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Nexpoint Real Estate Finance (NREF)

CUSIP: 65342V101 | NYSE | Real Estate · REIT - Mortgage | Small Cap | 197 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Independent Financial Group, LLC281,265
0.1% of portfolio›$4.4M
Wedbush Securities Inc56,452
0.0% of portfolio›$876
Morey & Quinn Wealth Partners, LLC36,562
0.4% of portfolio›$567.4K
Oak Grove Capital LLC27,000
0.0% of portfolio›$419.0K
Oppenheimer & Co Inc17,357
0.0% of portfolio›$269.4K
Daytona Street Capital LLC7,000
0.1% of portfolio›$109.8K
Strs Ohio2,300
0.0% of portfolio›$35.7K
Next Level Wealth Planning, LLC1,662
0.0% of portfolio›$25.8K
Gamma Investing LLC1,133
0.0% of portfolio›$17.6K
Citigroup Inc820
0.0% of portfolio›$12.7K
Harbor Capital Advisors, Inc.222
0.0% of portfolio›$3
Sterling Capital Management LLC160
0.0% of portfolio›$2.5K
Covestor Ltd126
0.0% of portfolio›$2
EverSource Wealth Advisors, LLC124
0.0% of portfolio›$1.9K
SJS Investment Consulting Inc.35
0.0% of portfolio›$544
Farther Finance Advisors, LLC34
0.0% of portfolio›$528
Essential Partners LLC17
0.0% of portfolio›$264
Root Financial Partners, LLC6
0.0% of portfolio›$93
IFP Advisors, Inc5
0.0% of portfolio›$78
True Wealth Design, LLC4
0.0% of portfolio›$63
StyleTurnoverLocationFiled
Independent Financial Group, LLC
281,265$4.4M0.1%GrowthLowSan Diego, CA2026-10-13
Wedbush Securities Inc
56,452$8760.0%CoreLowPasadena, CA2026-10-22
Morey & Quinn Wealth Partners, LLC
36,562$567.4K0.4%CoreVery LowOmaha, NE2026-10-28
Oak Grove Capital LLC
27,000$419.0K0.0%Agg GrowthLowHolderness, NH2026-10-09
Oppenheimer & Co Inc
17,357$269.4K0.0%CoreLowNew York, NY2026-10-26
Daytona Street Capital LLC
7,000$109.8K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Strs Ohio
2,300$35.7K0.0%CoreMediumColumbus, OH2026-10-30
Next Level Wealth Planning, LLC
1,662$25.8K0.0%ETFVery LowMeridian, ID2026-10-29
Gamma Investing LLC
1,133$17.6K0.0%IndexVery LowFoster City, CA2026-10-08
Citigroup Inc
820$12.7K0.0%CoreMediumNew York, NY2026-11-04
Harbor Capital Advisors, Inc.
222$30.0%ValueHighChicago, IL2026-10-22
Sterling Capital Management LLC
160$2.5K0.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
126$20.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
124$1.9K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
35$5440.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
34$5280.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
17$2640.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
6$930.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
5$780.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
4$630.0%ETFMediumAkron, OH2026-10-13