Amalgamated Bank’s NexPoint Real Estate Finance NREF Stock Holding History

Amalgamated Bank’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	–	Sell	-240	Closed	-$3K	–	2416
2025 Q4	$3K	Sell	240 -32	-12%	-$447	﹤0.01%	2867
2025 Q3	$4K	Hold	272	–	–	﹤0.01%	2850
2025 Q2	$4K	Hold	272	–	–	﹤0.01%	2859
2025 Q1	$4K	Hold	272	–	–	﹤0.01%	2732
2024 Q4	$4K	Hold	272	–	–	﹤0.01%	2797
2024 Q3	$4K	Hold	272	–	–	﹤0.01%	2832
2024 Q2	$4K	Hold	272	–	–	﹤0.01%	2870
2024 Q1	$4K	Sell	272 -470	-63%	-$6.87K	﹤0.01%	2786
2023 Q4	$12K	Sell	742 -81	-10%	-$1.26K	﹤0.01%	2832
2023 Q3	$13K	Hold	823	–	–	﹤0.01%	2844
2023 Q2	$13K	Hold	823	–	–	﹤0.01%	2911
2023 Q1	$13K	Sell	823 -170	-17%	-$2.98K	﹤0.01%	2767
2022 Q4	$16K	Hold	993	–	–	﹤0.01%	2800
2022 Q3	$15K	Hold	993	–	–	﹤0.01%	2880
2022 Q2	$20K	Buy	+993	New	+$22.8K	﹤0.01%	2856

Other funds holding NREF

NAM

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $6.7B AUM 32.7% 1-Year Est. Return

Amalgamated Bank's NREF Position: Q1 2026 in Review

Amalgamated Bank sold out of NexPoint Real Estate Finance (NREF) in Q1 2026, closing a stake of 240 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in NREF in Q2 2022 and held it in 15 quarters. The position peaked at $20K in Q2 2022. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

Amalgamated Bank reported no remaining NexPoint Real Estate Finance position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 240 NexPoint Real Estate Finance shares in Q1 2026, an estimated $3K.
Amalgamated Bank first reported a position in NexPoint Real Estate Finance in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's NexPoint Real Estate Finance position peaked at $20K in Q2 2022.
86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.