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 Q2	$76K	Sell	11,110 -10,239	-48%	-$67.7K	﹤0.01%	3252
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	–	2547
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 $5.71B AUM 72.37% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners's KREF Position: Q2 2026 in Review

Cerity Partners reduced its KKR Real Estate Finance Trust (KREF) stake by 48% in Q2 2026, selling an estimated $67.7K and leaving 11,110 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

Cerity Partners first reported a position in KREF in Q2 2024 and has held it in 8 quarters since. The position peaked at $312K in Q3 2024. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Cerity Partners held 11,110 shares of KKR Real Estate Finance Trust worth $76K as of Q2 2026.
Cerity Partners sold 10,239 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $67.7K.
KKR Real Estate Finance Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3252 holding.
Cerity Partners first reported a position in KKR Real Estate Finance Trust in Q2 2024 and has held it in 8 quarters since.
Cerity Partners's KKR Real Estate Finance Trust position peaked at $312K in Q3 2024.
154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.