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

Cura Wealth 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 Q2	$689K	Buy	100,757 +242	+0.2%	+$1.6K	0.29%	51
2026 Q1	$615K	Sell	100,515 -157	-0.2%	-$1.15K	0.28%	50
2025 Q4	$828K	Buy	100,672 +1,976	+2%	+$16.7K	0.31%	42
2025 Q3	$888K	Buy	98,696 +8,396	+9%	+$78K	0.34%	41
2025 Q2	$792K	Buy	90,300 +4,000	+5%	+$36.8K	0.32%	40
2025 Q1	$932K	Buy	86,300 +11,000	+15%	+$119K	0.38%	35
2024 Q4	$761K	Buy	+75,300	New	+$863K	0.34%	42

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

Cura Wealth Advisors's KREF Position: Q2 2026 in Review

Cura Wealth Advisors increased its KKR Real Estate Finance Trust (KREF) stake by 0.24% in Q2 2026, buying an estimated $1.6K and bringing the position to 100,757 shares worth $689K. The position accounts for 0.29% of the portfolio, ranked #51.

Cura Wealth Advisors first reported a position in KREF in Q4 2024 and has held it in 7 quarters since. The position peaked at $932K in Q1 2025. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Cura Wealth Advisors held 100,757 shares of KKR Real Estate Finance Trust worth $689K as of Q2 2026.
Cura Wealth Advisors bought 242 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $1.6K.
KKR Real Estate Finance Trust made up 0.29% of Cura Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Cura Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's KKR Real Estate Finance Trust position peaked at $932K in Q1 2025.
154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.