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 Q2	$13K	Buy	+1,907	New	+$12.6K	﹤0.01%	3232
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	–	3970
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

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

IFP Advisors's KREF Position: Q2 2026 in Review

IFP Advisors opened a new position in KKR Real Estate Finance Trust (KREF) in Q2 2026: 1,907 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #3232 among its holdings. This is a return to the name: IFP Advisors previously reported a position in KREF as recently as Q4 2025.

IFP Advisors first reported a position in KREF in Q4 2021 and has held it in 13 quarters since. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

IFP Advisors held 1,907 shares of KKR Real Estate Finance Trust worth $13K as of Q2 2026.
KKR Real Estate Finance Trust was a new IFP Advisors position in Q2 2026.
KKR Real Estate Finance Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3232 holding.
IFP Advisors first reported a position in KKR Real Estate Finance Trust in Q4 2021 and has held it in 13 quarters since.
154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.