint Real Estate Finance (NREF) as of Q1 2025, down from 77 in Q4 2024.
  • Funds reported $180M of NexPoint Real Estate Finance stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 10 funds opened new NexPoint Real Estate Finance positions in Q1 2025 and 10 closed out, a net change of 0 holders.
  • The largest NexPoint Real Estate Finance buyer in Q1 2025 was O'Shaughnessy Asset Management, an estimated $1.53M added.
  • The largest NexPoint Real Estate Finance seller in Q1 2025 was Kennedy Capital Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2025.