Legacy Wealth Managment, LLC/ID
Position in NREF — NexPoint Real Estate Finance, Inc.
CIK 2045082
BOISE, ID
Position in NREF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$32,072
-$12,350 QoQ
Shares Held
2,381
-24.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
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, 2026Legacy Wealth Managment, LLC/ID holds $60,548 across 5 REIT - Mortgage names. NREF ranks #1 (53.0% 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 | $32,072 | 2,381 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $44,422 | 3,155 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $44,752 | 3,156 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,463 | 1,774 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,290 | 1,000 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $15,690 | 1,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,630 | 1,000 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||