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
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 $1.49B AUM 61.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Simplex Trading's NREF Position: Q1 2026 in Review

Simplex Trading opened a new position in NexPoint Real Estate Finance (NREF) in Q1 2026: 2 shares worth $26. The stake represents ﹤0.01% of the portfolio and ranks #8917 among its holdings. This is a return to the name: Simplex Trading previously reported a position in NREF as recently as Q3 2025.

Simplex Trading first reported a position in NREF in Q4 2023 and has held it in 7 quarters since. The position peaked at $24K in Q3 2025. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

  • Simplex Trading held 2 shares of NexPoint Real Estate Finance worth $26 as of Q1 2026.
  • NexPoint Real Estate Finance was a new Simplex Trading position in Q1 2026.
  • NexPoint Real Estate Finance made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8917 holding.
  • Simplex Trading first reported a position in NexPoint Real Estate Finance in Q4 2023 and has held it in 7 quarters since.
  • Simplex Trading's NexPoint Real Estate Finance position peaked at $24K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.