CFO
NREF

Callan Family Office’s NexPoint Real Estate Finance NREF Stock Holding History

Callan Family Office’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 		$189K Hold
12,218
– – ﹤0.01% 1161
2026
Q1 		$165K Buy
+12,218
New +$175K ﹤0.01% 1076

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Raymond James Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Callan Family Office's NREF Position: Q2 2026 in Review

Callan Family Office held its NexPoint Real Estate Finance (NREF) position steady in Q2 2026 at 12,218 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Callan Family Office first reported a position in NREF in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • Callan Family Office held 12,218 shares of NexPoint Real Estate Finance worth $189K as of Q2 2026.
  • Callan Family Office left its NexPoint Real Estate Finance share count unchanged in Q2 2026.
  • NexPoint Real Estate Finance made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1161 holding.
  • Callan Family Office first reported a position in NexPoint Real Estate Finance in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.