LI
KREF

LRI Investments’s KKR Real Estate Finance Trust KREF Stock Holding History

LRI Investments’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 		$670 Hold
98
– – ﹤0.01% 1476
2026
Q1 		$600 Buy
+98
New +$716 ﹤0.01% 1355

Other funds holding KREF

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments's KREF Position: Q2 2026 in Review

LRI Investments held its KKR Real Estate Finance Trust (KREF) position steady in Q2 2026 at 98 shares worth $670. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

LRI Investments first reported a position in KREF in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • LRI Investments held 98 shares of KKR Real Estate Finance Trust worth $670 as of Q2 2026.
  • LRI Investments left its KKR Real Estate Finance Trust share count unchanged in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1476 holding.
  • LRI Investments first reported a position in KKR Real Estate Finance Trust in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.