WAP
NREF

Wealthcare Advisory Partners’s NexPoint Real Estate Finance NREF Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-1,800
Closed -$17K – 1015
2020
Q1 		$17K Buy
+1,800
New +$27.4K ﹤0.01% 777

Other funds holding NREF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Wealthcare Advisory Partners's NREF Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of NexPoint Real Estate Finance (NREF) in Q2 2020, closing a stake of 1,800 shares — an estimated $17K sold.

Wealthcare Advisory Partners first reported a position in NREF in Q1 2020 and held it in 1 quarter. The position peaked at $17K in Q1 2020. 29 funds tracked by Wall St. Rank hold NREF as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining NexPoint Real Estate Finance position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,800 NexPoint Real Estate Finance shares in Q2 2020, an estimated $17K.
  • Wealthcare Advisory Partners first reported a position in NexPoint Real Estate Finance in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's NexPoint Real Estate Finance position peaked at $17K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.