1776 Wealth’s NexPoint Real Estate Finance NREF Stock Holding History

1776 Wealth’s Portfolio NREF Stock Details NREF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$975K	Hold	72,399	–	–	0.38%	47
2025 Q4	$1.02M	Sell	72,399 -59	-0.1%	-$824	0.38%	45
2025 Q3	$1.03M	Buy	72,458 +3,304	+5%	+$47.6K	0.4%	46
2025 Q2	$954K	Buy	69,154 +7,215	+12%	+$103K	0.39%	48
2025 Q1	$947K	Buy	61,939 +1,000	+2%	+$15.7K	0.44%	44
2024 Q4	$956K	Buy	60,939 +3,278	+6%	+$52.5K	0.44%	44
2024 Q3	$901K	Buy	57,661 +3,084	+6%	+$46.3K	0.4%	45
2024 Q2	$749K	Buy	+54,577	New	+$738K	0.34%	55
2023 Q1	–	Sell	-41,258	Closed	-$656K	–	128
2022 Q4	$656K	Buy	+41,258	New	+$711K	0.47%	41
2022 Q3	–	Sell	-30,237	Closed	-$613K	–	114
2022 Q2	$613K	Sell	30,237 -927	-3%	-$21.2K	0.43%	40
2022 Q1	$704K	Buy	+31,164	New	+$650K	0.41%	40

Other funds holding NREF

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

1776 Wealth's NREF Position: Q1 2026 in Review

1776 Wealth held its NexPoint Real Estate Finance (NREF) position steady in Q1 2026 at 72,399 shares worth $975K. The position accounts for 0.38% of the portfolio, ranked #47.

1776 Wealth first reported a position in NREF in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.03M in Q3 2025. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

1776 Wealth held 72,399 shares of NexPoint Real Estate Finance worth $975K as of Q1 2026.
1776 Wealth left its NexPoint Real Estate Finance share count unchanged in Q1 2026.
NexPoint Real Estate Finance made up 0.38% of 1776 Wealth's portfolio in Q1 2026, its #47 holding.
1776 Wealth first reported a position in NexPoint Real Estate Finance in Q1 2022 and has held it in 11 quarters since.
1776 Wealth's NexPoint Real Estate Finance position peaked at $1.03M in Q3 2025.
86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.