Corient Private Wealth
KREF

Corient Private Wealth’s KKR Real Estate Finance Trust KREF Stock Holding History

Corient Private Wealth’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 		$1.38M Buy
201,963
+136,869
+210% +$905K ﹤0.01% 1603
2026
Q1 		$398K Buy
+65,094
New +$476K ﹤0.01% 2150
2024
Q1 		– Sell
-49,700
Closed -$658K – 2325
2023
Q4 		$658K Sell
49,700
-475
-0.9% -$5.69K ﹤0.01% 1465
2023
Q3 		$596K Sell
50,175
-11,133
-18% -$137K ﹤0.01% 1394
2023
Q2 		$746K Sell
61,308
-5,366
-8% -$60.4K ﹤0.01% 1264
2023
Q1 		$759K Sell
66,674
-49,283
-43% -$691K ﹤0.01% 1198
2022
Q4 		$1.62M Buy
+115,957
New +$1.89M 0.01% 771

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

Corient Private Wealth's KREF Position: Q2 2026 in Review

Corient Private Wealth increased its KKR Real Estate Finance Trust (KREF) stake by 210% in Q2 2026, buying an estimated $905K and bringing the position to 201,963 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Corient Private Wealth first reported a position in KREF in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2022. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Corient Private Wealth held 201,963 shares of KKR Real Estate Finance Trust worth $1.38M as of Q2 2026.
  • Corient Private Wealth bought 136,869 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $905K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1603 holding.
  • Corient Private Wealth first reported a position in KKR Real Estate Finance Trust in Q4 2022 and has held it in 7 quarters since.
  • Corient Private Wealth's KKR Real Estate Finance Trust position peaked at $1.62M in Q4 2022.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.