Advisory Services Network’s KKR Real Estate Finance Trust KREF Stock Holding History

Advisory Services Network’s Portfolio KREF Stock Details KREF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-87	Closed	-$533	–	3522
2026 Q1	$533	Buy	+87	New	+$636	﹤0.01%	4413
2025 Q4	–	Sell	-415	Closed	-$3.74K	–	3169
2025 Q3	$3.74K	Buy	+415	New	+$3.86K	﹤0.01%	3627
2024 Q1	–	Sell	-2,865	Closed	-$37.9K	–	2656
2023 Q4	$37.9K	Buy	+2,865	New	+$34.3K	﹤0.01%	2161
2023 Q2	–	Sell	-2,010	Closed	-$22.9K	–	2636
2023 Q1	$22.9K	Hold	2,010	–	–	﹤0.01%	2465
2022 Q4	$28.1K	Buy	+2,010	New	+$32.8K	﹤0.01%	2285
2021 Q3	–	Sell	-1,716	Closed	-$37K	–	2405
2021 Q2	$37K	Buy	+1,716	New	+$35.9K	﹤0.01%	2151
2020 Q2	–	Sell	-165	Closed	-$2K	–	1973
2020 Q1	$2K	Buy	+165	New	+$3.12K	﹤0.01%	2750

Other funds holding KREF

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Services Network's KREF Position: Q2 2026 in Review

Advisory Services Network sold out of KKR Real Estate Finance Trust (KREF) in Q2 2026, closing a stake of 87 shares — an estimated $533 sold.

Advisory Services Network first reported a position in KREF in Q1 2020 and held it in 7 quarters. The position peaked at $37.9K in Q4 2023. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Advisory Services Network reported no remaining KKR Real Estate Finance Trust position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 87 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $533.
Advisory Services Network first reported a position in KKR Real Estate Finance Trust in Q1 2020 and held it in 7 quarters.
Advisory Services Network's KKR Real Estate Finance Trust position peaked at $37.9K in Q4 2023.
155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.