HighTower Advisors
NREF

HighTower Advisors’s NexPoint Real Estate Finance NREF Stock Holding History

HighTower 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 		$502K Buy
32,413
+4,703
+17% +$70K ﹤0.01% 2741
2026
Q1 		$373K Buy
27,710
+3,038
+12% +$43.5K ﹤0.01% 2969
2025
Q4 		$347K Buy
24,672
+3
+0% +$42 ﹤0.01% 2929
2025
Q3 		$350K Hold
24,669
– – ﹤0.01% 2906
2025
Q2 		$340K Buy
24,669
+2,054
+9% +$29.4K ﹤0.01% 2824
2025
Q1 		$346K Buy
22,615
+3,871
+21% +$60.6K ﹤0.01% 2749
2024
Q4 		$294K Hold
18,744
– – ﹤0.01% 2900
2024
Q3 		$293K Hold
18,744
– – ﹤0.01% 2830
2024
Q2 		$257K Buy
18,744
+2,846
+18% +$38.5K ﹤0.01% 2839
2024
Q1 		$228K Buy
15,898
+1,880
+13% +$27.5K ﹤0.01% 2902
2023
Q4 		$220K Sell
14,018
-1,000
-7% -$15.5K ﹤0.01% 2948
2023
Q3 		$245K Buy
15,018
+1,000
+7% +$16.6K ﹤0.01% 2752
2023
Q2 		$218K Buy
14,018
+833
+6% +$11.9K ﹤0.01% 2802
2023
Q1 		$206K Buy
13,185
+2,296
+21% +$40.3K ﹤0.01% 2734
2022
Q4 		$172K Buy
+10,889
New +$188K ﹤0.01% 2817

Other funds holding NREF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM

HighTower Advisors's NREF Position: Q2 2026 in Review

HighTower Advisors increased its NexPoint Real Estate Finance (NREF) stake by 17% in Q2 2026, buying an estimated $70K and bringing the position to 32,413 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

HighTower Advisors first reported a position in NREF in Q4 2022 and has held it in 15 quarters since. 27 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • HighTower Advisors held 32,413 shares of NexPoint Real Estate Finance worth $502K as of Q2 2026.
  • HighTower Advisors bought 4,703 NexPoint Real Estate Finance shares in Q2 2026, an estimated $70K.
  • NexPoint Real Estate Finance made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2741 holding.
  • HighTower Advisors first reported a position in NexPoint Real Estate Finance in Q4 2022 and has held it in 15 quarters since.
  • 27 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.