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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
2026
Q2 		$8.22K Buy
+1,202
New +$7.95K ﹤0.01% 1504
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 $5.71B 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

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

Ameritas Advisory Services opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 1,202 shares worth $8.22K. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in KREF as recently as Q2 2025.

Ameritas Advisory Services first reported a position in KREF in Q1 2023 and has held it in 3 quarters since. The position peaked at $20K in Q1 2023. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Ameritas Advisory Services held 1,202 shares of KKR Real Estate Finance Trust worth $8.22K as of Q2 2026.
  • KKR Real Estate Finance Trust was a new Ameritas Advisory Services position in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1504 holding.
  • Ameritas Advisory Services first reported a position in KKR Real Estate Finance Trust in Q1 2023 and has held it in 3 quarters since.
  • Ameritas Advisory Services's KKR Real Estate Finance Trust position peaked at $20K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.