NexPoint Real Estate Finance Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 625.39 K | $8.81 M | 1.42% | 3.53% |
| VANGUARD GROUP INC | 01/29/2026 | 397.17 K | $5.59 B | -8.09% | 2.24% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 314.05 K | $4.42 M | 1.81% | 1.77% |
| MORGAN STANLEY | 02/13/2026 | 194.27 K | $2.74 M | 17.43% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 174.16 K | $2.45 B | -6.35% | 0.98% |
| STATE STREET CORP | 02/13/2026 | 170.75 K | $2.40 M | -0.28% | 0.96% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 157.70 K | $2.22 M | 42.05% | 0.89% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 96.70 K | $1.36 M | 43.45% | 0.55% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 89.47 K | $1.26 B | -7.00% | 0.50% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 87.15 K | $1.23 M | -37.73% | 0.49% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 81.02 K | $1.14 M | 13.71% | 0.46% |
| 1776 WEALTH LLC | 02/11/2026 | 72.40 K | $1.02 M | -0.08% | 0.41% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 67.98 K | $957.00 K | -3.38% | 0.38% |
| LPL FINANCIAL LLC | 02/11/2026 | 44.54 K | $627.10 K | 21.77% | 0.25% |
| BERKELEY CAPITAL PARTNERS, LLC | 02/05/2026 | 40.91 K | $576.00 K | 2.63% | 0.23% |
| MOREY & QUINN WEALTH PARTNERS, LLC | 01/27/2026 | 37.88 K | $533.41 K | -1.06% | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 34.81 K | $490.05 K | 69.69% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 28.83 K | $405.98 M | 28.81% | 0.16% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 24.67 K | $347.38 K | 0.01% | 0.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 23.92 K | $336.75 K | -9.26% | 0.14% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 23.35 K | $328.77 K | 9.27% | 0.13% |
| BARCLAYS PLC | 02/13/2026 | 22.86 K | $321.84 K | 4.34% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 22.42 K | $315.70 M | 100.00% | 0.13% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 19.95 K | $280.95 K | 100.00% | 0.11% |
| NAVIS WEALTH ADVISORS, LLC | 02/13/2026 | 19.65 K | $276.60 K | 3.54% | 0.11% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 19.63 K | $275.00 K | 175.85% | 0.11% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 17.14 K | $241.35 K | -14.23% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 11.80 K | $166.20 K | -14.23% | 0.07% |
| RHUMBLINE ADVISERS | 02/13/2026 | 10.41 K | $146.58 M | -12.45% | 0.06% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 10.00 K | $140.79 K | -26.39% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 8.58 K | $120.83 K | 46.36% | 0.05% |
| 01/21/2026 | 7.00 K | $98.56 M | 100.00% | 0.04% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 5.47 K | $76.99 K | 0.00% | 0.03% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.25 K | $45.80 K | -8.03% | 0.02% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 3.16 K | $44.42 K | -0.03% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.68 K | $37.68 K | -4.29% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.85 K | $25.99 K | 0.00% | 0.01% |
| STRS OHIO | 02/02/2026 | 1.70 K | $23.94 K | 0.00% | 0.01% |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 1.56 K | $21.99 K | -44.05% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.54 K | $22.00 K | -68.87% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.23 K | $17.25 M | 37.80% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 959 | $13.50 K | -87.61% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 717 | $10.10 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 600 | $8.45 K | 100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 588 | $8.28 K | 0.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 556 | $7.83 K | -50.75% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 441 | $6.21 K | -16.48% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 414 | $5.83 K | 100.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 336 | $5.00 K | -22.22% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 300 | $4.22 K | 0.00% | 0.00% |
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NexPoint Real Estate Finance Inc institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of NexPoint Real Estate Finance Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 625,390
VANGUARD GROUP INC: 397,174
RAYMOND JAMES FINANCIAL INC: 314,049
MORGAN STANLEY: 194,271
GEODE CAPITAL MANAGEMENT, LLC: 174,155
STATE STREET CORP: 170,751
6.80% of NexPoint Real Estate Finance Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.25 M shares in the last 24 months. This purchase volume represents approximately $61.69 M in transactions.