Morey & Quinn Wealth Partners, LLC NREF — NEXPOINT REAL ESTATE FIN INC

Ownership history in Morey & Quinn Wealth Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Morey & Quinn Wealth Partners, LLC reported NEXPOINT REAL ESTATE FIN INC (NREF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.53% in 2024 Q4. The latest visible filing shows NREF at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NREF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morey & Quinn Wealth Partners, LLC's position in NEXPOINT REAL ESTATE FIN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NREF was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NREF stock page Morey & Quinn Wealth Partners, LLC fund profile Morey & Quinn Wealth Partners, LLC full holdings
How Morey & Quinn Wealth Partners, LLC held NREF — position size vs. price
% of Fund (quarterly)    NREF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 37,884 — 0% 0.36% $510K 2026-04-22 $13.98
2025 Q4 REDUCED — — — 37,884 -405 -1.1% 0.38% $533K 2026-01-27 $14.01
2025 Q3 REDUCED — — — 38,289 -1,350 -3.4% 0.40% $543K 2025-10-28 $12.73
2025 Q2 UNCHANGED — — — 39,639 — 0% 0.44% $547K 2025-07-23 $13.04
2025 Q1 UNCHANGED — — — 39,639 — 0% 0.50% $606K 2025-04-17 $12.21
2024 Q4 INITIATED — — — 39,639 — — 0.53% $622K 2025-02-12 $13.09

🏢 Other funds also holding NREF

As of 2026 Q1 — sorted by position size

NEXPOINT ASSET MANAGEMENT, L.P. 3Y 8.53% Copley Financial Group, Inc. 0.9% 1776 Wealth LLC 3Y 0.38% Navis Wealth Advisors, LLC 3Y 0.14% INDEPENDENT FINANCIAL GROUP, LLC 0.1% Daytona Street Capital LLC 0.07% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.03% WEDBUSH SECURITIES INC 3Y 7Y 0.02% Legacy Wealth Managment, LLC/ID 0.02% Penserra Capital Management LLC 3Y 7Y 0.01%

FAQ About Morey & Quinn Wealth Partners, LLC and NREF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morey & Quinn Wealth Partners, LLC reported owning NREF?

Morey & Quinn Wealth Partners, LLC reported NREF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NREF position in Morey & Quinn Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for NREF was 0.53% in 2024 Q4.

What is the latest reported NREF position on this page?

The most recent filing on this page is 2026 Q1, when Morey & Quinn Wealth Partners, LLC reported 37,884 shares, equal to 0.36% of portfolio, with an estimated market value of $510K.

What does the chart on this NREF ownership page compare?

The chart compares Morey & Quinn Wealth Partners, LLC's quarterly NREF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Morey & Quinn Wealth Partners, LLC time their NREF position?

Based on 13F filing dates vs. subsequent NREF price moves, Morey & Quinn Wealth Partners, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on NREF relative to SPY over the holding period was -9.1%.

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