NFG
NREF

Next Financial Group’s NexPoint Real Estate Finance NREF Stock Holding History

Next Financial Group’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
2021
Q4 		$4K Sell
200
-325
-62% -$6.7K ﹤0.01% 2480
2021
Q3 		$10K Buy
525
+200
+62% +$4.14K ﹤0.01% 2026
2021
Q2 		$7K Buy
+325
New +$6.68K ﹤0.01% 2108
2020
Q2 		– Sell
-294
Closed -$3K – 1445
2020
Q1 		$3K Buy
+294
New +$4.48K ﹤0.01% 1846

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Next Financial Group's NREF Position: Q4 2021 in Review

Next Financial Group reduced its NexPoint Real Estate Finance (NREF) stake by 62% in Q4 2021, selling an estimated $6.7K and leaving 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Next Financial Group first reported a position in NREF in Q1 2020 and has held it in 4 quarters since. The position peaked at $10K in Q3 2021. 47 funds tracked by Wall St. Rank hold NREF as of Q4 2021.

  • Next Financial Group held 200 shares of NexPoint Real Estate Finance worth $4K as of Q4 2021.
  • Next Financial Group sold 325 NexPoint Real Estate Finance shares in Q4 2021, an estimated $6.7K.
  • NexPoint Real Estate Finance made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2480 holding.
  • Next Financial Group first reported a position in NexPoint Real Estate Finance in Q1 2020 and has held it in 4 quarters since.
  • Next Financial Group's NexPoint Real Estate Finance position peaked at $10K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.