Creative Planning’s KKR Real Estate Finance Trust KREF Stock Holding History

Creative Planning’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	$170K	Buy	24,787 +12,512	+102%	+$82.8K	﹤0.01%	3926
2026 Q1	$75.1K	Buy	+12,275	New	+$89.7K	﹤0.01%	3948
2025 Q4	–	Sell	-18,341	Closed	-$165K	–	4020
2025 Q3	$165K	Buy	18,341 +6,065	+49%	+$56.4K	﹤0.01%	3551
2025 Q2	$108K	Sell	12,276 -8,461	-41%	-$77.9K	﹤0.01%	3412
2025 Q1	$224K	Sell	20,737 -1,087	-5%	-$11.7K	﹤0.01%	2972
2024 Q4	$220K	Buy	21,824 +300	+1%	+$3.44K	﹤0.01%	2901
2024 Q3	$266K	Buy	21,524 +5,809	+37%	+$65K	﹤0.01%	2620
2024 Q2	$142K	Sell	15,715 -7,059	-31%	-$67.4K	﹤0.01%	2769
2024 Q1	$229K	Sell	22,774 -23,317	-51%	-$256K	﹤0.01%	2473
2023 Q4	$610K	Sell	46,091 -26,555	-37%	-$318K	﹤0.01%	1565
2023 Q3	$862K	Buy	72,646 +45,970	+172%	+$566K	﹤0.01%	1242
2023 Q2	$325K	Buy	26,676 +5,109	+24%	+$57.5K	﹤0.01%	1846
2023 Q1	$246K	Buy	+21,567	New	+$302K	﹤0.01%	1967

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 $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's KREF Position: Q2 2026 in Review

Creative Planning increased its KKR Real Estate Finance Trust (KREF) stake by 102% in Q2 2026, buying an estimated $82.8K and bringing the position to 24,787 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #3926.

Creative Planning first reported a position in KREF in Q1 2023 and has held it in 13 quarters since. The position peaked at $862K in Q3 2023. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Creative Planning held 24,787 shares of KKR Real Estate Finance Trust worth $170K as of Q2 2026.
Creative Planning bought 12,512 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $82.8K.
KKR Real Estate Finance Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3926 holding.
Creative Planning first reported a position in KKR Real Estate Finance Trust in Q1 2023 and has held it in 13 quarters since.
Creative Planning's KKR Real Estate Finance Trust position peaked at $862K in Q3 2023.
155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.