NREF at a glance
NexPoint Real Estate Finance, Inc. (NREF, SEC CIK 1786248) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as April 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2023 (FY2023), NexPoint Real Estate Finance, Inc. (NREF) reported revenue of $68.4 million and net income of $10.4 million. Diluted EPS was $0.60.
- As of June 30, 2026, 18 institutional investment managers tracked by SignalX reported holding NexPoint Real Estate Finance, Inc. (NREF) shares worth $29.1 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2023
- $68.4M
- 10-K XBRL
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 18 funds
- $29.1M · −1 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net interest income $16.5M, up 37.0% YoY from $12.1M
- Net income attributable to common stockholders $5.4M, down 55.8% from $12.3M
- Best-performing revenue category: net interest income, up $4.5M; other income fell $8.7M to $10.8M
- New investments totaled $104.6M, versus $92.6M of redemptions and sales generating $2.4M net gains
- Common dividends held at $0.5000 per share; preferred stock allocations increased, including $9.0M to Series B holders
Risk Factors
- No material changes to risk factors disclosed in the March 31, 2026 Form 10-K
- Carried-forward risks remain the filing’s principal disclosed risk exposures
- New credit agreement dated May 7, 2026 with VineBrook Homes Trust
- New Mizuho loan and security agreement dated April 29, 2026
AI summary of the NREF 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Facility borrowing capacity increased from $375.0 million to $450.0 million, supporting additional funding against pledged investment assets
- $412.2 million outstanding as of August 17, 2026, leaving $37.8 million of stated capacity
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, released August 6, 2026
- Detailed financial results and management presentation furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 net income $5.4M, or $0.29 diluted share, down from $12.3M in Q2 2025
- CAD $13.9M, or $0.58 per diluted share, up from $10.6M and $0.46 year over year
Item 5.07: Submission of Matters to a Vote of Security Holders
- All five proposals approved at June 2, 2026 annual meeting, with 18,686,983 common shares entitled to vote
- Seven directors elected through 2027 annual meeting, including Catherine Wood with 12,424,981 votes for and 686,536 withheld
AI summaries of NREF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NREF
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- Fund moves. Which tracked funds opened, added or cut NREF, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| DONDERO JAMES D | M | Apr 4, 2026 | 33,284 | - |
| Sauter Dennis Charles Jr | M | Apr 4, 2026 | 3,238 | - |
| McGraner Matt | M | Apr 4, 2026 | 32,010 | - |
| DONDERO JAMES D | M | Apr 4, 2026 | 33,284 | - |
| Richards Paul | M | Apr 4, 2026 | 6,894 | - |
| Richards Paul | M | Apr 4, 2026 | 6,894 | - |
| Richards Paul | F | Apr 4, 2026 | 4,044 | $13.36 |
| McGraner Matt | F | Apr 4, 2026 | 18,776 | $13.36 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $68.4M | - | - | |
| Net Income | $10.4M | $17.7M | $75.7M | |
| Net Margin | 15.2% | - | - | |
| Balance Sheet | ||||
| Total Assets | $7.0B | $5.4B | $5.3B | |
| Equity | $347.4M | $336.5M | $388.0M | |
| ROE | 3.0% | 5.3% | 19.5% | |
| Per Share | ||||
| EPS | $0.60 | $1.02 | $2.85 | |
| Cash Flow | ||||
| Operating CF | $31.6M | $29.3M | $22.9M | |
Source: XBRL data in NexPoint Real Estate Finance, Inc. (NREF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NREF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 18 | $29.1M |
| Q1 2026 | 19 | $25.8M |
| Q4 2025 | 17 | $28.7M |
| Q3 2025 | 16 | $29.3M |
| Q2 2025 | 16 | $27.9M |
| Q1 2025 | 15 | $21.4M |
| Q4 2024 | 12 | $20.2M |
| Q3 2024 | 9 | $7.1M |
- Vanguard Capital Management LLC+36.8K (+12%)
- BlackRock+30.3K (+5%)
- Vanguard Portfolio Management LLC+9.6K (+25%)
- Northern Trust+7.3K (+15%)
- Wells Fargo & Co+3.5K (+109%)
- Goldman Sachs Group−20.0K (-28%)
- Raymond James Financial−6.1K (-2%)
- Bank of America Corp−3.4K (-13%)
- State Street Corp−2.2K (-1%)
- Invesco Ltd−720 (-6%)
- AQR Capital Management+10.1K
- Millennium Management−102.2K
- Two Sigma Investments−12.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 122 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NREF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 10-Q | May 15, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 13, 2026 | - | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 8-K | Apr 3, 2026 | - | Analysis | - |
| 10-K | Mar 31, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 4 | Feb 24, 2026 | - | - | - |
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NREF SEC filings: frequently asked questions
Which institutions hold NREF stock?
As of June 30, 2026, the largest NexPoint Real Estate Finance, Inc. (NREF) holders among the 13F filers tracked by SignalX were BlackRock ($9.7 million), Vanguard Capital Management LLC ($5.4 million), Raymond James Financial ($4.5 million), Morgan Stanley ($3.0 million), State Street Corp ($2.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NREF's revenue in fiscal year 2023?
For the fiscal year ended December 31, 2023 (FY2023), NexPoint Real Estate Finance, Inc. (NREF) reported revenue of $68.4 million and net income of $10.4 million. Diluted EPS was $0.60. The figures come from the XBRL data in the 10-K.
What did NREF report in its latest 8-K?
NexPoint Real Estate Finance, Inc. (NREF) filed an 8-K on August 20, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Facility borrowing capacity increased from $375.0 million to $450.0 million, supporting additional funding against pledged investment assets.
What are the latest NREF SEC filings?
NexPoint Real Estate Finance, Inc. (NREF) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on April 6, 2026.
What is NREF's SEC CIK number?
NexPoint Real Estate Finance, Inc. (NREF)'s SEC Central Index Key (CIK) is 1786248. EDGAR lists every NREF filing under that number.
Ask anything about NREF
The research agent reads NREF's filings, financials, insider trades and 13F holders, then answers with sources.