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Allworth Financial’s KKR Real Estate Finance Trust KREF Stock Holding History

Allworth Financial’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 		$54.3K Buy
7,937
+2,719
+52% +$18K ﹤0.01% 2405
2026
Q1 		$31.9K Buy
5,218
+986
+23% +$7.21K ﹤0.01% 2657
2025
Q4 		$34.8K Sell
4,232
-437
-9% -$3.7K ﹤0.01% 2443
2025
Q3 		$42K Buy
4,669
+304
+7% +$2.83K ﹤0.01% 2219
2025
Q2 		$38.3K Buy
4,365
+4,256
+3,905% +$39.2K ﹤0.01% 2113
2025
Q1 		$975 Sell
109
-135
-55% -$1.45K ﹤0.01% 3476
2024
Q4 		$2.51K Buy
244
+87
+55% +$997 ﹤0.01% 3074
2024
Q3 		$1.94K Buy
157
+61
+64% +$683 ﹤0.01% 2981
2024
Q2 		$971 Sell
96
-1,205
-93% -$11.5K ﹤0.01% 3173
2024
Q1 		$13.1K Sell
1,301
-133
-9% -$1.46K ﹤0.01% 1994
2023
Q4 		$19K Buy
1,434
+1,227
+593% +$14.7K ﹤0.01% 1682
2023
Q3 		$2.46K Buy
207
+25
+14% +$308 ﹤0.01% 2441
2023
Q2 		$2.21K Buy
182
+171
+1,555% +$1.93K ﹤0.01% 2439
2023
Q1 		$126 Buy
+11
New +$154 ﹤0.01% 3083
2022
Q4 		– Sell
-7
Closed – – 3111
2022
Q3 		$0 Buy
+7
New +$132 ﹤0.01% 2884

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 $3.38T AUM 44.17% 1-Year Est. Return

Allworth Financial's KREF Position: Q2 2026 in Review

Allworth Financial increased its KKR Real Estate Finance Trust (KREF) stake by 52% in Q2 2026, buying an estimated $18K and bringing the position to 7,937 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Allworth Financial first reported a position in KREF in Q3 2022 and has held it in 15 quarters since. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Allworth Financial held 7,937 shares of KKR Real Estate Finance Trust worth $54.3K as of Q2 2026.
  • Allworth Financial bought 2,719 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $18K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2405 holding.
  • Allworth Financial first reported a position in KKR Real Estate Finance Trust in Q3 2022 and has held it in 15 quarters since.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.