Private Wealth Management Group’s NexPoint Real Estate Finance NREF Stock Holding History

Private Wealth Management 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 Q4	–	Sell	-186	Closed	-$2.64K	–	1518
2025 Q3	$2.64K	Buy	+186	New	+$2.68K	﹤0.01%	1020
2025 Q2	–	Sell	-243	Closed	-$3.72K	–	1566
2025 Q1	$3.72K	Buy	243 +3	+1%	+$47	﹤0.01%	841
2024 Q4	$3.77K	Buy	+240	New	+$3.84K	﹤0.01%	859

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

Private Wealth Management Group's NREF Position: Q4 2025 in Review

Private Wealth Management Group sold out of NexPoint Real Estate Finance (NREF) in Q4 2025, closing a stake of 186 shares — an estimated $2.64K sold.

Private Wealth Management Group first reported a position in NREF in Q4 2024 and held it in 3 quarters. The position peaked at $3.77K in Q4 2024. 79 funds tracked by Wall St. Rank hold NREF as of Q4 2025.

Private Wealth Management Group reported no remaining NexPoint Real Estate Finance position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 186 NexPoint Real Estate Finance shares in Q4 2025, an estimated $2.64K.
Private Wealth Management Group first reported a position in NexPoint Real Estate Finance in Q4 2024 and held it in 3 quarters.
Private Wealth Management Group's NexPoint Real Estate Finance position peaked at $3.77K in Q4 2024.
79 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.