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Essential Partners’s NexPoint Real Estate Finance NREF Stock Holding History

Essential Partners’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
Q3 		$264 Hold
17
– – ﹤0.01% 2538
2026
Q2 		$264 Buy
17
+1
+6% +$15 ﹤0.01% 2595
2026
Q1 		$216 Buy
16
+8
+100% +$115 ﹤0.01% 2594
2025
Q4 		$113 Sell
8
-95
-92% -$1.33K ﹤0.01% 2530
2025
Q3 		$1.46K Buy
103
+98
+1,960% +$1.41K ﹤0.01% 1903
2025
Q2 		$69 Buy
+5
New +$72 ﹤0.01% 2114

Other funds holding NREF

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's NREF Position: Q3 2026 in Review

Essential Partners held its NexPoint Real Estate Finance (NREF) position steady in Q3 2026 at 17 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Essential Partners first reported a position in NREF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.46K in Q3 2025. 8 funds tracked by Wall St. Rank hold NREF as of Q3 2026.

  • Essential Partners held 17 shares of NexPoint Real Estate Finance worth $264 as of Q3 2026.
  • Essential Partners left its NexPoint Real Estate Finance share count unchanged in Q3 2026.
  • NexPoint Real Estate Finance made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2538 holding.
  • Essential Partners first reported a position in NexPoint Real Estate Finance in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's NexPoint Real Estate Finance position peaked at $1.46K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.