NexPoint Real Estate Finance, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEXPOINT ASSET MANAGEMENT, L.P. | 11/14/2025 | 8.59 M | $121.77 M | 0.00% | 48.48% |
| BLACKROCK, INC. | 11/12/2025 | 616.62 K | $8.74 M | -1.10% | 3.48% |
| VANGUARD GROUP INC | 11/07/2025 | 432.13 K | $6.13 M | -0.62% | 2.44% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 308.48 K | $4.37 M | 1.04% | 1.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 185.95 K | $2.64 M | -7.63% | 1.05% |
| STATE STREET CORP | 11/14/2025 | 171.23 K | $2.43 M | 5.59% | 0.97% |
| MORGAN STANLEY | 11/14/2025 | 165.44 K | $2.35 M | 4.47% | 0.93% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 139.96 K | $1.98 M | -3.86% | 0.79% |
| COPLEY FINANCIAL GROUP, INC. | 11/18/2025 | 113.83 K | $1.61 M | 200.23% | 0.64% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 111.02 K | $1.57 M | 17.05% | 0.63% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 96.21 K | $1.36 M | 117.49% | 0.54% |
| 1776 WEALTH LLC | 11/06/2025 | 72.46 K | $1.03 M | 4.78% | 0.41% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 71.25 K | $1.01 M | 3.49% | 0.40% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 70.36 K | $998.00 K | -8.53% | 0.40% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 67.41 K | $955.82 K | 19.02% | 0.38% |
| NORTHERN TRUST CORP | 11/14/2025 | 56.73 K | $804.42 K | -9.49% | 0.32% |
| SUMMIT ASSET MANAGEMENT, LLC | 11/06/2025 | 40.08 K | $568.38 K | 0.00% | 0.23% |
| BERKELEY CAPITAL PARTNERS, LLC | 11/10/2025 | 39.86 K | $565.22 K | -0.17% | 0.23% |
| MOREY & QUINN WEALTH PARTNERS, LLC | 10/28/2025 | 38.29 K | $542.94 K | -3.41% | 0.22% |
| LPL FINANCIAL LLC | 11/12/2025 | 36.58 K | $518.66 K | 30.20% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 26.36 K | $373.74 K | 9.90% | 0.15% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 24.67 K | $349.81 K | 0.00% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 22.39 K | $317.42 K | 2.22% | 0.13% |
| BARCLAYS PLC | 11/12/2025 | 21.91 K | $310.64 K | -6.77% | 0.12% |
| CONCORDE ASSET MANAGEMENT, LLC | 11/14/2025 | 21.37 K | $301.53 K | 100.00% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 20.51 K | $290.85 K | 3.93% | 0.12% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 19.99 K | $283.41 K | 9.48% | 0.11% |
| NAVIS WEALTH ADVISORS, LLC | 11/14/2025 | 18.97 K | $269.04 K | 3.51% | 0.11% |
| VIDENT ADVISORY, LLC | 11/14/2025 | 18.12 K | $256.94 K | 100.00% | 0.10% |
| HSBC HOLDINGS PLC | 11/13/2025 | 13.93 K | $198.36 K | -2.18% | 0.08% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 13.84 K | $196.25 K | 11.25% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 13.76 K | $206.45 K | -8.56% | 0.08% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 13.58 K | $192.61 K | 100.00% | 0.08% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 13.57 K | $192.39 K | 4.03% | 0.08% |
| RHUMBLINE ADVISERS | 11/06/2025 | 11.89 K | $168.62 K | -6.40% | 0.07% |
| HRT FINANCIAL LP | 11/14/2025 | 11.73 K | $166.00 K | 100.00% | 0.07% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 10.77 K | $152.64 K | -40.12% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 7.74 K | $109.71 K | 142.39% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 7.12 K | $99.00 K | 63.64% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 5.86 K | $83.13 K | 19.48% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 5.47 K | $77.54 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 4.93 K | $70.00 K | 6.36% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 3.56 K | $50.42 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 11/26/2025 | 3.54 K | $50.15 K | -50.41% | 0.02% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 11/12/2025 | 3.16 K | $44.75 K | 77.90% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 2.80 K | $39.65 K | 152.57% | 0.02% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 2.79 K | $39.59 K | 0.00% | 0.02% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 1.97 K | $27.94 K | 100.00% | 0.01% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 1.85 K | $26.18 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 1.71 K | $24.00 K | -4.25% | 0.01% |
NexPoint Real Estate Finance, Inc. institutional Ownership - FAQ's
During the previous two years, 93 institutional investors and hedge funds held shares of NexPoint Real Estate Finance, Inc.. The most heavily invested institutionals were:
NEXPOINT ASSET MANAGEMENT, L.P.: 8.59 M
BlackRock, Inc.: 616,620
VANGUARD GROUP INC: 432,127
RAYMOND JAMES FINANCIAL INC: 308,477
GEODE CAPITAL MANAGEMENT, LLC: 185,954
STATE STREET CORP: 171,226
66.52% of NexPoint Real Estate Finance, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 13.04 M shares in the last 24 months. This purchase volume represents approximately $185.14 M in transactions.