Root Financial Partners’s NexPoint Real Estate Finance NREF Stock Holding History

Root Financial Partners’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 Q3	$93	Buy	+6	New	+$101	﹤0.01%	3655

Other funds holding NREF

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Root Financial Partners's NREF Position: Q3 2026 in Review

Root Financial Partners opened a new position in NexPoint Real Estate Finance (NREF) in Q3 2026: 6 shares worth $93. The stake represents ﹤0.01% of the portfolio and ranks #3655 among its holdings.

10 funds tracked by Wall St. Rank hold NREF as of Q3 2026.

Root Financial Partners held 6 shares of NexPoint Real Estate Finance worth $93 as of Q3 2026.
NexPoint Real Estate Finance was a new Root Financial Partners position in Q3 2026.
NexPoint Real Estate Finance made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3655 holding.
10 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.