NREF NexPoint Real Estate Finance, Inc.
NexPoint Real Estate Finance, Inc. (NREF) Institutional Ownership
What the institutions did with NREF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 281.3K | 65.1% |
| WEDBUSH SECURITIES INC | 56.5K | 13.1% |
| Morey & Quinn Wealth Partners, LLC | 36.6K | 8.5% |
| Oak Grove Capital LLC | 27.0K | 6.2% |
| OPPENHEIMER & CO INC | 17.4K | 4.0% |
| Daytona Street Capital LLC | 7.0K | 1.6% |
| STRS OHIO | 2.3K | 0.5% |
| Next Level Wealth Planning, LLC | 1.7K | 0.4% |
| GAMMA Investing LLC | 1.1K | 0.3% |
| CITIGROUP INC | 820 | 0.2% |
| HARBOR CAPITAL ADVISORS, INC. | 222 | 0.1% |
| Sterling Capital Management LLC | 160 | 0.0% |
| Covestor Ltd | 126 | 0.0% |
| EverSource Wealth Advisors, LLC | 124 | 0.0% |
| SJS Investment Consulting Inc. | 35 | 0.0% |
| Farther Finance Advisors, LLC | 34 | 0.0% |
| Essential Partners LLC | 17 | 0.0% |
| Root Financial Partners, LLC | 6 | 0.0% |
| IFP Advisors, Inc | 5 | 0.0% |
| True Wealth Design, LLC | 4 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WEDBUSH SECURITIES INC | Reduced | 60.1K | 56.5K | -3.7K |
| CITIGROUP INC | Reduced | 3.7K | 820 | -2.9K |
| Next Level Wealth Planning, LLC | New | 0 | 1.7K | +1.7K |
| NISA INVESTMENT ADVISORS, LLC | Sold Out | 1.0K | 0 | -1.0K |
| GAMMA Investing LLC | Increased | 242 | 1.1K | +891 |
| STRS OHIO | Increased | 1.7K | 2.3K | +600 |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 281.0K | 281.3K | +255 |
| MassMutual Private Wealth & Trust, FSB | Sold Out | 64 | 0 | -64 |
| Sterling Capital Management LLC | Increased | 125 | 160 | +35 |
| SJS Investment Consulting Inc. | New | 0 | 35 | +35 |
| Farther Finance Advisors, LLC | Increased | 4 | 34 | +30 |
| Covestor Ltd | Reduced | 137 | 126 | -11 |
| Root Financial Partners, LLC | New | 0 | 6 | +6 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 228 | 222 | -6 |
| IFP Advisors, Inc | Reduced | 7 | 5 | -2 |
| EverSource Wealth Advisors, LLC | Reduced | 125 | 124 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.