LFG
KREF

Larson Financial Group’s KKR Real Estate Finance Trust KREF Stock Holding History

Larson Financial Group’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 		$10.8K Buy
1,579
+79
+5% +$523 ﹤0.01% 2358
2026
Q1 		$9.18K Hold
1,500
– – ﹤0.01% 2295
2025
Q4 		$12.3K Sell
1,500
-1,293
-46% -$10.9K ﹤0.01% 2000
2025
Q3 		$25.1K Buy
2,793
+1,190
+74% +$11.1K ﹤0.01% 1512
2025
Q2 		$14.1K Buy
1,603
+103
+7% +$948 ﹤0.01% 1656
2025
Q1 		$16.2K Hold
1,500
– – ﹤0.01% 1448
2024
Q4 		$15.2K Hold
1,500
– – ﹤0.01% 1325
2024
Q3 		$18.5K Buy
1,500
+750
+100% +$8.39K ﹤0.01% 1248
2024
Q2 		$6.79K Buy
+750
New +$7.17K ﹤0.01% 1367

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 $3.37T AUM 44.26% 1-Year Est. Return

Larson Financial Group's KREF Position: Q2 2026 in Review

Larson Financial Group increased its KKR Real Estate Finance Trust (KREF) stake by 5.3% in Q2 2026, buying an estimated $523 and bringing the position to 1,579 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

Larson Financial Group first reported a position in KREF in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.1K in Q3 2025. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Larson Financial Group held 1,579 shares of KKR Real Estate Finance Trust worth $10.8K as of Q2 2026.
  • Larson Financial Group bought 79 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $523.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2358 holding.
  • Larson Financial Group first reported a position in KKR Real Estate Finance Trust in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's KKR Real Estate Finance Trust position peaked at $25.1K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

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