FFA
KREF

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

Farther Finance 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 		$9.03K Sell
1,319
-2,435
-65% -$16.1K ﹤0.01% 4489
2026
Q1 		$22.6K Buy
3,754
+3,701
+6,983% +$27K ﹤0.01% 3578
2025
Q4 		$436 Buy
53
+20
+61% +$169 ﹤0.01% 5077
2025
Q3 		$297 Sell
33
-207
-86% -$1.92K ﹤0.01% 4641
2025
Q2 		$2.1K Sell
240
-2,173
-90% -$20K ﹤0.01% 3688
2025
Q1 		$25.7K Buy
2,413
+2,389
+9,954% +$25.7K ﹤0.01% 2259
2024
Q4 		$242 Sell
24
-35
-59% -$401 ﹤0.01% 3612
2024
Q3 		$729 Sell
59
-10
-14% -$112 ﹤0.01% 3329
2024
Q2 		$613 Hold
69
– – ﹤0.01% 3228
2024
Q1 		$680 Sell
69
-430
-86% -$4.71K ﹤0.01% 2919
2023
Q4 		$6.6K Buy
+499
New +$5.98K ﹤0.01% 1830

Other funds holding KREF

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Farther Finance Advisors's KREF Position: Q2 2026 in Review

Farther Finance Advisors reduced its KKR Real Estate Finance Trust (KREF) stake by 65% in Q2 2026, selling an estimated $16.1K and leaving 1,319 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4489.

Farther Finance Advisors first reported a position in KREF in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.7K in Q1 2025. 16 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Farther Finance Advisors held 1,319 shares of KKR Real Estate Finance Trust worth $9.03K as of Q2 2026.
  • Farther Finance Advisors sold 2,435 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $16.1K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4489 holding.
  • Farther Finance Advisors first reported a position in KKR Real Estate Finance Trust in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's KKR Real Estate Finance Trust position peaked at $25.7K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.