Jane Street’s NexPoint Real Estate Finance NREF Stock Holding History

Jane Street’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 Q1	–	Sell	-22,422	Closed	-$316K	–	12542
2025 Q4	$316K	Buy	+22,422	New	+$313K	﹤0.01%	8720
2025 Q1	–	Sell	-24,274	Closed	-$381K	–	10241
2024 Q4	$381K	Buy	24,274 +12,251	+102%	+$196K	﹤0.01%	7320
2024 Q3	$188K	Sell	12,023 -6,390	-35%	-$96K	﹤0.01%	8690
2024 Q2	$253K	Buy	+18,413	New	+$249K	﹤0.01%	8061
2022 Q2	–	Sell	-21,557	Closed	-$487K	–	10480
2022 Q1	$487K	Buy	21,557 +6,219	+41%	+$130K	﹤0.01%	7542
2021 Q4	$295K	Buy	+15,338	New	+$316K	﹤0.01%	8194

Other funds holding NREF

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Jane Street's NREF Position: Q1 2026 in Review

Jane Street sold out of NexPoint Real Estate Finance (NREF) in Q1 2026, closing a stake of 22,422 shares — an estimated $316K sold.

Jane Street first reported a position in NREF in Q4 2021 and held it in 6 quarters. The position peaked at $487K in Q1 2022. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

Jane Street reported no remaining NexPoint Real Estate Finance position as of Q1 2026 after selling out during the quarter.
Jane Street sold 22,422 NexPoint Real Estate Finance shares in Q1 2026, an estimated $316K.
Jane Street first reported a position in NexPoint Real Estate Finance in Q4 2021 and held it in 6 quarters.
Jane Street's NexPoint Real Estate Finance position peaked at $487K in Q1 2022.
86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.