Morey & Quinn Wealth Partners, LLC
Position in NREF — NexPoint Real Estate Finance, Inc.
CIK 2055521
OMAHA, NE
Position in NREF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$566,711
+$56,414 QoQ
Shares Held
36,562
-3.5% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#21
of 77 holders
Holding Since
Dec 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 Jun 30, 2026Morey & Quinn Wealth Partners, LLC holds $1,016,513 across 4 REIT - Mortgage names. NREF ranks #1 (55.8% of the industry book) .
All Filings in NREF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,711 | 36,562 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $510,297 | 37,884 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $533,406 | 37,884 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $542,938 | 38,289 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $546,621 | 39,639 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $606,080 | 39,639 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $621,935 | 39,639 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||