EverSource Wealth Advisors’s NexPoint Real Estate Finance NREF Stock Holding History

EverSource Wealth 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
2026 Q2	$1.94K	Buy	125 +6	+5%	+$89	﹤0.01%	3732
2026 Q1	$1.6K	Buy	119 +9	+8%	+$129	﹤0.01%	3711
2025 Q4	$1.55K	Hold	110	–	–	﹤0.01%	3585
2025 Q3	$1.56K	Sell	110 -3	-3%	-$43	﹤0.01%	3596
2025 Q2	$1.56K	Buy	113 +103	+1,030%	+$1.48K	﹤0.01%	3583
2025 Q1	$153	Sell	10 -69	-87%	-$1.08K	﹤0.01%	3748
2024 Q4	$1.24K	Buy	+79	New	+$1.26K	﹤0.01%	2892

Other funds holding NREF

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors's NREF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NexPoint Real Estate Finance (NREF) stake by 5% in Q2 2026, buying an estimated $89 and bringing the position to 125 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

EverSource Wealth Advisors first reported a position in NREF in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

EverSource Wealth Advisors held 125 shares of NexPoint Real Estate Finance worth $1.94K as of Q2 2026.
EverSource Wealth Advisors bought 6 NexPoint Real Estate Finance shares in Q2 2026, an estimated $89.
NexPoint Real Estate Finance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3732 holding.
EverSource Wealth Advisors first reported a position in NexPoint Real Estate Finance in Q4 2024 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.