RIL
NREF

Rothschild Investment LLC’s NexPoint Real Estate Finance NREF Stock Holding History

Rothschild Investment LLC’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 		$62 Buy
4
+1
+33% +$15 ﹤0.01% 3547
2026
Q1 		$40 Buy
3
+2
+200% +$29 ﹤0.01% 3489
2025
Q4 		$14 Buy
+1
New +$14 ﹤0.01% 3355

Other funds holding NREF

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's NREF Position: Q2 2026 in Review

Rothschild Investment LLC increased its NexPoint Real Estate Finance (NREF) stake by 33% in Q2 2026, buying an estimated $15 and bringing the position to 4 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #3547.

Rothschild Investment LLC first reported a position in NREF in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • Rothschild Investment LLC held 4 shares of NexPoint Real Estate Finance worth $62 as of Q2 2026.
  • Rothschild Investment LLC bought 1 NexPoint Real Estate Finance share in Q2 2026, an estimated $15.
  • NexPoint Real Estate Finance made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3547 holding.
  • Rothschild Investment LLC first reported a position in NexPoint Real Estate Finance in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.