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

Kelleher Financial 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	$96.8K	Buy	14,126 +7,244	+105%	+$47.9K	0.01%	375
2026 Q1	$42.1K	Buy	6,882 +143	+2%	+$1.04K	0.01%	398
2025 Q4	$55.4K	Buy	+6,739	New	+$57K	0.01%	388
2022 Q4	–	Sell	-17,384	Closed	-$282K	–	114
2022 Q3	$282K	Buy	17,384 +38	+0.2%	+$716	0.2%	82
2022 Q2	$302K	Buy	17,346 +1,271	+8%	+$24.5K	0.14%	100
2022 Q1	$331K	Buy	16,075 +20	+0.1%	+$420	0.18%	87
2021 Q4	$334K	Sell	16,055 -5,405	-25%	-$116K	0.18%	88
2021 Q3	$452K	Buy	21,460 +5,205	+32%	+$110K	0.2%	102
2021 Q2	$352K	Buy	+16,255	New	+$340K	0.2%	81

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

Kelleher Financial Advisors's KREF Position: Q2 2026 in Review

Kelleher Financial Advisors increased its KKR Real Estate Finance Trust (KREF) stake by 105% in Q2 2026, buying an estimated $47.9K and bringing the position to 14,126 shares worth $96.8K. The position accounts for 0.01% of the portfolio, ranked #375.

Kelleher Financial Advisors first reported a position in KREF in Q2 2021 and has held it in 9 quarters since. The position peaked at $452K in Q3 2021. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Kelleher Financial Advisors held 14,126 shares of KKR Real Estate Finance Trust worth $96.8K as of Q2 2026.
Kelleher Financial Advisors bought 7,244 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $47.9K.
KKR Real Estate Finance Trust made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #375 holding.
Kelleher Financial Advisors first reported a position in KKR Real Estate Finance Trust in Q2 2021 and has held it in 9 quarters since.
Kelleher Financial Advisors's KKR Real Estate Finance Trust position peaked at $452K in Q3 2021.
155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.