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

Ritholtz Wealth Management’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	$1.62M	Sell	104,618 -7,970	-7%	-$119K	0.02%	478
2026 Q1	$1.52M	Buy	112,588 +15,891	+16%	+$228K	0.03%	445
2025 Q4	$1.36M	Buy	96,697 +29,291	+43%	+$409K	0.02%	433
2025 Q3	$956K	Buy	67,406 +10,774	+19%	+$155K	0.02%	511
2025 Q2	$781K	Buy	56,632 +2,111	+4%	+$30.2K	0.02%	515
2025 Q1	$834K	Buy	+54,521	New	+$854K	0.02%	453

Other funds holding NREF

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ritholtz Wealth Management's NREF Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its NexPoint Real Estate Finance (NREF) stake by 7.1% in Q2 2026, selling an estimated $119K and leaving 104,618 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #478.

Ritholtz Wealth Management first reported a position in NREF in Q1 2025 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

Ritholtz Wealth Management held 104,618 shares of NexPoint Real Estate Finance worth $1.62M as of Q2 2026.
Ritholtz Wealth Management sold 7,970 NexPoint Real Estate Finance shares in Q2 2026, an estimated $119K.
NexPoint Real Estate Finance made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #478 holding.
Ritholtz Wealth Management first reported a position in NexPoint Real Estate Finance in Q1 2025 and has held it in 6 quarters since.
77 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.