Sowell Financial Services
NREF icon

Sowell Financial Services’s NexPoint Real Estate Finance NREF Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-5,000
Closed -$83K – 3239
2020
Q4 		$83K Buy
+5,000
New +$78.1K ﹤0.01% 1221

Other funds holding NREF

Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return
Nexpoint Asset Management
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Uniplan Investment Counsel
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Sowell Financial Services's NREF Position: Q1 2021 in Review

Sowell Financial Services sold out of NexPoint Real Estate Finance (NREF) in Q1 2021, closing a stake of 5,000 shares — an estimated $83K sold.

Sowell Financial Services first reported a position in NREF in Q4 2020 and held it in 1 quarter. The position peaked at $83K in Q4 2020. 29 funds tracked by Wall St. Rank hold NREF as of Q1 2021.

  • Sowell Financial Services reported no remaining NexPoint Real Estate Finance position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 5,000 NexPoint Real Estate Finance shares in Q1 2021, an estimated $83K.
  • Sowell Financial Services first reported a position in NexPoint Real Estate Finance in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's NexPoint Real Estate Finance position peaked at $83K in Q4 2020.
  • 29 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.