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

EverSource 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	$28.1K	Buy	4,101 +3,804	+1,281%	+$25.2K	﹤0.01%	2193
2026 Q1	$1.82K	Sell	297 -1,045	-78%	-$7.64K	﹤0.01%	3678
2025 Q4	$11K	Sell	1,342 -1,997	-60%	-$16.9K	﹤0.01%	2745
2025 Q3	$30.1K	Sell	3,339 -812	-20%	-$7.55K	﹤0.01%	2053
2025 Q2	$36.4K	Buy	4,151 +3,658	+742%	+$33.7K	﹤0.01%	1837
2025 Q1	$5.32K	Sell	493 -22	-4%	-$237	﹤0.01%	2461
2024 Q4	$5.2K	Buy	515 +69	+15%	+$791	﹤0.01%	2327
2024 Q3	$5.51K	Hold	446	–	–	﹤0.01%	2191
2024 Q2	$5.12K	Buy	+446	New	+$4.26K	﹤0.01%	2218
2024 Q1	–	Sell	-771	Closed	-$10.2K	–	2952
2023 Q4	$10.2K	Sell	771 -279	-27%	-$3.34K	﹤0.01%	1548
2023 Q3	$12.5K	Hold	1,050	–	–	﹤0.01%	1334
2023 Q2	$12.8K	Buy	1,050 +730	+228%	+$8.22K	﹤0.01%	1339
2023 Q1	$3.65K	Buy	+320	New	+$4.49K	﹤0.01%	1747
2022 Q4	–	Sell	-139	Closed	-$2K	–	2367
2022 Q3	$2K	Buy	139 +61	+78%	+$1.15K	﹤0.01%	1684
2022 Q2	$1K	Hold	78	–	–	﹤0.01%	1642
2022 Q1	$2K	Hold	78	–	–	﹤0.01%	1536
2021 Q4	$2K	Buy	+78	New	+$1.68K	﹤0.01%	1566

Other funds holding KREF

GFS Advisors Houston, Texas $948M AUM 32.92% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FRM

Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

EverSource Wealth Advisors increased its KKR Real Estate Finance Trust (KREF) stake by 1,281% in Q2 2026, buying an estimated $25.2K and bringing the position to 4,101 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

EverSource Wealth Advisors first reported a position in KREF in Q4 2021 and has held it in 17 quarters since. The position peaked at $36.4K in Q2 2025. 33 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

EverSource Wealth Advisors held 4,101 shares of KKR Real Estate Finance Trust worth $28.1K as of Q2 2026.
EverSource Wealth Advisors bought 3,804 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $25.2K.
KKR Real Estate Finance Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2193 holding.
EverSource Wealth Advisors first reported a position in KKR Real Estate Finance Trust in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's KKR Real Estate Finance Trust position peaked at $36.4K in Q2 2025.
33 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.