LPL Financial
KREF

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

LPL Financial’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 		$622K Sell
90,934
-5,445
-6% -$36K ﹤0.01% 4832
2026
Q1 		$590K Sell
96,379
-6,881
-7% -$50.3K ﹤0.01% 4621
2025
Q4 		$849K Sell
103,260
-7,205
-7% -$61K ﹤0.01% 4238
2025
Q3 		$994K Sell
110,465
-1,400
-1% -$13K ﹤0.01% 4007
2025
Q2 		$981K Buy
111,865
+1,113
+1% +$10.2K ﹤0.01% 3777
2025
Q1 		$1.2M Buy
110,752
+10,702
+11% +$115K ﹤0.01% 3405
2024
Q4 		$1.01M Buy
100,050
+397
+0.4% +$4.55K ﹤0.01% 3480
2024
Q3 		$1.23M Buy
99,653
+18,428
+23% +$206K ﹤0.01% 3193
2024
Q2 		$735K Sell
81,225
-10,531
-11% -$101K ﹤0.01% 3527
2024
Q1 		$923K Sell
91,756
-10,686
-10% -$117K ﹤0.01% 3253
2023
Q4 		$1.36M Buy
102,442
+13,080
+15% +$157K ﹤0.01% 2780
2023
Q3 		$1.06M Buy
89,362
+10,271
+13% +$126K ﹤0.01% 2843
2023
Q2 		$963K Buy
79,091
+431
+0.5% +$4.85K ﹤0.01% 2864
2023
Q1 		$896K Buy
78,660
+48,231
+159% +$676K ﹤0.01% 2840
2022
Q4 		$425K Sell
30,429
-4,351
-13% -$71K ﹤0.01% 3402
2022
Q3 		$565K Buy
34,780
+1,229
+4% +$23.1K ﹤0.01% 3042
2022
Q2 		$585K Buy
33,551
+22,429
+202% +$432K ﹤0.01% 3072
2022
Q1 		$229K Sell
11,122
-9,627
-46% -$202K ﹤0.01% 3760
2021
Q4 		$432K Buy
20,749
+1,384
+7% +$29.8K ﹤0.01% 3404
2021
Q3 		$409K Buy
19,365
+665
+4% +$14.1K ﹤0.01% 3405
2021
Q2 		$404K Buy
+18,700
New +$392K ﹤0.01% 3340
2019
Q3 		– Sell
-19,280
Closed -$384K – 3341
2019
Q2 		$384K Buy
19,280
+4,295
+29% +$86.8K ﹤0.01% 2493
2019
Q1 		$300K Hold
14,985
– – ﹤0.01% 2633
2018
Q4 		$287K Hold
14,985
– – ﹤0.01% 2502
2018
Q3 		$302K Buy
+14,985
New +$308K ﹤0.01% 2694

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

LPL Financial's KREF Position: Q2 2026 in Review

LPL Financial reduced its KKR Real Estate Finance Trust (KREF) stake by 5.6% in Q2 2026, selling an estimated $36K and leaving 90,934 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #4832.

LPL Financial first reported a position in KREF in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.36M in Q4 2023. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • LPL Financial held 90,934 shares of KKR Real Estate Finance Trust worth $622K as of Q2 2026.
  • LPL Financial sold 5,445 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $36K.
  • KKR Real Estate Finance Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4832 holding.
  • LPL Financial first reported a position in KKR Real Estate Finance Trust in Q3 2018 and has held it in 25 quarters since.
  • LPL Financial's KKR Real Estate Finance Trust position peaked at $1.36M in Q4 2023.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.