Russell Investments Group, Ltd. NREF — NEXPOINT REAL ESTATE FIN INC

Ownership history in Russell Investments Group, Ltd.  ·  11 quarters on record

AI Ownership Summary

Russell Investments Group, Ltd. reported NEXPOINT REAL ESTATE FIN INC (NREF) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows NREF at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NREF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Russell Investments Group, Ltd.'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 Q3

NREF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Russell Investments Group, Ltd. fund profile Russell Investments Group, Ltd. full holdings
How Russell Investments Group, Ltd. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 61,830 +29,755 +92.8% 0.00% $960K 2026-11-06 $13.40
2026 Q2 ADDED — — — 32,075 +8,894 +38.4% 0.00% $497K 2026-08-06 $17.08
2026 Q1 ADDED — — — 23,181 +859 +3.8% 0.00% $312K 2026-05-08 $15.03
2025 Q4 ADDED — — — 22,322 +8,754 +64.5% 0.00% $314K 2026-02-17 $13.57
2025 Q3 ADDED — — — 13,568 +525 +4.0% 0.00% $192K 2025-11-13 $12.12
2025 Q2 ADDED — — — 13,043 +7,306 +127.3% 0.00% $180K 2025-08-13 $12.54
2025 Q1 REDUCED 9.8% -6.8% ✅ 5,737 -621 -9.8% 0.00% $88K 2025-05-13 $11.97
2024 Q4 ADDED — — — 6,358 +558 +9.6% 0.00% $100K 2025-02-13 $12.54
2024 Q3 ADDED — — — 5,800 +4,917 +556.9% 0.00% $91K 2024-11-13 $12.78
2024 Q2 ADDED — — — 883 +844 +2164.1% 0.00% $12K 2024-08-08 $10.61
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NREF

As of 2026 Q3 — sorted by position size

Morey & Quinn Wealth Partners, LLC 0.37% INDEPENDENT FINANCIAL GROUP, LLC 0.08% Daytona Street Capital LLC 0.08% WEDBUSH SECURITIES INC 3Y 7Y 0.02% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.02% Oak Grove Capital LLC 3Y 7Y 0.02% Next Level Wealth Planning, LLC 0.01% OPPENHEIMER & CO INC 3Y 7Y 0.0% Covestor Ltd 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Russell Investments Group, Ltd. and NREF

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

How long has Russell Investments Group, Ltd. reported owning NREF?

Russell Investments Group, Ltd. reported NREF across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported NREF position in Russell Investments Group, Ltd.'s portfolio?

The largest reported portfolio weight for NREF was 0.00% in 2026 Q3.

What is the latest reported NREF position on this page?

The most recent filing on this page is 2026 Q3, when Russell Investments Group, Ltd. reported 61,830 shares, equal to 0.00% of portfolio, with an estimated market value of $960K.

What does the chart on this NREF ownership page compare?

The chart compares Russell Investments Group, Ltd.'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 Russell Investments Group, Ltd. time their NREF position?

Based on 13F filing dates vs. subsequent NREF price moves, Russell Investments Group, Ltd. correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on NREF relative to SPY over the holding period was -3.1%.

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