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

IFP 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	$108	Sell	7 -1	-13%	-$15	﹤0.01%	4950
2026 Q1	$108	Sell	8 -22	-73%	-$315	﹤0.01%	4727
2025 Q4	$422	Sell	30 -3	-9%	-$42	﹤0.01%	4330
2025 Q3	$468	Buy	33 +6	+22%	+$87	﹤0.01%	4190
2025 Q2	$428	Buy	+27	New	+$387	﹤0.01%	4478

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

IFP Advisors's NREF Position: Q2 2026 in Review

IFP Advisors reduced its NexPoint Real Estate Finance (NREF) stake by 13% in Q2 2026, selling an estimated $15 and leaving 7 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #4950.

IFP Advisors first reported a position in NREF in Q2 2025 and has held it in 5 quarters since. The position peaked at $468 in Q3 2025. 78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

IFP Advisors held 7 shares of NexPoint Real Estate Finance worth $108 as of Q2 2026.
IFP Advisors sold 1 NexPoint Real Estate Finance share in Q2 2026, an estimated $15.
NexPoint Real Estate Finance made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4950 holding.
IFP Advisors first reported a position in NexPoint Real Estate Finance in Q2 2025 and has held it in 5 quarters since.
IFP Advisors's NexPoint Real Estate Finance position peaked at $468 in Q3 2025.
78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.