Cambridge Investment Research Advisors
NREF

Cambridge Investment Research Advisors’s NexPoint Real Estate Finance NREF Stock Holding History

Cambridge Investment Research 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
2025
Q3 		– Sell
-37,938
Closed -$523K – 3812
2025
Q2 		$523K Sell
37,938
-43,856
-54% -$628K ﹤0.01% 2512
2025
Q1 		$1.25M Sell
81,794
-40,965
-33% -$641K ﹤0.01% 1680
2024
Q4 		$1.93M Sell
122,759
-804
-0.7% -$12.9K 0.01% 1382
2024
Q3 		$1.93M Buy
123,563
+2,922
+2% +$43.9K 0.01% 1374
2024
Q2 		$1.66M Buy
120,641
+2,402
+2% +$32.5K 0.01% 1423
2024
Q1 		$1.7M Buy
118,239
+51,966
+78% +$759K 0.01% 1375
2023
Q4 		$1.04M Buy
66,273
+12,006
+22% +$186K ﹤0.01% 1627
2023
Q3 		$888K Sell
54,267
-59
-0.1% -$977 ﹤0.01% 1652
2023
Q2 		$847K Buy
54,326
+6,634
+14% +$95K ﹤0.01% 1720
2023
Q1 		$747K Buy
47,692
+384
+0.8% +$6.74K ﹤0.01% 1775
2022
Q4 		$752K Buy
47,308
+6,060
+15% +$104K ﹤0.01% 1712
2022
Q3 		$618K Buy
41,248
+2,748
+7% +$56.4K ﹤0.01% 1799
2022
Q2 		$780K Buy
38,500
+4,228
+12% +$96.9K ﹤0.01% 1650
2022
Q1 		$775K Buy
34,272
+5,379
+19% +$112K ﹤0.01% 1769
2021
Q4 		$556K Buy
28,893
+5,333
+23% +$110K ﹤0.01% 2025
2021
Q3 		$459K Sell
23,560
-164
-0.7% -$3.39K ﹤0.01% 2111
2021
Q2 		$496K Buy
23,724
+7,801
+49% +$160K ﹤0.01% 2071
2021
Q1 		$296K Buy
15,923
+2,966
+23% +$53K ﹤0.01% 2297
2020
Q4 		$214K Buy
12,957
+1,957
+18% +$30.6K ﹤0.01% 2425
2020
Q3 		$161K Sell
11,000
-1,500
-12% -$22.9K ﹤0.01% 2302
2020
Q2 		$209K Buy
+12,500
New +$166K ﹤0.01% 2146

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

Cambridge Investment Research Advisors's NREF Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of NexPoint Real Estate Finance (NREF) in Q3 2025, closing a stake of 37,938 shares — an estimated $523K sold.

Cambridge Investment Research Advisors first reported a position in NREF in Q2 2020 and held it in 21 quarters. The position peaked at $1.93M in Q3 2024. 76 funds tracked by Wall St. Rank hold NREF as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining NexPoint Real Estate Finance position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 37,938 NexPoint Real Estate Finance shares in Q3 2025, an estimated $523K.
  • Cambridge Investment Research Advisors first reported a position in NexPoint Real Estate Finance in Q2 2020 and held it in 21 quarters.
  • Cambridge Investment Research Advisors's NexPoint Real Estate Finance position peaked at $1.93M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.