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Nexpoint Real Estate Finance (NREF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Independent Financial Group, LLC
INCREASED
Shares281,265 from 281,010
Change+255 (+0%)
Value$4.4M (+$9.6K)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares97,282 from 104,618
Change-7,336 (-7%)
Value$1.5M (-$111.8K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares56,452 from 60,117
Change-3,665 (-6%)
Value$876 (-$931.1K)
Filed 2026-10-22
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares36,562 from 36,562
Change0 (0%)
Value$567.4K (+$731)
Filed 2026-10-28
Oak Grove Capital LLC
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$419.0K (+$540)
Filed 2026-10-09
Bank of New York Mellon Corp
INCREASED
Shares20,860 from 17,489
Change+3,371 (+19%)
Value$323.8K (+$52.7K)
Filed 2026-11-05
Oppenheimer & Co Inc
UNCHANGED
Shares17,357 from 17,357
Change0 (0%)
Value$269.4K (+$347)
Filed 2026-10-26
Daytona Street Capital LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$109.8K (-$2.7K)
Filed 2026-10-15
Strs Ohio
INCREASED
Shares2,300 from 1,700
Change+600 (+35%)
Value$35.7K (+$9.3K)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares1,662
Change+1,662
Value$25.8K
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares1,133 from 242
Change+891 (+368%)
Value$17.6K (+$13.8K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares820 from 3,748
Change-2,928 (-78%)
Value$12.7K (-$45.4K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares309
Change+309
Value$4.8K
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares222 from 228
Change-6 (-3%)
Value$3 (-$1)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares160 from 125
Change+35 (+28%)
Value$2.5K (+$545)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares126 from 137
Change-11 (-8%)
Value$2 ($0)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares124 from 125
Change-1 (-1%)
Value$1.9K (-$14)
Filed 2026-11-04
SJS Investment Consulting Inc.
NEW
Shares35
Change+35
Value$544
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares34 from 4
Change+30 (+750%)
Value$528 (+$466)
Filed 2026-10-08
Essential Partners LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$264 ($0)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares6
Change+6
Value$93
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$78 (-$30)
Filed 2026-10-16
True Wealth Design, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$63 (+$1)
Filed 2026-10-13
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 1,037
Change-1,037 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$992)
Filed 2026-10-05
Nexpoint Asset Management, L.P.
N/A
Shares— from 9,439,635
Change-9,439,635 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 624,275
Change-624,275 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 346,323
Change-346,323 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 292,853
Change-292,853 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 195,067
Change-195,067 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 182,678
Change-182,678 (-100%)
Value—
State Street Corp
N/A
Shares— from 173,362
Change-173,362 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 155,328
Change-155,328 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 110,587
Change-110,587 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 80,732
Change-80,732 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 72,399
Change-72,399 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 57,141
Change-57,141 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 51,585
Change-51,585 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 50,332
Change-50,332 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 48,334
Change-48,334 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 41,722
Change-41,722 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 41,174
Change-41,174 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 33,387
Change-33,387 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 32,413
Change-32,413 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 32,075
Change-32,075 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 25,950
Change-25,950 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 23,620
Change-23,620 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,445
Change-23,445 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 20,819
Change-20,819 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 15,440
Change-15,440 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,880
Change-14,880 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,716
Change-12,716 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 12,218
Change-12,218 (-100%)
Value—
Barclays PLC
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,694
Change-10,694 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,141
Change-10,141 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,088
Change-10,088 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10,073
Change-10,073 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 819
Change-819 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 717
Change-717 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 588
Change-588 (-100%)
Value—
FMR LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 198
Change-198 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 94
Change-94 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 9
Change-9 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Independent Financial Group, LLC
INCREASED281,265281,010+255+0%$4.4M$4.4M+$9.6K2026-10-13
Ritholtz Wealth Management
DECREASED97,282104,618-7,336-7%$1.6M$1.5M-$111.8K2026-11-05
Wedbush Securities Inc
DECREASED56,45260,117-3,665-6%$932.0K$876-$931.1K2026-10-22
Morey & Quinn Wealth Partners, LLC
UNCHANGED36,56236,56200%$566.7K$567.4K+$7312026-10-28
Oak Grove Capital LLC
UNCHANGED27,00027,00000%$418.5K$419.0K+$5402026-10-09
Bank of New York Mellon Corp
INCREASED20,86017,489+3,371+19%$271.1K$323.8K+$52.7K2026-11-05
Oppenheimer & Co Inc
UNCHANGED17,35717,35700%$269.0K$269.4K+$3472026-10-26
Daytona Street Capital LLC
UNCHANGED7,0007,00000%$112.4K$109.8K-$2.7K2026-10-15
Strs Ohio
INCREASED2,3001,700+600+35%$26.4K$35.7K+$9.3K2026-10-30
Next Level Wealth Planning, LLC
NEW1,662—+1,662——$25.8K—2026-10-29
Gamma Investing LLC
INCREASED1,133242+891+368%$3.8K$17.6K+$13.8K2026-10-08
Citigroup Inc
DECREASED8203,748-2,928-78%$58.1K$12.7K-$45.4K2026-11-04
Jacobi Capital Management LLC
NEW309—+309——$4.8K—2026-11-05
Harbor Capital Advisors, Inc.
DECREASED222228-6-3%$4$3-$12026-10-22
Sterling Capital Management LLC
INCREASED160125+35+28%$1.9K$2.5K+$5452026-10-22
Covestor Ltd
DECREASED126137-11-8%$2$2$02026-10-30
EverSource Wealth Advisors, LLC
DECREASED124125-1-1%$1.9K$1.9K-$142026-11-04
SJS Investment Consulting Inc.
NEW35—+35——$544—2026-10-26
Farther Finance Advisors, LLC
INCREASED344+30+750%$62$528+$4662026-10-08
Essential Partners LLC
UNCHANGED171700%$264$264$02026-10-14
Root Financial Partners, LLC
NEW6—+6——$93—2026-10-21
IFP Advisors, Inc
DECREASED57-2-29%$108$78-$302026-10-16
True Wealth Design, LLC
UNCHANGED4400%$62$63+$12026-10-13
Nisa Investment Advisors, LLC
CLOSED01,037-1,037-100%$16.1K$0-$16.1K2026-10-20
MassMutual Private Wealth & Trust, FSB
CLOSED064-64-100%$992$0-$9922026-10-05
Nexpoint Asset Management, L.P.
N/A—9,439,635-9,439,635-100%$146.3M———
BlackRock, Inc.
N/A—624,275-624,275-100%$9.7M———
Vanguard Capital Management LLC
N/A—346,323-346,323-100%$5.4M———
Raymond James Financial Inc
N/A—292,853-292,853-100%$4.5M———
Morgan Stanley
N/A—195,067-195,067-100%$3.0M———
Geode Capital Management, LLC
N/A—182,678-182,678-100%$2.8M———
State Street Corp
N/A—173,362-173,362-100%$2.7M———
O'shaughnessy Asset Management, LLC
N/A—155,328-155,328-100%$2.4M———
Copley Financial Group, Inc.
N/A—110,587-110,587-100%$1.7M———
Penserra Capital Management LLC
N/A—80,732-80,732-100%$1.3M———
1776 Wealth LLC
N/A—72,399-72,399-100%$1.1M———
Northern Trust Corp
N/A—57,141-57,141-100%$885.7K———
Goldman Sachs Group Inc
N/A—51,585-51,585-100%$799.6K———
LPL Financial LLC
N/A—50,332-50,332-100%$780.2K———
Vanguard Portfolio Management LLC
N/A—48,334-48,334-100%$749.2K———
Cetera Investment Advisers
N/A—41,722-41,722-100%$646.7K———
Vanguard Fiduciary Trust Co
N/A—41,174-41,174-100%$638.2K———
Jacobs Levy Equity Management, Inc
N/A—33,387-33,387-100%$517.5K———
HighTower Advisors, LLC
N/A—32,413-32,413-100%$502.4K———
Russell Investments Group, Ltd.
N/A—32,075-32,075-100%$497.2K———
Concorde Asset Management, LLC
N/A—25,950-25,950-100%$402.2K———
Charles Schwab Investment Management Inc
N/A—23,620-23,620-100%$366.1K———
Bank of America Corp
N/A—23,445-23,445-100%$363.4K———
Navis Wealth Advisors, LLC
N/A—20,819-20,819-100%$322.7K———
Bridgeway Capital Management, LLC
N/A—18,400-18,400-100%$285.2K———
Alliancebernstein L.P.
N/A—15,440-15,440-100%$208.0K———
Osaic Holdings, Inc.
N/A—14,880-14,880-100%$230.6K———
Nuveen, LLC
N/A—12,716-12,716-100%$197.1K———
Callan Family Office, LLC
N/A—12,218-12,218-100%$189.4K———
Barclays PLC
N/A—11,989-11,989-100%$185.8K———
Invesco Ltd.
N/A—10,694-10,694-100%$165.8K———
Ameriprise Financial Inc
N/A—10,141-10,141-100%$157.2K———
AQR Capital Management LLC
N/A—10,088-10,088-100%$156.4K———
Rhumbline Advisers
N/A—10,073-10,073-100%$156.1K———
UBS Group AG
N/A—8,059-8,059-100%$124.9K———
Deutsche Bank Ag\
N/A—7,001-7,001-100%$108.5K———
Wells Fargo & Company
N/A—6,759-6,759-100%$104.8K———
Public Employees Retirement System of Ohio
N/A—5,820-5,820-100%$90.2K———
New York State Common Retirement Fund
N/A—5,468-5,468-100%$84.8K———
BNP Paribas Financial Markets
N/A—4,862-4,862-100%$75.4K———
BFC Planning, Inc.
N/A—3,567-3,567-100%$55.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,305-3,305-100%$51.2K———
Vanguard Global Advisers, LLC
N/A—3,291-3,291-100%$51.0K———
JPMorgan Chase & Co
N/A—3,169-3,169-100%$49.4K———
UBS Asset Management Americas LLC
N/A—1,885-1,885-100%$29.2K———
Police & Firemen's Retirement System of New Jersey
N/A—1,846-1,846-100%$28.6K———
Royal Bank of Canada
N/A—1,591-1,591-100%$25.0K———
Tower Research Capital LLC (TRC)
N/A—819-819-100%$12.7K———
Legal & General Group Plc
N/A—717-717-100%$11.1K———
Ameritas Investment Partners, Inc.
N/A—588-588-100%$9.1K———
FMR LLC
N/A—478-478-100%$7.4K———
Jones Financial Companies Lllp
N/A—300-300-100%$4.6K———
Arax Advisory Partners
N/A—198-198-100%$3.1K———
California State Teachers Retirement System
N/A—94-94-100%$1.5K———
PNC Financial Services Group, Inc.
N/A—40-40-100%$620———
Allworth Financial LP
N/A—9-9-100%$140———
Rothschild Investment LLC
N/A—4-4-100%$62———
Showing 82 of 82 institutions