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

Clearstead 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
Q1 		– Sell
-13
Closed -$107 – 2577
2025
Q4 		$107 Sell
13
-38
-75% -$322 ﹤0.01% 2506
2025
Q3 		$459 Buy
51
+30
+143% +$279 ﹤0.01% 2747
2025
Q2 		$185 Buy
+21
New +$193 ﹤0.01% 2567

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

Clearstead Advisors's KREF Position: Q1 2026 in Review

Clearstead Advisors sold out of KKR Real Estate Finance Trust (KREF) in Q1 2026, closing a stake of 13 shares — an estimated $107 sold.

Clearstead Advisors first reported a position in KREF in Q2 2025 and held it in 3 quarters. The position peaked at $459 in Q3 2025. 169 funds tracked by Wall St. Rank hold KREF as of Q1 2026.

  • Clearstead Advisors reported no remaining KKR Real Estate Finance Trust position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 13 KKR Real Estate Finance Trust shares in Q1 2026, an estimated $107.
  • Clearstead Advisors first reported a position in KKR Real Estate Finance Trust in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's KKR Real Estate Finance Trust position peaked at $459 in Q3 2025.
  • 169 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.