CPG
NREF

Cornerstone Planning Group’s NexPoint Real Estate Finance NREF Stock Holding History

Cornerstone Planning Group’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
2024
Q2 		– Sell
-39
Closed -$516 – 1317
2024
Q1 		$516 Buy
+39
New +$570 ﹤0.01% 933

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cornerstone Planning Group's NREF Position: Q2 2024 in Review

Cornerstone Planning Group sold out of NexPoint Real Estate Finance (NREF) in Q2 2024, closing a stake of 39 shares — an estimated $516 sold.

Cornerstone Planning Group first reported a position in NREF in Q1 2024 and held it in 1 quarter. The position peaked at $516 in Q1 2024. 65 funds tracked by Wall St. Rank hold NREF as of Q2 2024.

  • Cornerstone Planning Group reported no remaining NexPoint Real Estate Finance position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 39 NexPoint Real Estate Finance shares in Q2 2024, an estimated $516.
  • Cornerstone Planning Group first reported a position in NexPoint Real Estate Finance in Q1 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's NexPoint Real Estate Finance position peaked at $516 in Q1 2024.
  • 65 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.