MassMutual Private Wealth & Trust
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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
Q3 		– Sell
-64
Closed -$992 – 2437
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

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
1776 Wealth
1776 Wealth Atlanta, Georgia $306M AUM 20.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's NREF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of NexPoint Real Estate Finance (NREF) in Q3 2026, closing a stake of 64 shares — an estimated $992 sold.

MassMutual Private Wealth & Trust first reported a position in NREF in Q4 2024 and held it in 6 quarters. The position peaked at $992 in Q2 2026. 49 funds tracked by Wall St. Rank hold NREF as of Q3 2026.

  • MassMutual Private Wealth & Trust reported no remaining NexPoint Real Estate Finance position as of Q3 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 64 NexPoint Real Estate Finance shares in Q3 2026, an estimated $992.
  • MassMutual Private Wealth & Trust first reported a position in NexPoint Real Estate Finance in Q4 2024 and held it in 6 quarters.
  • MassMutual Private Wealth & Trust's NexPoint Real Estate Finance position peaked at $992 in Q2 2026.
  • 49 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.