JY
NREF

Jeff Yass’s NexPoint Real Estate Finance NREF Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-11,273
Closed -$155K – 13425
2025
Q2 		$155K Sell
11,273
-2,592
-19% -$37.1K ﹤0.01% 11470
2025
Q1 		$212K Buy
+13,865
New +$217K ﹤0.01% 10819
2022
Q3 		– Sell
-24,159
Closed -$490K – 13823
2022
Q2 		$490K Buy
24,159
+15,304
+173% +$351K ﹤0.01% 8311
2022
Q1 		$200K Buy
+8,855
New +$185K ﹤0.01% 11239

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Jeff Yass's NREF Position: Q3 2025 in Review

Jeff Yass sold out of NexPoint Real Estate Finance (NREF) in Q3 2025, closing a stake of 11,273 shares — an estimated $155K sold.

Jeff Yass first reported a position in NREF in Q1 2022 and held it in 4 quarters. The position peaked at $490K in Q2 2022. 76 funds tracked by Wall St. Rank hold NREF as of Q3 2025.

  • Jeff Yass reported no remaining NexPoint Real Estate Finance position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 11,273 NexPoint Real Estate Finance shares in Q3 2025, an estimated $155K.
  • Jeff Yass first reported a position in NexPoint Real Estate Finance in Q1 2022 and held it in 4 quarters.
  • Jeff Yass's NexPoint Real Estate Finance position peaked at $490K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.