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 %
NAM
1
Nexpoint Asset Management
Texas
$118M – – –
BlackRock
2
BlackRock
New York
$8.6M -$461K -33,416 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6M -$6.54K -474 -0.1%
Raymond James Financial
4
Raymond James Financial
Florida
$4.21M +$109K +7,876 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.78M +$23.7K +1,716 +0.9%
State Street
6
State Street
Massachusetts
$2.24M +$93.8K +6,800 +4%
Morgan Stanley
7
Morgan Stanley
New York
$2.18M +$470K +34,064 +27%
Millennium Management
8
Millennium Management
New York
$2.01M -$282K -20,468 -12%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$1.31M -$36.3K -2,634 -3%
WS
10
Wedbush Securities
California
$1.06M -$96.3K -6,980 -8%
1W
11
1776 Wealth
Georgia
$954K +$99.5K +7,215 +12%
PCM
12
Penserra Capital Management
California
$949K +$48.2K +3,500 +5%
Northern Trust
13
Northern Trust
Illinois
$864K -$42.8K -3,105 -5%
Marshall Wace
14
Marshall Wace
United Kingdom
$782K +$42.3K +3,071 +6%
RWM
15
Ritholtz Wealth Management
New York
$781K +$29.1K +2,111 +4%
Goldman Sachs
16
Goldman Sachs
New York
$610K +$18.1K +1,315 +3%
SAM
17
Summit Asset Management
Tennessee
$553K +$553K +40,083 New
BCP
18
Berkeley Capital Partners
Georgia
$551K +$13.2K +958 +2%
MQWP
19
Morey & Quinn Wealth Partners
Nebraska
$547K – – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$523K -$605K -43,856 -54%
CFG
21
Copley Financial Group
California
$523K +$370K +26,865 +243%
LPL Financial
22
LPL Financial
California
$387K -$15.4K -1,119 -4%
HighTower Advisors
23
HighTower Advisors
Illinois
$340K +$28.3K +2,054 +9%
Charles Schwab
24
Charles Schwab
California
$331K -$32.1K -2,328 -9%
Barclays
25
Barclays
United Kingdom
$324K +$58.5K +4,240 +22%
1
2 3 4