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
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 $1.49B AUM 61.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.66T AUM 25.57% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Cetera Investment Advisers's NREF Position: Q1 2026 in Review

Cetera Investment Advisers increased its NexPoint Real Estate Finance (NREF) stake by 83% in Q1 2026, buying an estimated $238K and bringing the position to 36,556 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #3528.

Cetera Investment Advisers first reported a position in NREF in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

  • Cetera Investment Advisers held 36,556 shares of NexPoint Real Estate Finance worth $492K as of Q1 2026.
  • Cetera Investment Advisers bought 16,602 NexPoint Real Estate Finance shares in Q1 2026, an estimated $238K.
  • NexPoint Real Estate Finance made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3528 holding.
  • Cetera Investment Advisers first reported a position in NexPoint Real Estate Finance in Q4 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.