Nisa Investment Advisors
NREF

Nisa Investment Advisors’s NexPoint Real Estate Finance NREF Stock Holding History

Nisa Investment Advisors’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 		$16.1K Sell
1,037
-443
-30% -$6.59K ﹤0.01% 2319
2026
Q1 		$19.9K Sell
1,480
-82
-5% -$1.17K ﹤0.01% 2015
2025
Q4 		$22K Sell
1,562
-1,230
-44% -$17.2K ﹤0.01% 1909
2025
Q3 		$39.6K Hold
2,792
– – ﹤0.01% 1697
2025
Q2 		$38.5K Sell
2,792
-1,038
-27% -$14.9K ﹤0.01% 1665
2025
Q1 		$58.6K Sell
3,830
-932
-20% -$14.6K ﹤0.01% 1549
2024
Q4 		$74.7K Hold
4,762
– – ﹤0.01% 1554
2024
Q3 		$74.4K Sell
4,762
-1,475
-24% -$22.2K ﹤0.01% 1531
2024
Q2 		$85.6K Sell
6,237
-10
-0.2% -$135 ﹤0.01% 1518
2024
Q1 		$89.7K Sell
6,247
-5
-0.1% -$73 ﹤0.01% 1502
2023
Q4 		$98.5K Buy
6,252
+5
+0.1% +$78 ﹤0.01% 1436
2023
Q3 		$102K Buy
6,247
+1,750
+39% +$29K ﹤0.01% 1495
2023
Q2 		$70.1K Hold
4,497
– – ﹤0.01% 1627
2023
Q1 		$70K Hold
4,497
– – ﹤0.01% 1616
2022
Q4 		$71K Hold
4,497
– – ﹤0.01% 1667
2022
Q3 		$67K Buy
4,497
+2,020
+82% +$41.5K ﹤0.01% 1642
2022
Q2 		$50K Hold
2,477
– – ﹤0.01% 1735
2022
Q1 		$56K Hold
2,477
– – ﹤0.01% 1802
2021
Q4 		$50K Hold
2,477
– – ﹤0.01% 1736
2021
Q3 		$48 Hold
2,477
– – ﹤0.01% 1945
2021
Q2 		$52 Hold
2,477
– – ﹤0.01% 1930
2021
Q1 		$46 Hold
2,477
– – ﹤0.01% 1995
2020
Q4 		$41K Hold
2,477
– – ﹤0.01% 2021
2020
Q3 		$36K Buy
2,477
+771
+45% +$11.8K ﹤0.01% 1925
2020
Q2 		$29K Buy
1,706
+449
+36% +$5.95K ﹤0.01% 1695
2020
Q1 		$12K Buy
+1,257
New +$19.2K ﹤0.01% 1819

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Nisa Investment Advisors's NREF Position: Q2 2026 in Review

Nisa Investment Advisors reduced its NexPoint Real Estate Finance (NREF) stake by 30% in Q2 2026, selling an estimated $6.59K and leaving 1,037 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Nisa Investment Advisors first reported a position in NREF in Q1 2020 and has held it in 26 quarters since. The position peaked at $102K in Q3 2023. 78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • Nisa Investment Advisors held 1,037 shares of NexPoint Real Estate Finance worth $16.1K as of Q2 2026.
  • Nisa Investment Advisors sold 443 NexPoint Real Estate Finance shares in Q2 2026, an estimated $6.59K.
  • NexPoint Real Estate Finance made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2319 holding.
  • Nisa Investment Advisors first reported a position in NexPoint Real Estate Finance in Q1 2020 and has held it in 26 quarters since.
  • Nisa Investment Advisors's NexPoint Real Estate Finance position peaked at $102K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.