Nexpoint Real Estate Finance (NREF) — Who Owns This Stock? 13F Breakdown (Q2 2026)

NREF ranks #5066 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

NREF is a top-conviction position for Nexpoint Asset Management, L.p. — at 9.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Independent Financial Group, LLC has added to its NREF position for two straight quarters, increasing it by $1.0M to reach $4.4M today.

Wedbush Securities Inc has trimmed its NREF position for two straight quarters, cutting it by $956.1K while still holding $932.0.

NREF is up 1.6% today, and institutions have been net buyers of $3.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

NREF closed its latest fiscal year with net income of $123.1M, and currently trades at a P/E of 6.0.

• Profitable — net income of $123.1M in the latest fiscal year
• Revenue declined 11.8% year over year
• Net income improved year over year, from $36.0M to $123.1M
• Generated $22.9M in positive operating cash flow
• Liabilities run 11.57x equity — a highly leveraged balance sheet worth noting