TFA
NREF

Transamerica Financial Advisors’s NexPoint Real Estate Finance NREF Stock Holding History

Transamerica Financial Advisors’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
Q1 		– Sell
-15
Closed -$211 – 2046
2025
Q4 		$211 Buy
+15
New +$210 ﹤0.01% 1521

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 $3.38T AUM 44.17% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Transamerica Financial Advisors's NREF Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of NexPoint Real Estate Finance (NREF) in Q1 2026, closing a stake of 15 shares — an estimated $211 sold.

Transamerica Financial Advisors first reported a position in NREF in Q4 2025 and held it in 1 quarter. The position peaked at $211 in Q4 2025. 86 funds tracked by Wall St. Rank hold NREF as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining NexPoint Real Estate Finance position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 15 NexPoint Real Estate Finance shares in Q1 2026, an estimated $211.
  • Transamerica Financial Advisors first reported a position in NexPoint Real Estate Finance in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's NexPoint Real Estate Finance position peaked at $211 in Q4 2025.
  • 86 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.