Cetera Investment Advisers
NREF

Cetera Investment Advisers’s NexPoint Real Estate Finance NREF Stock Holding History

Cetera Investment Advisers’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 		$647K Buy
41,722
+5,166
+14% +$76.8K ﹤0.01% 3454
2026
Q1 		$492K Buy
36,556
+16,602
+83% +$238K ﹤0.01% 3528
2025
Q4 		$281K Buy
+19,954
New +$279K ﹤0.01% 3956

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

Cetera Investment Advisers's NREF Position: Q2 2026 in Review

Cetera Investment Advisers increased its NexPoint Real Estate Finance (NREF) stake by 14% in Q2 2026, buying an estimated $76.8K and bringing the position to 41,722 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #3454.

Cetera Investment Advisers first reported a position in NREF in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • Cetera Investment Advisers held 41,722 shares of NexPoint Real Estate Finance worth $647K as of Q2 2026.
  • Cetera Investment Advisers bought 5,166 NexPoint Real Estate Finance shares in Q2 2026, an estimated $76.8K.
  • NexPoint Real Estate Finance made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3454 holding.
  • Cetera Investment Advisers first reported a position in NexPoint Real Estate Finance in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.