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Illinois Municipal Retirement Fund’s KKR Real Estate Finance Trust KREF Stock Holding History

Illinois Municipal Retirement Fund’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
-28,527
Closed -$234K – 1167
2025
Q4 		$234K Sell
28,527
-990
-3% -$8.38K ﹤0.01% 1143
2025
Q3 		$266K Buy
29,517
+300
+1% +$2.79K ﹤0.01% 1163
2025
Q2 		$256K Sell
29,217
-740
-2% -$6.81K ﹤0.01% 1216
2025
Q1 		$324K Sell
29,957
-1,754
-6% -$18.9K ﹤0.01% 1292
2024
Q4 		$320K Buy
31,711
+1,842
+6% +$21.1K ﹤0.01% 1304
2024
Q3 		$369K Sell
29,869
-3,025
-9% -$33.9K 0.01% 1288
2024
Q2 		$298K Sell
32,894
-678
-2% -$6.48K ﹤0.01% 1301
2024
Q1 		$338K Sell
33,572
-1,970
-6% -$21.6K 0.01% 1315
2023
Q4 		$470K Buy
35,542
+1,571
+5% +$18.8K 0.01% 1261
2023
Q3 		$403K Buy
+33,971
New +$418K 0.01% 1268

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Illinois Municipal Retirement Fund's KREF Position: Q1 2026 in Review

Illinois Municipal Retirement Fund sold out of KKR Real Estate Finance Trust (KREF) in Q1 2026, closing a stake of 28,527 shares — an estimated $234K sold.

Illinois Municipal Retirement Fund first reported a position in KREF in Q3 2023 and held it in 10 quarters. The position peaked at $470K in Q4 2023. 169 funds tracked by Wall St. Rank hold KREF as of Q1 2026.

  • Illinois Municipal Retirement Fund reported no remaining KKR Real Estate Finance Trust position as of Q1 2026 after selling out during the quarter.
  • Illinois Municipal Retirement Fund sold 28,527 KKR Real Estate Finance Trust shares in Q1 2026, an estimated $234K.
  • Illinois Municipal Retirement Fund first reported a position in KKR Real Estate Finance Trust in Q3 2023 and held it in 10 quarters.
  • Illinois Municipal Retirement Fund's KKR Real Estate Finance Trust position peaked at $470K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q1 2026, filed 5 May 2026.