Arax Advisory Partners’s NexPoint Real Estate Finance NREF Stock Holding History

Arax Advisory Partners’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 Q2	$3.07K	Buy	+198	New	+$2.94K	﹤0.01%	4711
2026 Q1	–	Sell	-1	Closed	-$14	–	4164
2025 Q4	$14	Sell	1 -124	-99%	-$1.73K	﹤0.01%	4046
2025 Q3	$1.77K	Buy	+125	New	+$1.8K	﹤0.01%	3142
2024 Q4	–	Sell	-52	Closed	-$813	–	2639
2024 Q3	$813	Hold	52	–	–	﹤0.01%	2317
2024 Q2	$714	Buy	+52	New	+$703	﹤0.01%	2264

Other funds holding NREF

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return

Arax Advisory Partners's NREF Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in NexPoint Real Estate Finance (NREF) in Q2 2026: 198 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #4711 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in NREF as recently as Q4 2025.

Arax Advisory Partners first reported a position in NREF in Q2 2024 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

Arax Advisory Partners held 198 shares of NexPoint Real Estate Finance worth $3.07K as of Q2 2026.
NexPoint Real Estate Finance was a new Arax Advisory Partners position in Q2 2026.
NexPoint Real Estate Finance made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4711 holding.
Arax Advisory Partners first reported a position in NexPoint Real Estate Finance in Q2 2024 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.