AF
KREF

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
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% 2885

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $331M AUM 75.66% 1-Year Est. Return