LIS
NREF

Legacy Investment Solutions’s NexPoint Real Estate Finance NREF Stock Holding History

Legacy Investment Solutions’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
Q2 		$24.5K Buy
+1,774
New +$25.4K 0.01% 219
2024
Q4 		$15.6K Hold
1,000
– – 0.01% 243
2024
Q3 		$16.5K Buy
+1,000
New +$15K 0.01% 247

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Legacy Investment Solutions's NREF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in NexPoint Real Estate Finance (NREF) in Q2 2025: 1,774 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NREF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NREF in Q3 2024 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold NREF as of Q2 2025.

  • Legacy Investment Solutions held 1,774 shares of NexPoint Real Estate Finance worth $24.5K as of Q2 2025.
  • NexPoint Real Estate Finance was a new Legacy Investment Solutions position in Q2 2025.
  • NexPoint Real Estate Finance made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #219 holding.
  • Legacy Investment Solutions first reported a position in NexPoint Real Estate Finance in Q3 2024 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.