Lido Advisors
KREF

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

Lido 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 		$238K Sell
34,334
-34,410
-50% -$228K ﹤0.01% 1868
2026
Q1 		$438K Buy
68,744
+28
+0% +$205 ﹤0.01% 1370
2025
Q4 		$636K Hold
68,716
– – ﹤0.01% 1204
2025
Q3 		$636K Sell
68,716
-28
-0% -$260 ﹤0.01% 1138
2025
Q2 		$620K Hold
68,744
– – ﹤0.01% 1031
2025
Q1 		$760K Hold
68,744
– – ﹤0.01% 881
2024
Q4 		$712K Hold
68,744
– – ﹤0.01% 894
2024
Q3 		$849K Sell
68,744
-100
-0.1% -$1.12K ﹤0.01% 781
2024
Q2 		$640K Buy
68,844
+100
+0.1% +$955 ﹤0.01% 841
2024
Q1 		$709K Sell
68,744
-85,372
-55% -$936K ﹤0.01% 771
2023
Q4 		$2.11M Buy
+154,116
New +$1.85M 0.01% 408
2021
Q3 		– Sell
-69,907
Closed -$1.54M – 993
2021
Q2 		$1.54M Buy
+69,907
New +$1.46M 0.02% 296

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

Lido Advisors's KREF Position: Q2 2026 in Review

Lido Advisors reduced its KKR Real Estate Finance Trust (KREF) stake by 50% in Q2 2026, selling an estimated $228K and leaving 34,334 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Lido Advisors first reported a position in KREF in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.11M in Q4 2023. 155 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Lido Advisors held 34,334 shares of KKR Real Estate Finance Trust worth $238K as of Q2 2026.
  • Lido Advisors sold 34,410 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $228K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1868 holding.
  • Lido Advisors first reported a position in KKR Real Estate Finance Trust in Q2 2021 and has held it in 12 quarters since.
  • Lido Advisors's KKR Real Estate Finance Trust position peaked at $2.11M in Q4 2023.
  • 155 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.