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NREF

NexPoint Real Estate Finance

76 hedge funds and large institutions have $168M invested in NexPoint Real Estate Finance in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,700% more call options, than puts

Call options by funds: $152K | Put options by funds: $4K

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

4% more capital invested

Capital invested by funds: $162M → $168M (+$5.81M)

0.45% more ownership

Funds ownership: 66.43%66.89% (+0.45%)

0% more funds holding

Funds holding: 7676 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
76
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
33
Reduced
19
Closed
8
Calls
$152K
Puts
$4K
Net Calls
+$148K
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1
Nexpoint Asset Management
Texas
$122M
BlackRock
2
BlackRock
New York
$8.74M -$98.8K -6,851 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.13M -$39.1K -2,709 -0.6%
Raymond James Financial
4
Raymond James Financial
Florida
$4.37M +$46K +3,190 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.64M -$221K -15,356 -8%
State Street
6
State Street
Massachusetts
$2.43M +$131K +9,065 +6%
Morgan Stanley
7
Morgan Stanley
New York
$2.35M +$102K +7,084 +4%
Millennium Management
8
Millennium Management
New York
$1.98M -$81K -5,617 -4%
CFG
9
Copley Financial Group
California
$1.61M +$1.09M +75,918 +200%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$1.57M +$233K +16,173 +17%
Goldman Sachs
11
Goldman Sachs
New York
$1.36M +$750K +51,973 +117%
1W
12
1776 Wealth
Georgia
$1.03M +$47.6K +3,304 +5%
IFG
13
Independent Financial Group
California
$1.02M +$263K +18,227 +34%
PCM
14
Penserra Capital Management
California
$1.01M +$34.7K +2,403 +3%
WS
15
Wedbush Securities
California
$998K -$94.6K -6,560 -9%
RWM
16
Ritholtz Wealth Management
New York
$956K +$155K +10,774 +19%
Northern Trust
17
Northern Trust
Illinois
$804K -$85.8K -5,949 -9%
SAM
18
Summit Asset Management
Tennessee
$568K
BCP
19
Berkeley Capital Partners
Georgia
$565K -$995 -69 -0.2%
MQWP
20
Morey & Quinn Wealth Partners
Nebraska
$543K -$19.5K -1,350 -3%
LPL Financial
21
LPL Financial
California
$519K +$122K +8,485 +30%
Charles Schwab
22
Charles Schwab
California
$374K +$34.3K +2,375 +10%
HighTower Advisors
23
HighTower Advisors
Illinois
$350K
Bank of America
24
Bank of America
North Carolina
$317K +$7.02K +487 +2%
Barclays
25
Barclays
United Kingdom
$311K -$23K -1,592 -7%

NREF Hedge Fund Activity: Q3 2025 in Review

76 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NexPoint Real Estate Finance (NREF) for Q3 2025, worth a combined $168M — up 3.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NREF positions and 8 closed out — a net gain of 3 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Copley Financial Group, adding an estimated $1.09M. The largest seller was Marshall Wace, exiting entirely with an estimated $782K sold.

  • 76 institutional investors held NexPoint Real Estate Finance (NREF) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $168M of NexPoint Real Estate Finance stock for Q3 2025, up 3.6% quarter-over-quarter.
  • 11 funds opened new NexPoint Real Estate Finance positions in Q3 2025 and 8 closed out, a net change of +3 holders.
  • The largest NexPoint Real Estate Finance buyer in Q3 2025 was Copley Financial Group, an estimated $1.09M added.
  • The largest NexPoint Real Estate Finance seller in Q3 2025 was Marshall Wace, an estimated $782K sold.

Based on aggregated 13F filings for Q3 2025.