NEXPOINT REAL ESTATE FIN INC (NREF) is held by 51 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling NREF?

In Q1 2026, 23 institutions opened or increased positions in NEXPOINT REAL ESTATE FIN INC while 23 reduced or exited — a balanced quarter.

What is the Smart Money Verdict on NREF?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for NEXPOINT REAL ESTATE FIN INC.

How many hedge funds hold NREF?

51 institutional investors report holding NEXPOINT REAL ESTATE FIN INC (NREF) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into NREF?

As of Q1 2026, tracked institutions in NEXPOINT REAL ESTATE FIN INC show 23 buyers versus 23 sellers — balanced flow.

NEXPOINT REAL ESTATE FIN INC

NREF·65342V101·US·REIT·Real Estate - REIT - Mortgage-Activist

Holders

Avg rating(15 Elite)

$34.8M

Total Value

50% (52)

Fund Consensus

23 buying - 23 selling

Smart Money Verdict

View all

Held by 51 funds

15 elite

Who's Trading

ActivistDJDONDERO JAMES D54.0%Jan 2, 2026

InsiderMBMitts BrianSell $173KDec 18, 2025

InsiderDDDONDERO JAMES DSell $946KSep 22, 2025

InsiderDDDONDERO JAMES DBuy $946KSep 22, 2025

InsiderRPRichards PaulBuy $12KApr 9, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	594,002(-5.0%)	$8M	0.0%	+20.48%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	309,476	$4.2M	0.0%	+10.89%	37
RAYMOND JAMES FINANCIAL INC	Decreased	298,952(-4.8%)	$4M	0.0%	+20.51%	0
MORGAN STANLEY	Decreased	191,748(-1.3%)	$2.6M	0.0%	+31.41%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	179,249(+2.9%)	$2.4M	0.0%	+36.93%	27
STATE STREET CORP	Increased	175,562(+2.8%)	$2.4M	0.0%	+31.00%	27
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	155,715(-1.3%)	$2.1M	0.0%	+16.40%	0
MILLENNIUM MANAGEMENT LLC	Increased	102,222(+17.3%)	$1.4M	0.0%	+27.99%	30
GOLDMAN SACHS GROUP INC	Decreased	71,556(-20.0%)	$963,859	0.0%	+18.52%	0
NORTHERN TRUST CORP	Decreased	49,795(-5.1%)	$670,738	0.0%	+31.02%	0
LPL Financial LLC	Increased	45,514(+2.2%)	$613,076	0.0%	+26.45%	25
VFVANGUARD FIDUCIARY TRUST CO	New	40,524	$545,858	0.0%	+10.89%	34
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	38,741	$521,841	0.0%	+10.89%	37
JACOBS LEVY EQUITY MANAGEMENT, INC	New	36,992	$498,282	0.0%	+10.89%	33
Cetera Investment Advisers	Increased	36,556(+83.2%)	$492,411	0.0%	+12.32%	37
HighTower Advisors, LLC	Increased	27,710(+12.3%)	$373,254	0.0%	+37.50%	27
BANK OF AMERICA CORP /DE/	Decreased	26,866(-6.8%)	$361,885	0.0%	+18.91%	0
Russell Investments Group, Ltd.	Increased	23,181(+3.9%)	$312,253	0.0%	+19.11%	24
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	20,171(-15.7%)	$271,703	0.0%	+28.58%	0
UBS Group AG	Increased	15,285(+1493.8%)	$205,888	0.0%	+11.51%	25