Jones Financial Companies
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Jones Financial Companies’s KKR Real Estate Finance Trust KREF Stock Holding History

Jones Financial Companies’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 		$16.9K Buy
2,357
+2,281
+3,001% +$15.1K ﹤0.01% 3579
2026
Q1 		$464 Buy
+76
New +$555 ﹤0.01% 4501

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's KREF Position: Q2 2026 in Review

Jones Financial Companies increased its KKR Real Estate Finance Trust (KREF) stake by 3,001% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,357 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3579.

Jones Financial Companies first reported a position in KREF in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Jones Financial Companies held 2,357 shares of KKR Real Estate Finance Trust worth $16.9K as of Q2 2026.
  • Jones Financial Companies bought 2,281 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $15.1K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3579 holding.
  • Jones Financial Companies first reported a position in KKR Real Estate Finance Trust in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.