MPWT
NREF

MassMutual Private Wealth & Trust’s NexPoint Real Estate Finance NREF Stock Holding History

MassMutual Private Wealth & Trust’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 		$992 Hold
64
– – ﹤0.01% 2175
2026
Q1 		$862 Hold
64
– – ﹤0.01% 2165
2025
Q4 		$901 Buy
+64
New +$894 ﹤0.01% 2161
2025
Q3 		– Sell
-49
Closed -$676 – 2430
2025
Q2 		$676 Buy
49
+32
+188% +$458 ﹤0.01% 2194
2025
Q1 		$260 Hold
17
– – ﹤0.01% 2285
2024
Q4 		$267 Buy
+17
New +$272 ﹤0.01% 2228

Other funds holding NREF

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's NREF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its NexPoint Real Estate Finance (NREF) position steady in Q2 2026 at 64 shares worth $992. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

MassMutual Private Wealth & Trust first reported a position in NREF in Q4 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 64 shares of NexPoint Real Estate Finance worth $992 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its NexPoint Real Estate Finance share count unchanged in Q2 2026.
  • NexPoint Real Estate Finance made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2175 holding.
  • MassMutual Private Wealth & Trust first reported a position in NexPoint Real Estate Finance in Q4 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.