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. | 08/14/2026 | 9.44 M | $146.31 M | 0.00% | 50.09% |
| BLACKROCK, INC. | 08/07/2026 | 624.28 K | $9.68 M | 5.10% | 3.31% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 346.32 K | $5.37 M | 11.91% | 1.84% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 292.85 K | $4.54 M | -2.04% | 1.55% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 281.01 K | $4.36 M | 1.59% | 1.49% |
| MORGAN STANLEY | 08/13/2026 | 195.07 K | $3.02 M | 1.73% | 1.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 182.68 K | $2.83 M | 1.91% | 0.97% |
| STATE STREET CORP | 09/22/2026 | 173.36 K | $2.69 M | -1.25% | 0.93% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 155.33 K | $2.41 M | -0.25% | 0.82% |
| COPLEY FINANCIAL GROUP, INC. | 08/11/2026 | 110.59 K | $1.71 M | 0.07% | 0.59% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 104.62 K | $1.62 M | -7.08% | 0.56% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 80.73 K | $1.25 M | -3.17% | 0.43% |
| 1776 WEALTH LLC | 08/10/2026 | 72.40 K | $1.12 M | 0.00% | 0.38% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 60.12 K | $932.00 K | -3.79% | 0.32% |
| NORTHERN TRUST CORP | 08/13/2026 | 57.14 K | $885.69 K | 14.75% | 0.30% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 51.59 K | $799.57 K | -27.91% | 0.27% |
| LPL FINANCIAL LLC | 08/07/2026 | 50.33 K | $780.15 K | 10.59% | 0.27% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 48.33 K | $749.18 K | 24.76% | 0.26% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 41.72 K | $646.70 K | 14.13% | 0.22% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 41.17 K | $638.20 K | 1.60% | 0.22% |
| MOREY & QUINN WEALTH PARTNERS, LLC | 07/27/2026 | 36.56 K | $566.71 K | -3.49% | 0.19% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 33.39 K | $517.50 K | -9.75% | 0.18% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 32.41 K | $502.40 K | 16.97% | 0.17% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 32.08 K | $497.16 K | 38.37% | 0.17% |
| OAK GROVE CAPITAL LLC | 08/13/2026 | 27.00 K | $418.50 K | 100.00% | 0.14% |
| CONCORDE ASSET MANAGEMENT, LLC | 08/18/2026 | 25.95 K | $402.23 K | 10.66% | 0.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 23.62 K | $366.11 K | 17.10% | 0.13% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 23.62 K | $366.11 K | 100.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 23.45 K | $363.40 K | -12.73% | 0.12% |
| NAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 20.82 K | $322.69 K | 3.24% | 0.11% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 18.40 K | $285.20 K | 100.00% | 0.10% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 17.49 K | $271.08 K | 16.04% | 0.09% |
| OPPENHEIMER & CO INC | 08/03/2026 | 17.36 K | $269.03 K | 100.00% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 15.44 K | $207.98 K | 11.56% | 0.08% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 14.88 K | $230.64 K | 41.98% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.80 K | $213.90 K | 100.00% | 0.07% |
| NUVEEN, LLC | 08/11/2026 | 12.72 K | $197.10 K | 100.00% | 0.07% |
| CALLAN FAMILY OFFICE, LLC | 08/11/2026 | 12.22 K | $189.38 K | 0.00% | 0.06% |
| BARCLAYS PLC | 08/14/2026 | 11.99 K | $185.83 K | 1.08% | 0.06% |
| INVESCO LTD. | 08/14/2026 | 10.69 K | $165.76 K | -6.31% | 0.06% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 10.14 K | $157.19 K | 0.00% | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 10.09 K | $156.37 K | 100.00% | 0.05% |
| RHUMBLINE ADVISERS | 08/12/2026 | 10.07 K | $156.13 K | -3.78% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 8.06 K | $124.92 K | -47.28% | 0.04% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 7.00 K | $108.52 K | 53.03% | 0.04% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 7.00 K | $112.42 K | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 6.76 K | $104.77 K | 108.61% | 0.04% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/17/2026 | 5.82 K | $90.21 K | 0.00% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 5.47 K | $84.75 K | 0.00% | 0.03% |
| BNP PARIBAS FINANCIAL MARKETS | 08/13/2026 | 4.86 K | $75.36 K | 179.75% | 0.03% |
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NexPoint Real Estate Finance Inc institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of NexPoint Real Estate Finance Inc. The most heavily invested institutionals were:
Morey & Quinn Wealth Partners, LLC: 36,562
OPPENHEIMER & CO INC: 17,357
STRS OHIO: 2,300
Next Level Wealth Planning, LLC: 1,662
CITIGROUP INC: 820
Covestor Ltd: 126
68.57% of NexPoint Real Estate Finance Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.20 M shares in the last 24 months. This purchase volume represents approximately $207.91 M in transactions.