BWA
NREF

BDO Wealth Advisors’s NexPoint Real Estate Finance NREF Stock Holding History

BDO Wealth Advisors’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
2020
Q4 		– Sell
-2,160
Closed -$32K – 969
2020
Q3 		$32K Buy
+2,160
New +$32.9K 0.01% 379

Other funds holding NREF

KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BDO Wealth Advisors's NREF Position: Q4 2020 in Review

BDO Wealth Advisors sold out of NexPoint Real Estate Finance (NREF) in Q4 2020, closing a stake of 2,160 shares — an estimated $32K sold.

BDO Wealth Advisors first reported a position in NREF in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 28 funds tracked by Wall St. Rank hold NREF as of Q4 2020.

  • BDO Wealth Advisors reported no remaining NexPoint Real Estate Finance position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,160 NexPoint Real Estate Finance shares in Q4 2020, an estimated $32K.
  • BDO Wealth Advisors first reported a position in NexPoint Real Estate Finance in Q3 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's NexPoint Real Estate Finance position peaked at $32K in Q3 2020.
  • 28 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.