IA
KREF

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

IFP 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
Q1 		– Sell
-242
Closed -$1.99K – 5092
2025
Q4 		$1.99K Sell
242
-245
-50% -$2.07K ﹤0.01% 3845
2025
Q3 		$4.38K Sell
487
-918
-65% -$8.53K ﹤0.01% 3328
2025
Q2 		$12.3K Buy
1,405
+409
+41% +$3.76K ﹤0.01% 2804
2025
Q1 		$11.3K Hold
996
– – ﹤0.01% 2541
2024
Q4 		$10.6K Sell
996
-4
-0.4% -$46 ﹤0.01% 2509
2024
Q3 		$12.3K Buy
+1,000
New +$11.2K ﹤0.01% 2341
2024
Q2 		– Sell
-61
Closed -$614 – 3287
2024
Q1 		$614 Buy
+61
New +$669 ﹤0.01% 2949
2023
Q1 		– Sell
-34
Closed -$11K – 3972
2022
Q4 		$11K Sell
34
-4
-11% -$65 ﹤0.01% 3323
2022
Q3 		$12K Hold
38
– – ﹤0.01% 3515
2022
Q2 		$12K Hold
38
– – ﹤0.01% 3259
2022
Q1 		$12K Buy
38
+35
+1,167% +$736 ﹤0.01% 3259
2021
Q4 		$1K Buy
+3
New +$65 ﹤0.01% 3040
2021
Q3 		– Hold
0
– – – 4081
2021
Q2 		– Hold
0
– – – 3810
2021
Q1 		– Hold
0
– – – 3732

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