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 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 $1.49B AUM 61.08% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Ritholtz Wealth Management's NREF Position: Q1 2026 in Review

Ritholtz Wealth Management increased its NexPoint Real Estate Finance (NREF) stake by 16% in Q1 2026, buying an estimated $228K and bringing the position to 112,588 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #445.

Ritholtz Wealth Management first reported a position in NREF in Q1 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

Ritholtz Wealth Management held 112,588 shares of NexPoint Real Estate Finance worth $1.52M as of Q1 2026.
Ritholtz Wealth Management bought 15,891 NexPoint Real Estate Finance shares in Q1 2026, an estimated $228K.
NexPoint Real Estate Finance made up 0.03% of Ritholtz Wealth Management's portfolio in Q1 2026, its #445 holding.
Ritholtz Wealth Management first reported a position in NexPoint Real Estate Finance in Q1 2025 and has held it in 5 quarters since.
86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.