OLVIG
NREF

Oliver Lagore Vanvalin Investment Group’s NexPoint Real Estate Finance NREF Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$7.64K Buy
+500
New +$7.16K ﹤0.01% 446
2024
Q4 		$7.84K Hold
500
– – ﹤0.01% 476
2024
Q3 		$7.82K Hold
500
– – ﹤0.01% 453
2024
Q2 		$6.86K Hold
500
– – ﹤0.01% 459
2024
Q1 		$7.18K Hold
500
– – ﹤0.01% 457
2023
Q4 		$7.88K Hold
500
– – ﹤0.01% 454
2023
Q3 		$8.18K Hold
500
– – ﹤0.01% 471
2023
Q2 		$7.79K Hold
500
– – ﹤0.01% 507
2023
Q1 		$7.83K Buy
+500
New +$8.78K ﹤0.01% 421

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NREF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in NexPoint Real Estate Finance (NREF) in Q2 2025: 500 shares worth $7.64K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NREF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NREF in Q1 2023 and has held it in 9 quarters since. The position peaked at $8.18K in Q3 2023. 76 funds tracked by Wall St. Rank hold NREF as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 500 shares of NexPoint Real Estate Finance worth $7.64K as of Q2 2025.
  • NexPoint Real Estate Finance was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • NexPoint Real Estate Finance made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #446 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in NexPoint Real Estate Finance in Q1 2023 and has held it in 9 quarters since.
  • Oliver Lagore Vanvalin Investment Group's NexPoint Real Estate Finance position peaked at $8.18K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.