PI
NREF

PFG Investments’s NexPoint Real Estate Finance NREF Stock Holding History

PFG Investments’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 		– Sell
-11,299
Closed -$152K – 1325
2026
Q1 		$152K Buy
+11,299
New +$162K 0.01% 1099
2025
Q4 		– Sell
-10,765
Closed -$153K – 1196
2025
Q3 		$153K Sell
10,765
-7,212
-40% -$104K 0.01% 1017
2025
Q2 		$248K Buy
+17,977
New +$258K 0.01% 813

Other funds holding NREF

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

PFG Investments's NREF Position: Q2 2026 in Review

PFG Investments sold out of NexPoint Real Estate Finance (NREF) in Q2 2026, closing a stake of 11,299 shares — an estimated $152K sold.

PFG Investments first reported a position in NREF in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q2 2025. 8 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • PFG Investments reported no remaining NexPoint Real Estate Finance position as of Q2 2026 after selling out during the quarter.
  • PFG Investments sold 11,299 NexPoint Real Estate Finance shares in Q2 2026, an estimated $152K.
  • PFG Investments first reported a position in NexPoint Real Estate Finance in Q2 2025 and held it in 3 quarters.
  • PFG Investments's NexPoint Real Estate Finance position peaked at $248K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.