13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
NREF

NEXPOINT REAL ESTATE FIN INC

89 institutions still hold NEXPOINT REAL ESTATE FIN INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 65342V101·89 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.1%
vs prior quarter
13F value held
$166M
65.0% inst. owned
of float
Holders
89
+28 QoQ
filers reporting
Activity
+82 / −6
+953 added · −825 reduced
this quarter
Concentration
76.50%
NEXPOINT ASSET MANAGEMENT, L.P. #1
top holder share
AI Holders Summary · Q1 2026

89 institutions reported NREF in Q1 2026. NEXPOINT ASSET MANAGEMENT, L.P. leads at 76.5% of the visible book. +28 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NEXPOINT ASSET MANAGEMENT, L.P.
CIK 0001469877
$127M9.4M8.53%Q1 202602
BlackRock, Inc.
CIK 0002012383
$8M594K0.00%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$4M309K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M299K0.00%Q1 202605
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M277K0.08%Q1 202606
MORGAN STANLEY
CIK 0000895421
$3M192K0.00%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2M179K0.00%Q1 202608
STATE STREET CORP
CIK 0000093751
$2M176K0.00%Q1 202609
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$2M156K0.01%Q1 202610
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$2M113K0.03%Q1 202611
Copley Financial Group, Inc.
CIK 0002045258
$1M111K0.90%Q1 202612
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$1M102K0.00%Q1 202613
1776 Wealth LLC
CIK 0001803140
$975,21572K0.38%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$963,85972K0.00%Q1 202615
NORTHERN TRUST CORP
CIK 0000073124· Index
$670,73850K0.00%Q1 202616
LPL Financial LLC
CIK 0001403438
$613,07646K0.00%Q1 202617
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$545,85841K0.00%Q1 202618
Vanguard Portfolio Management
CIK 0002100121
$521,84139K0.00%Q1 202619
Morey & Quinn Wealth Partners, LLC
CIK 0002055521
$510,29838K0.36%Q1 202620
JACOBS LEVY EQUITY MANAGEMENT, INC
CIK 0000884414
$498,28237K0.00%Q1 2026
Page 1 of 5
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