APW
KREF

Allied Private Wealth’s KKR Real Estate Finance Trust KREF Stock Holding History

Allied Private Wealth’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 		$3.02K Buy
+420
New +$2.78K ﹤0.01% 672

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allied Private Wealth's KREF Position: Q2 2026 in Review

Allied Private Wealth opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 420 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Allied Private Wealth held 420 shares of KKR Real Estate Finance Trust worth $3.02K as of Q2 2026.
  • KKR Real Estate Finance Trust was a new Allied Private Wealth position in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #672 holding.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.