CCM
KREF

Condor Capital Management’s KKR Real Estate Finance Trust KREF Stock Holding History

Condor Capital Management’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 		– Sell
-410,742
Closed -$2.51M – 178
2026
Q1 		$2.51M Sell
410,742
-7,483
-2% -$54.7K 0.21% 90
2025
Q4 		$3.44M Buy
418,225
+44,167
+12% +$374K 0.28% 74
2025
Q3 		$3.37M Buy
374,058
+29,433
+9% +$274K 0.28% 76
2025
Q2 		$3.02M Buy
344,625
+74,532
+28% +$686K 0.26% 80
2025
Q1 		$2.92M Buy
270,093
+18,820
+7% +$203K 0.27% 81
2024
Q4 		$2.54M Buy
251,273
+103,654
+70% +$1.19M 0.22% 93
2024
Q3 		$1.82M Buy
+147,619
New +$1.65M 0.16% 106

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

Condor Capital Management's KREF Position: Q2 2026 in Review

Condor Capital Management sold out of KKR Real Estate Finance Trust (KREF) in Q2 2026, closing a stake of 410,742 shares — an estimated $2.51M sold.

Condor Capital Management first reported a position in KREF in Q3 2024 and held it in 7 quarters. The position peaked at $3.44M in Q4 2025. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Condor Capital Management reported no remaining KKR Real Estate Finance Trust position as of Q2 2026 after selling out during the quarter.
  • Condor Capital Management sold 410,742 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $2.51M.
  • Condor Capital Management first reported a position in KKR Real Estate Finance Trust in Q3 2024 and held it in 7 quarters.
  • Condor Capital Management's KKR Real Estate Finance Trust position peaked at $3.44M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Condor Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.