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Capital Advisors Ltd’s KKR Real Estate Finance Trust KREF Stock Holding History

Capital Advisors Ltd’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 		– Sell
-22
Closed – – 1491
2025
Q4 		$0 Buy
+22
New +$186 ﹤0.01% 1466
2025
Q2 		– Sell
-35
Closed – – 1497
2025
Q1 		$0 Buy
+35
New +$377 ﹤0.01% 1467
2024
Q1 		– Sell
-80
Closed -$1K – 1463
2023
Q4 		$1K Hold
80
– – ﹤0.01% 1161
2023
Q3 		$1K Hold
80
– – ﹤0.01% 1156
2023
Q2 		$1K Hold
80
– – ﹤0.01% 1168
2023
Q1 		$1K Buy
+80
New +$1.12K ﹤0.01% 1053

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Capital Advisors Ltd's KREF Position: Q1 2026 in Review

Capital Advisors Ltd sold out of KKR Real Estate Finance Trust (KREF) in Q1 2026, closing a stake of 22 shares.

Capital Advisors Ltd first reported a position in KREF in Q1 2023 and held it in 6 quarters. The position peaked at $1K in Q4 2023. 169 funds tracked by Wall St. Rank hold KREF as of Q1 2026.

  • Capital Advisors Ltd reported no remaining KKR Real Estate Finance Trust position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 22 KKR Real Estate Finance Trust shares in Q1 2026.
  • Capital Advisors Ltd first reported a position in KKR Real Estate Finance Trust in Q1 2023 and held it in 6 quarters.
  • Capital Advisors Ltd's KKR Real Estate Finance Trust position peaked at $1K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.