IFG
NREF

Independent Financial Group’s NexPoint Real Estate Finance NREF Stock Holding History

Independent Financial Group’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 		$4.36M Buy
281,010
+4,409
+2% +$65.6K 0.08% 238
2026
Q1 		$3.73M Buy
276,601
+38,468
+16% +$551K 0.08% 233
2025
Q4 		$3.35M Buy
238,133
+166,298
+231% +$2.32M 0.07% 248
2025
Q3 		$1.02M Buy
71,835
+18,227
+34% +$263K 0.02% 591
2025
Q2 		$739K Buy
53,608
+5,836
+12% +$83.6K 0.02% 641
2025
Q1 		$730K Buy
+47,772
New +$748K 0.03% 574
2024
Q2 		– Sell
-18,150
Closed -$261K – 1131
2024
Q1 		$261K Sell
18,150
-6,000
-25% -$87.7K 0.01% 846
2023
Q4 		$380K Sell
24,150
-13,450
-36% -$208K 0.02% 643
2023
Q3 		$615K Sell
37,600
-11,550
-23% -$191K 0.04% 438
2023
Q2 		$766K Sell
49,150
-600
-1% -$8.59K 0.05% 375
2023
Q1 		$780K Hold
49,750
– – 0.06% 343
2022
Q4 		$791K Sell
49,750
-2,500
-5% -$43.1K 0.07% 304
2022
Q3 		$783K Hold
52,250
– – 0.07% 281
2022
Q2 		$1.06M Sell
52,250
-2,321
-4% -$53.2K 0.11% 216
2022
Q1 		$1.23M Buy
54,571
+5,962
+12% +$124K 0.1% 200
2021
Q4 		$936K Buy
48,609
+15,597
+47% +$322K 0.08% 268
2021
Q3 		$643K Buy
33,012
+11,250
+52% +$233K 0.07% 310
2021
Q2 		$455K Buy
+21,762
New +$448K 0.05% 397

Other funds holding NREF

NAM
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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Independent Financial Group's NREF Position: Q2 2026 in Review

Independent Financial Group increased its NexPoint Real Estate Finance (NREF) stake by 1.6% in Q2 2026, buying an estimated $65.6K and bringing the position to 281,010 shares worth $4.36M. The position accounts for 0.08% of the portfolio, ranked #238.

Independent Financial Group first reported a position in NREF in Q2 2021 and has held it in 18 quarters since. 76 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • Independent Financial Group held 281,010 shares of NexPoint Real Estate Finance worth $4.36M as of Q2 2026.
  • Independent Financial Group bought 4,409 NexPoint Real Estate Finance shares in Q2 2026, an estimated $65.6K.
  • NexPoint Real Estate Finance made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #238 holding.
  • Independent Financial Group first reported a position in NexPoint Real Estate Finance in Q2 2021 and has held it in 18 quarters since.
  • 76 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.