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. | 11/14/2024 | 8.59 M | $134.22 M | 0.00% | 49.29% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 662,441 | $10.35 M | 100.00% | 3.80% |
| VANGUARD GROUP INC | 11/13/2024 | 434,372 | $6.79 M | 1.82% | 2.49% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 298,986 | $4.67 M | -3.73% | 1.72% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 191,881 | $3.00 M | -3.15% | 1.10% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 158,234 | $2.47 M | -28.95% | 0.91% |
| STATE STREET CORP | 11/14/2024 | 151,696 | $2.37 M | 4.03% | 0.87% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 145,393 | $2.27 M | -0.98% | 0.83% |
| MORGAN STANLEY | 11/14/2024 | 133,920 | $2.09 M | 4.81% | 0.77% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 123,563 | $1.93 M | 2.42% | 0.71% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 108,144 | $1.69 M | -6.99% | 0.62% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/12/2024 | 69,923 | $1.09 M | 22.88% | 0.40% |
| WEDBUSH SECURITIES INC | 11/08/2024 | 64,295 | $1.01 M | 3.32% | 0.37% |
| 1776 WEALTH LLC | 11/06/2024 | 57,661 | $901,241 | 5.65% | 0.33% |
| BERKELEY CAPITAL PARTNERS, LLC | 11/14/2024 | 37,107 | $579,983 | 5.95% | 0.21% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 30,991 | $484,389 | 112.68% | 0.18% |
| LPL FINANCIAL LLC | 11/08/2024 | 29,048 | $454,027 | 4.30% | 0.17% |
| CITADEL ADVISORS LLC | 11/14/2024 | 24,977 | $390,390 | 100.00% | 0.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 24,322 | $380,153 | -7.42% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 24,009 | $375,260 | 0.94% | 0.14% |
| BARCLAYS PLC | 11/19/2024 | 21,730 | $340,000 | 58.29% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 18,744 | $293,000 | 0.00% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 18,711 | $292,453 | 60.07% | 0.11% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 17,560 | $274,467 | -27.18% | 0.10% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 17,200 | $268,836 | -7.03% | 0.10% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 16,560 | $258,833 | 0.00% | 0.10% |
| FIRST FOUNDATION ADVISORS | 11/14/2024 | 15,012 | $234,638 | 0.00% | 0.09% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 12,964 | $202,627 | 0.00% | 0.07% |
| RHUMBLINE ADVISERS | 11/12/2024 | 12,718 | $198,775 | -2.00% | 0.07% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 12,661 | $197,000 | -44.16% | 0.07% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 12,445 | $194,515 | -7.46% | 0.07% |
| JANE STREET GROUP, LLC | 11/15/2024 | 12,023 | $187,920 | -34.70% | 0.07% |
| NAVIS WEALTH ADVISORS, LLC | 10/24/2024 | 10,660 | $166,616 | 100.00% | 0.06% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 10,390 | $162,396 | 3.69% | 0.06% |
| 12/09/2024 | 6,654 | $104,002 | 100.00% | 0.04% | |
| JPMORGAN CHASE & CO | 12/26/2024 | 6,550 | $102,377 | 77.22% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2024 | 6,000 | $93,780 | 100.00% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 5,800 | $90,654 | 556.85% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 5,468 | $85,000 | 0.00% | 0.03% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 4,762 | $74,430 | -23.65% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 4,487 | $70,132 | -8.07% | 0.03% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 4,372 | $68,334 | -0.61% | 0.03% |
| CREDIT AGRICOLE S A | 11/14/2024 | 4,000 | $62,520 | 0.00% | 0.02% |
| UBS GROUP AG | 11/14/2024 | 3,861 | $60,347 | 52.25% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 3,756 | $58,704 | -1.65% | 0.02% |
| STRS OHIO | 11/01/2024 | 1,700 | $26,571 | 0.00% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1,200 | $18,756 | 100.00% | 0.01% |
| FMR LLC | 11/13/2024 | 1,156 | $18,068 | -2.12% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1,094 | $17,000 | -13.79% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 1,057 | $16,521 | -44.43% | 0.01% |
NexPoint Real Estate Finance, Inc.institutional Ownership - FAQ's
During the previous two years, 69 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 Funding, Inc. /DE: 662,441
VANGUARD GROUP INC: 434,372
RAYMOND JAMES & ASSOCIATES: 298,986
GEODE CAPITAL MANAGEMENT, LLC: 191,881
KENNEDY CAPITAL MANAGEMENT LLC: 158,234
67.31% of NexPoint Real Estate Finance, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 12.44 M shares in the last 24 months. This purchase volume represents approximately $189.12 M in transactions.