CAPTRUST Financial Advisors
KREF

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

CAPTRUST Financial Advisors’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 		$76.2K Buy
+11,142
New +$73.7K ﹤0.01% 3084
2024
Q2 		– Sell
-40,970
Closed -$412K – 2230
2024
Q1 		$412K Sell
40,970
-6,219
-13% -$68.2K ﹤0.01% 1590
2023
Q4 		$624K Sell
47,189
-1,298
-3% -$15.6K ﹤0.01% 1577
2023
Q3 		$576K Buy
48,487
+583
+1% +$7.18K ﹤0.01% 1560
2023
Q2 		$583K Buy
+47,904
New +$539K ﹤0.01% 1535

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 $3.37T AUM 44.26% 1-Year Est. Return

CAPTRUST Financial Advisors's KREF Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 11,142 shares worth $76.2K. The stake represents ﹤0.01% of the portfolio and ranks #3084 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in KREF as recently as Q1 2024.

CAPTRUST Financial Advisors first reported a position in KREF in Q2 2023 and has held it in 5 quarters since. The position peaked at $624K in Q4 2023. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • CAPTRUST Financial Advisors held 11,142 shares of KKR Real Estate Finance Trust worth $76.2K as of Q2 2026.
  • KKR Real Estate Finance Trust was a new CAPTRUST Financial Advisors position in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3084 holding.
  • CAPTRUST Financial Advisors first reported a position in KKR Real Estate Finance Trust in Q2 2023 and has held it in 5 quarters since.
  • CAPTRUST Financial Advisors's KKR Real Estate Finance Trust position peaked at $624K in Q4 2023.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.