Cerity Partners
KREF

Cerity Partners’s KKR Real Estate Finance Trust KREF Stock Holding History

Cerity Partners’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 		$131K Buy
21,349
+301
+1% +$2.2K ﹤0.01% 2982
2025
Q4 		$173K Sell
21,048
-6,480
-24% -$54.9K ﹤0.01% 2669
2025
Q3 		$248K Buy
27,528
+4,544
+20% +$42.2K ﹤0.01% 2408
2025
Q2 		$202K Buy
+22,984
New +$212K ﹤0.01% 2356
2025
Q1 		– Sell
-12,366
Closed -$150K – 2548
2024
Q4 		$150K Sell
12,366
-12,909
-51% -$148K ﹤0.01% 2284
2024
Q3 		$312K Buy
25,275
+10,153
+67% +$114K ﹤0.01% 2029
2024
Q2 		$137K Buy
+15,122
New +$144K ﹤0.01% 2080

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