Next Level Wealth Planning’s NexPoint Real Estate Finance NREF Stock Holding History

Next Level Wealth Planning’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	$25.8K	Buy	+1,662	New	+$27.9K	0.01%	239

Other funds holding NREF

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Morey & Quinn Wealth Partners Omaha, Nebraska $153M AUM 19.09% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Next Level Wealth Planning's NREF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in NexPoint Real Estate Finance (NREF) in Q3 2026: 1,662 shares worth $25.8K. The stake represents 0.01% of the portfolio and ranks #239 among its holdings.

17 funds tracked by Wall St. Rank hold NREF as of Q3 2026.

Next Level Wealth Planning held 1,662 shares of NexPoint Real Estate Finance worth $25.8K as of Q3 2026.
NexPoint Real Estate Finance was a new Next Level Wealth Planning position in Q3 2026.
NexPoint Real Estate Finance made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #239 holding.
17 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.