Jacobs Levy Equity Management
NREF

Jacobs Levy Equity Management’s NexPoint Real Estate Finance NREF Stock Holding History

Jacobs Levy Equity Management’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 		$517K Sell
33,387
-3,605
-10% -$53.6K ﹤0.01% 820
2026
Q1 		$498K Buy
+36,992
New +$530K ﹤0.01% 831

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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

Jacobs Levy Equity Management's NREF Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its NexPoint Real Estate Finance (NREF) stake by 9.7% in Q2 2026, selling an estimated $53.6K and leaving 33,387 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Jacobs Levy Equity Management first reported a position in NREF in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • Jacobs Levy Equity Management held 33,387 shares of NexPoint Real Estate Finance worth $517K as of Q2 2026.
  • Jacobs Levy Equity Management sold 3,605 NexPoint Real Estate Finance shares in Q2 2026, an estimated $53.6K.
  • NexPoint Real Estate Finance made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #820 holding.
  • Jacobs Levy Equity Management first reported a position in NexPoint Real Estate Finance in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.