AWS
NREF

Atria Wealth Solutions’s NexPoint Real Estate Finance NREF Stock Holding History

Atria Wealth Solutions’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
Q2 		$161K Sell
11,674
-62
-0.5% -$888 ﹤0.01% 1408
2025
Q1 		$179K Sell
11,736
-345
-3% -$5.4K ﹤0.01% 1742
2024
Q4 		$190K Sell
12,081
-364
-3% -$5.83K ﹤0.01% 1846
2024
Q3 		$195K Sell
12,445
-1,003
-7% -$15.1K ﹤0.01% 1802
2024
Q2 		$185K Sell
13,448
-1,260
-9% -$17K ﹤0.01% 1799
2024
Q1 		$211K Sell
14,708
-2,059
-12% -$30.1K ﹤0.01% 1794
2023
Q4 		$264K Sell
16,767
-5,376
-24% -$83.3K ﹤0.01% 1589
2023
Q3 		$362K Buy
22,143
+5,532
+33% +$91.6K 0.01% 1295
2023
Q2 		$259K Buy
16,611
+1,249
+8% +$17.9K ﹤0.01% 1526
2023
Q1 		$241K Buy
+15,362
New +$270K ﹤0.01% 1554

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Atria Wealth Solutions's NREF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its NexPoint Real Estate Finance (NREF) stake by 0.53% in Q2 2025, selling an estimated $888 and leaving 11,674 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Atria Wealth Solutions first reported a position in NREF in Q1 2023 and has held it in 10 quarters since. The position peaked at $362K in Q3 2023. 76 funds tracked by Wall St. Rank hold NREF as of Q2 2025.

  • Atria Wealth Solutions held 11,674 shares of NexPoint Real Estate Finance worth $161K as of Q2 2025.
  • Atria Wealth Solutions sold 62 NexPoint Real Estate Finance shares in Q2 2025, an estimated $888.
  • NexPoint Real Estate Finance made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1408 holding.
  • Atria Wealth Solutions first reported a position in NexPoint Real Estate Finance in Q1 2023 and has held it in 10 quarters since.
  • Atria Wealth Solutions's NexPoint Real Estate Finance position peaked at $362K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.