Future Financial Wealth Management’s KKR Real Estate Finance Trust KREF Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-2,000	Closed	-$18K	–	283
2025 Q3	$18K	Hold	2,000	–	–	0.01%	340
2025 Q2	$17.5K	Hold	2,000	–	–	0.01%	333
2025 Q1	$21.6K	Hold	2,000	–	–	0.02%	314
2024 Q4	$20.2K	Hold	2,000	–	–	0.01%	319
2024 Q3	$24.7K	Buy	+2,000	New	+$22.4K	0.02%	316
2024 Q2	–	Sell	-4,000	Closed	-$40.2K	–	293
2024 Q1	$40.2K	Buy	+4,000	New	+$43.9K	0.03%	285
2022 Q2	–	Sell	-5,500	Closed	-$113K	–	310
2022 Q1	$113K	Hold	5,500	–	–	0.09%	167
2021 Q4	$117K	Buy	+5,500	New	+$118K	0.09%	175

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Future Financial Wealth Management's KREF Position: Q4 2025 in Review

Future Financial Wealth Management sold out of KKR Real Estate Finance Trust (KREF) in Q4 2025, closing a stake of 2,000 shares — an estimated $18K sold.

Future Financial Wealth Management first reported a position in KREF in Q4 2021 and held it in 8 quarters. The position peaked at $117K in Q4 2021. 164 funds tracked by Wall St. Rank hold KREF as of Q4 2025.

Future Financial Wealth Management reported no remaining KKR Real Estate Finance Trust position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 2,000 KKR Real Estate Finance Trust shares in Q4 2025, an estimated $18K.
Future Financial Wealth Management first reported a position in KKR Real Estate Finance Trust in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's KKR Real Estate Finance Trust position peaked at $117K in Q4 2021.
164 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.