Physician Wealth Advisors’s NexPoint Real Estate Finance NREF Stock Holding History

Physician Wealth 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
2025 Q4	–	Sell	-68	Closed	-$965	–	2120
2025 Q3	$965	Hold	68	–	–	﹤0.01%	1604
2025 Q2	$938	Buy	+68	New	+$974	﹤0.01%	1474

Other funds holding NREF

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

Physician Wealth Advisors's NREF Position: Q4 2025 in Review

Physician Wealth Advisors sold out of NexPoint Real Estate Finance (NREF) in Q4 2025, closing a stake of 68 shares — an estimated $965 sold.

Physician Wealth Advisors first reported a position in NREF in Q2 2025 and held it in 2 quarters. The position peaked at $965 in Q3 2025. 79 funds tracked by Wall St. Rank hold NREF as of Q4 2025.

Physician Wealth Advisors reported no remaining NexPoint Real Estate Finance position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 68 NexPoint Real Estate Finance shares in Q4 2025, an estimated $965.
Physician Wealth Advisors first reported a position in NexPoint Real Estate Finance in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's NexPoint Real Estate Finance position peaked at $965 in Q3 2025.
79 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.