INDEPENDENT FINANCIAL GROUP, LLC
Position in NREF — NexPoint Real Estate Finance, Inc.
CIK 275484
SAN DIEGO, CA
Position in NREF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,725,815
+$372,903 QoQ
Shares Held
276,601
+16.2% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NREF Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $28,245,483 across 12 REIT - Mortgage names. NREF ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
314,747 | $6,656,899 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
302,797 | $5,798,562 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
317,206 | $5,462,287 | |
| 4 | NREF |
NexPoint Real Estate Finance, Inc.
This page
|
276,601 | $3,725,815 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
240,496 | $1,690,686 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
89,397 | $1,491,141 | |
| 7 | RITM |
Rithm Capital Corp.
|
149,966 | $1,421,677 | |
| 8 | FBRT |
Franklin BSP Realty Trust, Inc.
|
132,976 | $1,128,966 |
All Filings in NREF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,725,815 | 276,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,352,912 | 238,133 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,018,620 | 71,835 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $739,254 | 53,608 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $730,433 | 47,772 | Shares | Sole | 2026-05-19 | |
| 2024-03-31 | $260,634 | 18,150 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $380,362 | 24,150 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $615,136 | 37,600 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $766,248 | 49,150 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $779,582 | 49,750 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $790,527 | 49,750 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $782,705 | 52,250 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,059,107 | 52,250 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,233,304 | 54,571 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $935,723 | 48,609 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $643,073 | 33,012 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $454,608 | 21,762 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||