Strategic Wealth Partners, Ltd.
Position in NREF — NexPoint Real Estate Finance, Inc.
CIK 1720777
INDEPENDENCE, OH
Position in NREF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$83,311
+$69,231 QoQ
Shares Held
6,185
+518.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $328,184 across 8 REIT - Mortgage names. NREF ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,303 | $120,702 | |
| 2 | NREF |
NexPoint Real Estate Finance, Inc.
This page
|
6,185 | $83,311 | |
| 3 | NLY |
Annaly Capital Management Inc
|
1,841 | $38,937 | |
| 4 | ACRE |
Ares Commercial Real Estate Corp
|
7,600 | $36,480 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
3,655 | $20,468 | |
| 6 | AGNC |
AGNC Investment Corp.
|
2,030 | $20,360 | |
| 7 | RITM |
Rithm Capital Corp.
|
527 | $4,995 | |
| 8 | LADR |
Ladder Capital Corp
|
300 | $2,931 |
All Filings in NREF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,311 | 6,185 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,080 | 1,000 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||