NREF β€” NEXPOINT REAL ESTATE FIN INC

Ownership history in RITHOLTZ WEALTH MANAGEMENT  Β·  4 quarters on record

AI Ownership Summary

RITHOLTZ WEALTH MANAGEMENT reported NEXPOINT REAL ESTATE FIN INC (NREF) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows NREF at 0.02% 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 RITHOLTZ WEALTH MANAGEMENT'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
2025 Q4

NREF was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

How RITHOLTZ WEALTH MANAGEMENT held NREF β€” position size vs. price
% of Fund (quarterly)    NREF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 96,697 +29,291 +43.5% 0.02% $1.4M 2026-02-14 (Est.) $14.55
2025 Q3 ADDED 67,406 +10,774 +19.0% 0.02% $956K 2025-10-28 $12.73
2025 Q2 ADDED 56,632 +2,111 +3.9% 0.02% $781K 2025-07-28 $13.04
2025 Q1 INITIATED 54,521 β€” β€” 0.02% $834K 2025-04-17 $12.21

FAQ About RITHOLTZ WEALTH MANAGEMENT and NREF

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

How long has RITHOLTZ WEALTH MANAGEMENT reported owning NREF?

RITHOLTZ WEALTH MANAGEMENT reported NREF across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported NREF position in RITHOLTZ WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for NREF was 0.02% in 2025 Q1.

What is the latest reported NREF position on this page?

The most recent filing on this page is 2025 Q4, when RITHOLTZ WEALTH MANAGEMENT reported 96,697 shares, equal to 0.02% of portfolio, with an estimated market value of $1.4M.

What does the chart on this NREF ownership page compare?

The chart compares RITHOLTZ WEALTH MANAGEMENT'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.

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