AAS
NREF

Ameritas Advisory Services’s NexPoint Real Estate Finance NREF Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-600
Closed -$8.27K – 2645
2025
Q2 		$8.27K Buy
+600
New +$8.6K ﹤0.01% 2091

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Ameritas Advisory Services's NREF Position: Q3 2025 in Review

Ameritas Advisory Services sold out of NexPoint Real Estate Finance (NREF) in Q3 2025, closing a stake of 600 shares — an estimated $8.27K sold.

Ameritas Advisory Services first reported a position in NREF in Q2 2025 and held it in 1 quarter. The position peaked at $8.27K in Q2 2025. 76 funds tracked by Wall St. Rank hold NREF as of Q3 2025.

  • Ameritas Advisory Services reported no remaining NexPoint Real Estate Finance position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 600 NexPoint Real Estate Finance shares in Q3 2025, an estimated $8.27K.
  • Ameritas Advisory Services first reported a position in NexPoint Real Estate Finance in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's NexPoint Real Estate Finance position peaked at $8.27K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.