Navis Wealth Advisors, LLC
Position in NREF — NexPoint Real Estate Finance, Inc.
CIK 1849055
RYE BROOK, NY
Position in NREF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$271,636
-$4,965 QoQ
Shares Held
20,166
+2.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Navis Wealth Advisors, LLC holds $1,489,738 across 4 REIT - Mortgage names. NREF ranks #2 (18.2% of the industry book) .
All Filings in NREF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,636 | 20,166 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $276,601 | 19,645 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $269,037 | 18,973 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $252,770 | 18,330 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $270,587 | 17,697 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $269,271 | 17,162 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $166,615 | 10,660 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||