LPL Financial
NREF

LPL Financial’s NexPoint Real Estate Finance NREF Stock Holding History

LPL Financial’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 		$780K Buy
50,332
+4,818
+11% +$71.7K ﹤0.01% 4636
2026
Q1 		$613K Buy
45,514
+976
+2% +$14K ﹤0.01% 4577
2025
Q4 		$627K Buy
44,538
+7,961
+22% +$111K ﹤0.01% 4512
2025
Q3 		$519K Buy
36,577
+8,485
+30% +$122K ﹤0.01% 4589
2025
Q2 		$387K Sell
28,092
-1,119
-4% -$16K ﹤0.01% 4584
2025
Q1 		$447K Sell
29,211
-1,882
-6% -$29.5K ﹤0.01% 4273
2024
Q4 		$488K Buy
31,093
+2,045
+7% +$32.7K ﹤0.01% 4110
2024
Q3 		$454K Buy
29,048
+1,197
+4% +$18K ﹤0.01% 4076
2024
Q2 		$382K Sell
27,851
-473
-2% -$6.39K ﹤0.01% 4084
2024
Q1 		$407K Buy
28,324
+8,654
+44% +$126K ﹤0.01% 3949
2023
Q4 		$310K Buy
19,670
+125
+0.6% +$1.94K ﹤0.01% 4066
2023
Q3 		$320K Sell
19,545
-6,967
-26% -$115K ﹤0.01% 3861
2023
Q2 		$413K Buy
26,512
+6,975
+36% +$99.8K ﹤0.01% 3593
2023
Q1 		$306K Buy
19,537
+6,777
+53% +$119K ﹤0.01% 3722
2022
Q4 		$203K Buy
12,760
+796
+7% +$13.7K ﹤0.01% 3975
2022
Q3 		$179K Buy
11,964
+662
+6% +$13.6K ﹤0.01% 3979
2022
Q2 		$229K Buy
11,302
+20
+0.2% +$458 ﹤0.01% 3843
2022
Q1 		$255K Buy
+11,282
New +$235K ﹤0.01% 3693

Other funds holding NREF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM

LPL Financial's NREF Position: Q2 2026 in Review

LPL Financial increased its NexPoint Real Estate Finance (NREF) stake by 11% in Q2 2026, buying an estimated $71.7K and bringing the position to 50,332 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #4636.

LPL Financial first reported a position in NREF in Q1 2022 and has held it in 18 quarters since. 27 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • LPL Financial held 50,332 shares of NexPoint Real Estate Finance worth $780K as of Q2 2026.
  • LPL Financial bought 4,818 NexPoint Real Estate Finance shares in Q2 2026, an estimated $71.7K.
  • NexPoint Real Estate Finance made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4636 holding.
  • LPL Financial first reported a position in NexPoint Real Estate Finance in Q1 2022 and has held it in 18 quarters since.
  • 27 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.