Simplex Trading
NREF

Simplex Trading’s NexPoint Real Estate Finance NREF Stock Holding History

Simplex Trading’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 		$82.2K Buy
+5,300
New +$78.8K ﹤0.01% 5789
2025
Q4 		– Sell
-700
Closed -$9K – 9579
2025
Q3 		$9K Sell
700
-600
-46% -$8.65K ﹤0.01% 7975
2025
Q2 		$17K Buy
1,300
+700
+117% +$10K ﹤0.01% 6909
2025
Q1 		$9K Buy
+600
New +$9.39K ﹤0.01% 7184
2024
Q3 		– Sell
-100
Closed -$1K – 9217
2024
Q2 		$1K Hold
100
– – ﹤0.01% 8508
2024
Q1 		$1K Hold
100
– – ﹤0.01% 8609
2023
Q4 		$1K Sell
100
-200
-67% -$3.1K ﹤0.01% 8543
2023
Q3 		$4K Hold
300
– – ﹤0.01% 7790
2023
Q2 		$4K Hold
300
– – ﹤0.01% 8070
2023
Q1 		$4K Buy
+300
New +$5.27K ﹤0.01% 8200

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Raymond James Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Simplex Trading's NREF Position: Q2 2026 in Review

Simplex Trading sold out of NexPoint Real Estate Finance (NREF) in Q2 2026, closing a stake of 2 shares — an estimated $30 sold.

Simplex Trading first reported a position in NREF in Q4 2023 and held it in 7 quarters. The position peaked at $24K in Q3 2025. 78 funds tracked by Wall St. Rank hold NREF as of Q2 2026.

  • Simplex Trading reported no remaining NexPoint Real Estate Finance position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 2 NexPoint Real Estate Finance shares in Q2 2026, an estimated $30.
  • Simplex Trading first reported a position in NexPoint Real Estate Finance in Q4 2023 and held it in 7 quarters.
  • Simplex Trading's NexPoint Real Estate Finance position peaked at $24K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.