Creative Planning
KREF

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
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 $5.35B AUM 63.01% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $331M AUM 75.66% 1-Year Est. Return