MQWP
NREF

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
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 $1.49B AUM 61.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morey & Quinn Wealth Partners's NREF Position: Q1 2026 in Review

Morey & Quinn Wealth Partners held its NexPoint Real Estate Finance (NREF) position steady in Q1 2026 at 37,884 shares worth $510K. The position accounts for 0.36% of the portfolio, ranked #72.

Morey & Quinn Wealth Partners first reported a position in NREF in Q4 2024 and has held it in 6 quarters since. The position peaked at $622K in Q4 2024. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

  • Morey & Quinn Wealth Partners held 37,884 shares of NexPoint Real Estate Finance worth $510K as of Q1 2026.
  • Morey & Quinn Wealth Partners left its NexPoint Real Estate Finance share count unchanged in Q1 2026.
  • NexPoint Real Estate Finance made up 0.36% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #72 holding.
  • Morey & Quinn Wealth Partners first reported a position in NexPoint Real Estate Finance in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's NexPoint Real Estate Finance position peaked at $622K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.