Morey & Quinn Wealth Partners’s NexPoint Real Estate Finance NREF Stock Holding History

Morey & Quinn Wealth Partners’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	$567K	Sell	36,562 -1,322	-3%	-$19.7K	0.36%	66
2026 Q1	$510K	Hold	37,884	–	–	0.36%	72
2025 Q4	$533K	Sell	37,884 -405	-1%	-$5.66K	0.38%	65
2025 Q3	$543K	Sell	38,289 -1,350	-3%	-$19.5K	0.4%	63
2025 Q2	$547K	Hold	39,639	–	–	0.44%	57
2025 Q1	$606K	Hold	39,639	–	–	0.5%	45
2024 Q4	$622K	Buy	+39,639	New	+$635K	0.53%	43

Other funds holding NREF

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Morey & Quinn Wealth Partners's NREF Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its NexPoint Real Estate Finance (NREF) stake by 3.5% in Q2 2026, selling an estimated $19.7K and leaving 36,562 shares worth $567K. The position accounts for 0.36% of the portfolio, ranked #66.

Morey & Quinn Wealth Partners first reported a position in NREF in Q4 2024 and has held it in 7 quarters since. The position peaked at $622K in Q4 2024. 77 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

Morey & Quinn Wealth Partners held 36,562 shares of NexPoint Real Estate Finance worth $567K as of Q2 2026.
Morey & Quinn Wealth Partners sold 1,322 NexPoint Real Estate Finance shares in Q2 2026, an estimated $19.7K.
NexPoint Real Estate Finance made up 0.36% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #66 holding.
Morey & Quinn Wealth Partners first reported a position in NexPoint Real Estate Finance in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's NexPoint Real Estate Finance position peaked at $622K in Q4 2024.
77 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.