Morgan Stanley
NREF

Morgan Stanley’s NexPoint Real Estate Finance NREF Stock Holding History

Morgan Stanley’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 		$3.02M Buy
195,067
+3,319
+2% +$49.4K ﹤0.01% 4588
2026
Q1 		$2.58M Sell
191,748
-2,523
-1% -$36.1K ﹤0.01% 4583
2025
Q4 		$2.74M Buy
194,271
+28,836
+17% +$403K ﹤0.01% 4595
2025
Q3 		$2.35M Buy
165,435
+7,084
+4% +$102K ﹤0.01% 4684
2025
Q2 		$2.18M Buy
158,351
+34,064
+27% +$488K ﹤0.01% 4643
2025
Q1 		$1.9M Buy
124,287
+5,927
+5% +$92.8K ﹤0.01% 4632
2024
Q4 		$1.86M Sell
118,360
-15,560
-12% -$249K ﹤0.01% 4751
2024
Q3 		$2.09M Buy
133,920
+6,141
+5% +$92.3K ﹤0.01% 4614
2024
Q2 		$1.75M Sell
127,779
-63
-0% -$852 ﹤0.01% 4647
2024
Q1 		$1.84M Sell
127,842
-108,094
-46% -$1.58M ﹤0.01% 4641
2023
Q4 		$3.72M Buy
235,936
+131,675
+126% +$2.04M ﹤0.01% 4565
2023
Q3 		$1.71M Buy
104,261
+5,437
+6% +$90.1K ﹤0.01% 4489
2023
Q2 		$1.54M Buy
98,824
+60,202
+156% +$862K ﹤0.01% 4588
2023
Q1 		$605K Buy
38,622
+6,957
+22% +$122K ﹤0.01% 5143
2022
Q4 		$503K Buy
31,665
+10,290
+48% +$177K ﹤0.01% 5250
2022
Q3 		$321K Buy
21,375
+537
+3% +$11K ﹤0.01% 5495
2022
Q2 		$422K Buy
20,838
+716
+4% +$16.4K ﹤0.01% 5500
2022
Q1 		$455K Buy
20,122
+708
+4% +$14.8K ﹤0.01% 5463
2021
Q4 		$373K Buy
19,414
+15,570
+405% +$321K ﹤0.01% 5723
2021
Q3 		$74K Buy
3,844
+403
+12% +$8.34K ﹤0.01% 6528
2021
Q2 		$72K Buy
3,441
+3,317
+2,675% +$68.2K ﹤0.01% 6496
2021
Q1 		$2K Buy
124
+75
+153% +$1.34K ﹤0.01% 7276
2020
Q4 		$1K Hold
49
– – ﹤0.01% 6953
2020
Q3 		$1K Buy
+49
New +$747 ﹤0.01% 6660

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Raymond James Financial
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley's NREF Position: Q2 2026 in Review

Morgan Stanley increased its NexPoint Real Estate Finance (NREF) stake by 1.7% in Q2 2026, buying an estimated $49.4K and bringing the position to 195,067 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4588.

Morgan Stanley first reported a position in NREF in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.72M in Q4 2023. 78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • Morgan Stanley held 195,067 shares of NexPoint Real Estate Finance worth $3.02M as of Q2 2026.
  • Morgan Stanley bought 3,319 NexPoint Real Estate Finance shares in Q2 2026, an estimated $49.4K.
  • NexPoint Real Estate Finance made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4588 holding.
  • Morgan Stanley first reported a position in NexPoint Real Estate Finance in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's NexPoint Real Estate Finance position peaked at $3.72M in Q4 2023.
  • 78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.