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. | 05/15/2026 | 9.44 M | $127.15 M | 0.00% | 53.21% |
| BLACKROCK, INC. | 05/13/2026 | 594.00 K | $8.00 M | -5.02% | 3.35% |
| 05/15/2026 | 309.48 K | $4.17 M | 100.00% | 1.74% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 298.95 K | $4.03 M | -4.81% | 1.69% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 276.60 K | $3.73 M | 16.15% | 1.56% |
| MORGAN STANLEY | 05/15/2026 | 191.75 K | $2.58 M | -1.30% | 1.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 179.25 K | $2.42 M | 2.93% | 1.01% |
| STATE STREET CORP | 05/15/2026 | 175.56 K | $2.36 M | 2.82% | 0.99% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 155.72 K | $2.10 M | -1.26% | 0.88% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 112.59 K | $1.52 M | 16.43% | 0.63% |
| COPLEY FINANCIAL GROUP, INC. | 05/15/2026 | 110.51 K | $1.49 M | -10.38% | 0.62% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 102.22 K | $1.38 M | 17.29% | 0.58% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 83.37 K | $1.12 M | 2.91% | 0.47% |
| 1776 WEALTH LLC | 05/08/2026 | 72.40 K | $975.22 K | 0.00% | 0.41% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 71.56 K | $963.86 K | -20.02% | 0.40% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 62.48 K | $842.00 K | -8.08% | 0.35% |
| NORTHERN TRUST CORP | 05/14/2026 | 49.80 K | $670.74 K | -5.11% | 0.28% |
| LPL FINANCIAL LLC | 05/06/2026 | 45.51 K | $613.08 K | 2.19% | 0.26% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 40.52 K | $545.86 K | 100.00% | 0.23% |
| 05/08/2026 | 38.74 K | $521.84 K | 100.00% | 0.22% | |
| MOREY & QUINN WEALTH PARTNERS, LLC | 04/22/2026 | 37.88 K | $510.30 K | 0.00% | 0.21% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 36.99 K | $498.28 K | 100.00% | 0.21% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 36.56 K | $492.41 K | 83.20% | 0.21% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 27.71 K | $373.25 K | 12.31% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 26.87 K | $361.89 K | -6.83% | 0.15% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 23.45 K | $315.87 K | 0.43% | 0.13% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 23.18 K | $312.25 K | 3.85% | 0.13% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 20.17 K | $271.70 K | -15.66% | 0.11% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 20.17 K | $271.64 K | 2.65% | 0.11% |
| UBS GROUP AG | 05/05/2026 | 15.29 K | $205.89 K | 1,493.85% | 0.09% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 15.07 K | $203.01 K | -12.08% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 13.84 K | $194.87 K | 0.00% | 0.08% |
| CALLAN FAMILY OFFICE, LLC | 05/13/2026 | 12.22 K | $164.58 K | 100.00% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 11.99 K | $161.52 K | -65.55% | 0.07% |
| BARCLAYS PLC | 05/15/2026 | 11.86 K | $159.77 K | -48.11% | 0.07% |
| INVESCO LTD. | 05/12/2026 | 11.41 K | $153.75 K | -3.71% | 0.06% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 11.30 K | $152.20 K | 100.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 10.48 K | $141.17 K | -11.22% | 0.06% |
| RHUMBLINE ADVISERS | 05/12/2026 | 10.47 K | $141.01 K | 0.56% | 0.06% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 10.14 K | $136.60 K | 100.00% | 0.06% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 7.95 K | $107.00 K | 100.00% | 0.04% |
| 04/10/2026 | 7.00 K | $93.28 K | 0.00% | 0.04% | |
| STRATEGIC WEALTH PARTNERS, LTD. | 05/12/2026 | 6.19 K | $83.32 K | 518.50% | 0.03% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 5.82 K | $78.40 K | 195.43% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 5.47 K | $73.65 K | 0.00% | 0.03% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 4.58 K | $61.63 K | -54.25% | 0.03% |
| CITIGROUP INC | 05/11/2026 | 4.15 K | $55.87 K | 646.04% | 0.02% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 3.64 K | $48.00 K | -81.47% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 3.58 K | $48.25 K | 1.76% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 3.29 K | $44.33 K | 100.00% | 0.02% |
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NexPoint Real Estate Finance Inc institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of NexPoint Real Estate Finance Inc. The most heavily invested institutionals were:
NEXPOINT ASSET MANAGEMENT, L.P.: 9.44 M
BlackRock, Inc.: 594,002
RAYMOND JAMES FINANCIAL INC: 298,952
INDEPENDENT FINANCIAL GROUP, LLC: 276,601
MORGAN STANLEY: 191,748
GEODE CAPITAL MANAGEMENT, LLC: 179,249
72.57% of NexPoint Real Estate Finance Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.17 M shares in the last 24 months. This purchase volume represents approximately $207.49 M in transactions.