JO
NREF

John Overdeck’s NexPoint Real Estate Finance NREF Stock Holding History

John Overdeck’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 		– Sell
-11,991
Closed -$162K – 5312
2026
Q1 		$162K Sell
11,991
-22,814
-66% -$327K ﹤0.01% 4319
2025
Q4 		$490K Buy
34,805
+14,294
+70% +$200K ﹤0.01% 3311
2025
Q3 		$291K Buy
20,511
+776
+4% +$11.2K ﹤0.01% 3228
2025
Q2 		$272K Sell
19,735
-5,212
-21% -$74.7K ﹤0.01% 2826
2025
Q1 		$381K Buy
24,947
+11,568
+86% +$181K ﹤0.01% 2627
2024
Q4 		$210K Sell
13,379
-5,332
-28% -$85.4K ﹤0.01% 2866
2024
Q3 		$292K Buy
18,711
+7,022
+60% +$106K ﹤0.01% 2675
2024
Q2 		$160K Buy
+11,689
New +$158K ﹤0.01% 2770
2022
Q2 		– Sell
-60,274
Closed -$1.36M – 2805
2022
Q1 		$1.36M Sell
60,274
-36,653
-38% -$764K ﹤0.01% 1542
2021
Q4 		$1.87M Sell
96,927
-10,935
-10% -$226K ﹤0.01% 1978
2021
Q3 		$2.1M Buy
107,862
+31,889
+42% +$660K ﹤0.01% 1944
2021
Q2 		$1.59M Buy
75,973
+8,338
+12% +$171K ﹤0.01% 2081
2021
Q1 		$1.26M Sell
67,635
-301
-0.4% -$5.38K ﹤0.01% 2102
2020
Q4 		$1.12M Buy
+67,936
New +$1.06M ﹤0.01% 1901
2020
Q3 		– Sell
-14,904
Closed -$250K – 3407
2020
Q2 		$250K Buy
+14,904
New +$197K ﹤0.01% 2501

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

John Overdeck's NREF Position: Q2 2026 in Review

John Overdeck sold out of NexPoint Real Estate Finance (NREF) in Q2 2026, closing a stake of 11,991 shares — an estimated $162K sold.

John Overdeck first reported a position in NREF in Q2 2020 and held it in 15 quarters. The position peaked at $2.1M in Q3 2021. 77 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • John Overdeck reported no remaining NexPoint Real Estate Finance position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 11,991 NexPoint Real Estate Finance shares in Q2 2026, an estimated $162K.
  • John Overdeck first reported a position in NexPoint Real Estate Finance in Q2 2020 and held it in 15 quarters.
  • John Overdeck's NexPoint Real Estate Finance position peaked at $2.1M in Q3 2021.
  • 77 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.