NREF — NEXPOINT REAL ESTATE FIN INC

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in NEXPOINT REAL ESTATE FIN INC (NREF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5 +2 +66.7% 0.00% $71 $13.22
2025 Q2 REDUCED 3 -1 -25.0% 0.00% $42 $12.44
2025 Q1 INITIATED 4 — — 0.00% $62 $13.36
% of Fund (quarterly)    NREF price (monthly, adj. close)

Other funds also holding NREF

As of 2025 Q4 — sorted by position size

NEXPOINT ASSET MANAGEMENT, L.P. 3Y 9.26% Copley Financial Group, Inc. 1.07% 1776 Wealth LLC 3Y 0.38% Berkeley Capital Partners, LLC 3Y 7Y 0.14% Concorde Asset Management, LLC 3Y 7Y 0.13% Navis Wealth Advisors, LLC 3Y 0.12% WEDBUSH SECURITIES INC 3Y 7Y 0.03% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.02% Legacy Wealth Managment, LLC/ID 0.02% Penserra Capital Management LLC 3Y 7Y 0.01%
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