AAS
KREF

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

Ameritas Advisory Services’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
2025
Q3 		– Sell
-1,303
Closed -$11.4K – 2570
2025
Q2 		$11.4K Buy
+1,303
New +$12K ﹤0.01% 1960
2023
Q2 		– Sell
-1,802
Closed -$20K – 1659
2023
Q1 		$20K Buy
+1,802
New +$25.3K ﹤0.01% 1640

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameritas Advisory Services's KREF Position: Q3 2025 in Review

Ameritas Advisory Services sold out of KKR Real Estate Finance Trust (KREF) in Q3 2025, closing a stake of 1,303 shares — an estimated $11.4K sold.

Ameritas Advisory Services first reported a position in KREF in Q1 2023 and held it in 2 quarters. The position peaked at $20K in Q1 2023. 173 funds tracked by Wall St. Rank hold KREF as of Q3 2025.

  • Ameritas Advisory Services reported no remaining KKR Real Estate Finance Trust position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,303 KKR Real Estate Finance Trust shares in Q3 2025, an estimated $11.4K.
  • Ameritas Advisory Services first reported a position in KKR Real Estate Finance Trust in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's KKR Real Estate Finance Trust position peaked at $20K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.