Integrated Wealth Concepts’s NexPoint Real Estate Finance NREF Stock Holding History

Integrated Wealth Concepts’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	$1.23K	Buy	+79	New	+$1.18K	﹤0.01%	5483

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

Integrated Wealth Concepts's NREF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NexPoint Real Estate Finance (NREF) in Q2 2026: 79 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #5483 among its holdings.

78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

Integrated Wealth Concepts held 79 shares of NexPoint Real Estate Finance worth $1.23K as of Q2 2026.
NexPoint Real Estate Finance was a new Integrated Wealth Concepts position in Q2 2026.
NexPoint Real Estate Finance made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5483 holding.
78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.