First Foundation Advisors
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First Foundation Advisors’s NexPoint Real Estate Finance NREF Stock Holding History

First Foundation 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
2025
Q1 		– Sell
-15,012
Closed -$236K – 341
2024
Q4 		$236K Hold
15,012
– – 0.01% 309
2024
Q3 		$235K Hold
15,012
– – 0.01% 317
2024
Q2 		$206K Buy
15,012
+4,274
+40% +$57.8K 0.01% 325
2024
Q1 		$154K Hold
10,738
– – 0.01% 349
2023
Q4 		$169K Sell
10,738
-249
-2% -$3.86K 0.01% 350
2023
Q3 		$180K Hold
10,987
– – 0.01% 398
2023
Q2 		$171K Hold
10,987
– – 0.01% 394
2023
Q1 		$172K Buy
+10,987
New +$193K 0.01% 366

Other funds holding NREF

Nexpoint Asset Management
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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

First Foundation Advisors's NREF Position: Q1 2025 in Review

First Foundation Advisors sold out of NexPoint Real Estate Finance (NREF) in Q1 2025, closing a stake of 15,012 shares — an estimated $236K sold.

First Foundation Advisors first reported a position in NREF in Q1 2023 and held it in 8 quarters. The position peaked at $236K in Q4 2024. 75 funds tracked by Wall St. Rank hold NREF as of Q1 2025.

  • First Foundation Advisors reported no remaining NexPoint Real Estate Finance position as of Q1 2025 after selling out during the quarter.
  • First Foundation Advisors sold 15,012 NexPoint Real Estate Finance shares in Q1 2025, an estimated $236K.
  • First Foundation Advisors first reported a position in NexPoint Real Estate Finance in Q1 2023 and held it in 8 quarters.
  • First Foundation Advisors's NexPoint Real Estate Finance position peaked at $236K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2025.

Based on First Foundation Advisors's 13F filing for Q1 2025, filed 8 May 2025.